Quick BI provides global parameters for you to configure variables. When you configure a chart, you can reference global variables to push different data to different users.

Background information

For example, a sales team that serves all regions in China must track the sales in more than 30 provinces, as well as cities and counties of each province in real time. As the business continuously grows and expands, the team must view an increasing amount of sales data. Among the complex and massive data, Quick BI provides a solution that enables the person in charge of a region to view only data in this region. This improves the work efficiency and prevents the leak of sensitive business data.

Configure global parameters

Dashboards and workbooks support global parameters. The following figure shows how to go to the parameter configuring page.
Figure 1. Configure global parameters for a dashboard
International site
Figure 2. Configure global parameters for a workbook
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Procedure

To configure global parameters, you must create a dashboard.

  1. Choose Workspace > Dashboards.
  2. On the Dashboards page, choose Create Dashboard > Standard.
    You can also choose Create Dashboard > Full Screen based on your requirements. This topic creates a standard dashboard.
  3. On the Data tab, select a dataset from the dataset drop-down list. On the left side of the top navigation bar, name the dashboard Details about Taobao orders.
    Add data
  4. Create a cross table and name it Order information. The following figure shows the fields that you need to configure for Rows and Columns.
    Order details
  5. Click Save in the top navigation bar.
  6. In the top navigation bar, click the Global Variables icon.
  7. In the Global Variables pane, configure related parameters and click OK.
    Parameter
  8. Click Save and Publish.

Configure the hyperlink feature

To configure the hyperlink feature, you must create a dashboard.

  1. On the Data tab, select a dataset from the dataset drop-down list. On the left side of the top navigation bar, name the dashboard Order sales details
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  2. Create a ranking board and name it Order information. The following figure shows the fields that you need to configure for Category (Dimensions), Indicator (Measures), and Auxiliary indicators (Mea.).
    Order details
  3. Click the Advanced tab. Click the Edit icon next to Hyperlink in the Advanced Settings section.
  4. In the Hyperlink dialog box, configure the related parameters and click OK.
    HyperlinkFor more information about how to configure a hyperlink, see Configure the hyperlink feature.
    After the configuration, the values in the order_id column of the Order information ranking board appear as hyperlinks. 3
  5. Click an order ID in the Order information ranking board, the dashboard automatically displays the Details about Taobao orders cross table. The cross table displays all the products whose order_id is SMDWH18004394.
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