This topic describes the release notes for Quick BI V3.12.2 and provides links to the relevant references.

Release date

August 2021

Data sources

Datasets

  • The dimension type can be images. For more information, see Edit dimensions.
  • The Use authorization operation is supported to specify the users who can perform operations on a specified dataset. For more information, see Manage datasets.
  • The data source of a dataset can be changed to another data source that is of the same type as the original data source. For more information, see Change the data source for a dataset. Change a data source

Dashboards and chart analysis

  • The filter bars are upgraded.
    • When Display type is set to Tree drop, Multiple choice is supported for inquiry mode.
    • The Reset and Clear icons are added.
    • The section that is used to customize time granularity details is optimized. This section appears when Display type is set to Date selection.
    • When you use a filter bar to query data based on a text field and set the Display type parameter to Drop-down list (formerly enumerated filter) or Tree drop, Pre-query is supported for the Query time parameter.
      If Pre-query is selected, you can select a value from the drop-down list in the filter bar on the dashboard. The values displayed in the drop-down list are determined based on the configuration of row-level permissions. The default value that is displayed for each account varies based on the configuration of row-level permissions. A single dataset 312.1

    For more information, see Create a filter bar.

  • Visual analysis
    • Field filters for dashboard components and workbooks are upgraded.

      For more information, see Query data based on a date field.

    • Data ranking is supported for cross tables of the latest version and ranking boards. For more information, see Data ranking. Data ranking
    • The Yearly Cumulative Value option is supported for measures. For more information, see Cumulative calculation. The day field
      Note
      • The Comparison option is not supported for measures.
      • Cumulative Calculation is supported only for measures marked with SUM, such as SUM.
      • Cumulative Calculation is supported only when the dimension contains one date field and its time granularity is year, quarter, month, week, or day.
    • The percentile and median aggregation methods are supported for measures. For more information, see Configure a measure field.
      The following table describes the aggregation methods supported by different data sources.
      Data source Supported aggregation method
      All data sources that can connect to Quick BI SUM, AVG, COUNT, COUNT DISTINCT, MAX, and MIN
      MySQL, Vertica, SAP IQ (formerly known as Sybase IQ), SQL Server, Presto, Postgre Plus Advanced Server (PPAS), PostgreSQL, Oracle, MaxCompute, Hive, SAP HANA, AnalyticDB for PostgreSQL, GBase, IBM DB2 for LUW, Clivia, ClickHouse, and AnalyticDB for MySQL V2.0 Population Standard Deviation, Sample Standard Deviation, Population Variance, and Sample Variance
      HBase Population Standard Deviation
      SAP IQ (formerly known as Sybase IQ), Oracle, MaxCompute, SAP HANA, IBM DB2 for LUW, Presto, HBase, AnalyticDB for PostgreSQL, and PostgreSQL Median
      SAP IQ (formerly known as Sybase IQ), Oracle, MaxCompute, SAP HANA, IBM DB2 for LUW, and ClickHouse Percentile
    • The export feature for dashboard components is upgraded. The export feature for workbooks is also upgraded.
      • The Export to Image and Export to PDF options are combined into the Export icon.
      • The EXCEL option is added to allow you to export dashboards and workbooks as Excel files.
      • Dashboards and workbooks can be exported to Object Storage Service (OSS) buckets.
      For more information, see Manage dashboards.
    • The Data Display Format parameter is moved from the Series Settings section to the Data tab. This allows you to view data display formats of measures and configure data display formats for multiple measures at a time in an efficient manner.
      • The Data Display Format parameter is optimized and moved to the Data tab.
      • Batch alignment is supported for cross tables and ranking boards. 10
      • Batch configuration of aliases, aggregation methods, and value display formats is supported. 11
      • Measures can be renamed. 1

      For more information, see Configure multiple measure fields.

    • The data comparison feature is supported for line charts. For more information, see Add data comparison. Sample figure 312.1
  • Trend indicator charts are optimized.
    • Secondary Y-axes are supported. 1
    • The display formats for secondary Y-axes can be configured. 2
    • Trend charts can be switched between line charts, area charts, and column charts. 3
    • The styles, sizes, and layouts of axes are upgraded. 4
    • When you move your pointer over a general trend chart that shows the trends of all specified measures, a tooltip that provides the value of each measure on the corresponding date appears. 13
    • When you move your pointer over a single-measure trend chart, a tooltip that provides the corresponding date appears and the values of the other measures on this date are displayed on their corresponding trend charts. 14
  • Highlights for filter interaction and dimension switchover are supported for waterfall charts, scatter charts, and bubble charts.
  • Ticker boards are optimized.
    • Images can be added as icons, font sizes can be customized, and diagrams can be added. Font size setting 312Sample image 312
    • Background colors and background images can be customized. 5
    For more information, see Ticker board.
  • Kanbans are optimized.
    • Images can be added to kanbans. Product image 312
  • Timeline charts and dynamic bar charts are supported.

    For more information, see Dynamic bar chart and Timeline chart.

  • Colored maps and geo bubble charts are optimized.
    • The Minimal and 3D Filling options are added for the Style Template parameter. 1
    • Map color
      • Fill color is supported. The default background color is gray. If no fill color is specified for a map, the default background color is applied.
      • Border color is supported. By default, no border color is applied.
      6
    • Four types of basemaps are added. 23
    • 3D maps are supported. 3D
    • Labels can be displayed. Region names and measure values can be displayed at the same time. 22
    • The measure values in a chart are automatically summed. This facilitates comparison and analysis. 34
    • The Percentage-based option is supported when you configure the range of colors. 12
    • For a color map, the three regions with the largest measure values and the three regions with the smallest measure values are highlighted. For a geo bubble chart, the three bubbles that indicate the largest measure values and the three bubbles that indicate the smallest measure values are highlighted. 12
    • The measure specified for a chart can be changed by selecting another measure from the measure drop-down list in the upper-right corner of the chart. This helps you perform multidimensional analysis. 13
    • Continental maps are supported. Before you create a continental map based on a dimension in a dataset, you must change the dimension type by choosing Geo > Continent. 3
    • A specific area can be selected to zoom in. Zoom-in
    • The filter interaction feature is optimized. After you click an area in a chart, the associated charts on the dashboards display data of the selected area. Filter interaction of geo bubble charts

    For more information, see Filled map and Bubble map.

  • LBS heat maps and LBS flying line maps are supported in group workspaces of Quick BI Enterprise Standard Edition. For more information, see LBS heat map and LBS flying line map.
  • Funnel charts are optimized.
    • The Perfect Trapezoid layout is supported. In this layout, the width of each layer is not determined by the measure value. A funnel chart in the Perfect Trapezoid layout is used only to show values across stages in a process. 1412
    • Associated areas are highlighted. 16

    For more information, see Funnel chart.

  • Word clouds are optimized.80

    For more information, see Word cloud chart.

  • Scatter charts and bubble charts are optimized. For more information, see Bubble chart.

    The Median Value option is supported for the Axis Value parameter after the four-quadrant feature is enabled.

  • The following types of charts are optimized: line charts, column charts, stacked column charts, 100% stacked column charts, area charts, stacked area charts, 100% stacked area charts, bar charts, stacked bar charts, 100% stacked bar charts, and combination charts.
    • Color legends can be sorted. You can configure different colors for different measures on the Style tab. 9
    • Batch configuration of tags is supported for line charts, area charts, stacked area charts, and 100% stacked area charts. 12
    • Alignment of the primary and secondary Y-axes is supported. 6
  • Tab upgrades
    • Charts can be dragged into and out from tabs. 11
    • Tab names can be customized. 12
    • Tabs can be added. 13
    • The order of tabs can be adjusted. 17
    • Tabs can be copied. 14
    • The tab bar can be stuck on the top. 8
    • Auto Height and Custom Height are supported for Tab Height. 7
    • The Center option is supported for Tab Layout. 1
    • Tabs can be copied or deleted. 1

    For more information, see Tab.

  • Two formulas can be used to calculate the percentage of completion that appears in progress bars, circular bars, and liquid fill gauges.
    • Percentage of completion = Actual value/Expected value x 100%
    • Percentage of completion = [1 - (Actual value/Expected value - 1)] x 100%
      Note By default, this formula is used. This formula takes effect only when the expected value is a negative number.

    For more information, see Progress bar.

  • Pie charts are upgraded. For more information, see Pie chart.
    • The Decimal Places parameter is added in the Chart Style section. Percentage of completion 312.1
    • The Enable Indicator Filter parameter is added in the Functionality Settings section. Pie chart 312.1
    • Smart Display and Full Display are supported for Label Display Mode.
  • Radar charts are upgraded. For more information, see Radar chart.
    • Dimension As Branch Label and Measure As Branch Label are added to the Data tab. 12
    • Polygon and Circle are supported for Layout. 2
    • Smart Display is supported for Show Labels.
    • The maximum value for an axis can be configured. 1
    • Labels on the vertical axis can be displayed. 6
    • Auxiliary lines are supported. 1
  • Treemap charts are upgraded. For more information, see Treemap chart.
    • By default, measure values are displayed in descending order from the upper-left corner to the lower-right corner.
    • Percentage and Measure are supported for Show Label.
  • Polar area charts are upgraded. For more information, see Polar area chart.
    • Polar diagram was renamed Polar area chart.
    • By default, measure values are displayed in descending order.
    • Label display modes are optimized.
  • Story Builder is added. For more information, see Story Builder. 1
  • The annotation feature is supported. For more information, see Label.
    Annotations can be added to line charts, column charts, 100% stacked column charts, bar charts, stacked bar charts, 100% stacked bar charts, area charts, stacked area charts, 100% stacked area charts, and combination charts. 1
  • Dynamic playback is supported for bubble charts and scatter charts. For more information, see Bubble chart and Scatter chart.
  • Auxiliary indicators are supported for ranking boards. A maximum of three measures can be added as auxiliary indicators for each ranking board. For more information, see Ranking board. 1
  • Conditional formatting is supported. For more information, see Kanban.
    Conditional formatting is supported for kanbans, trend indicator charts, ranking boards, ticker boards, and rich text boxes. 25
  • Images can be added to cross tables and ranking tables.
  • The visual effect of trend indicators is upgraded. For more information, see Indicator trend chart.
  • Sankey diagrams are upgraded. For more information, see Sankey diagram.
    The maximum number of fields that can be added to Node Height (Measures) is increased from 5 to 20. Sankey diagram
  • Cross tables are upgraded. For more information, see Latest cross table.
  • Text boxes are upgraded to rich text boxes. You can add text in rich text boxes. For more information, see Rich text widget. 21
  • Dashboard upgrades
    • Filter bars can be added into charts. You can configure filters for each chart.

      For more information, see Add and configure a filter bar for a chart.

    • Filter bars can be added into tabs. For more information, see Add and configure a filter bar for a tab.
    • The Whether to remember query conditions check box is added. If you select Whether to remember query conditions, all existing query conditions in the organization are saved. For more information, see Configure the system to save query conditions.
    • The Exclude option is supported when the inquiry mode in a drop-down list is set to Multiple choice. For more information, see Create a filter bar.
    • The Exclude option is supported when the inquiry mode in the filter is set to Multiple choice. For more information, see Filters. 12
    • After cascading conditions are configured, if you hide query conditions that are not configured in the first-level filter, the configuration of the cascading conditions is cleared. However, if you hide the query conditions in the first-level filter, the configuration of the cascading conditions is retained.

      For more information, see Configure conditional cascade.

    • The Filter width parameter is supported when the style parameter is set to Tile for a filter bar.
      For more information, see Create a filter bar. Configure the filter width
  • Data of a specific area can be selected to implement filter interaction.
    This feature is supported for line charts, column charts, stacked column charts, 100% stacked column charts, area charts, stacked area charts, 100% stacked area charts, bar charts, stacked bar charts, 100% stacked bar charts, combination charts, scatter charts, and bubble charts.
    • The Show Only option is supported to show only the data in the selected area. Show Only 312
    • The Exclude option is supported to show only the data that excludes the data in the selected area. Exclude 312
    • The View Data option is supported to show the details of the data in the selected area. View data 312
    • The Annotate option is supported to allow you to add annotations on the selected area. Annotate 312
      Note The annotation option is supported for the following charts:
      • Trend charts: line charts, area charts, stacked area charts, 100% stacked area charts, and combination charts
      • Charts for comparison: column charts, stacked column charts, 100% stacked column charts, bar charts, stacked bar charts, and 100% stacked bar charts
      • Charts that show relationships between data: scatter charts and bubble charts
      • Maps: colored maps and geo bubble charts
    • The Drilldown option is supported. You can select an area that contains specific dimensions. This allows you to view data in a new chart that is generated based on the selected dimensions.
      The following example uses the company_sales_record dataset to show the drilling effect. Selection of a specific area and filter interaction
  • The combined usage of data drilling and filter interaction is optimized.
    • The drilling feature and the filter interaction feature can be used together. For more information, see Effects of data drilling and filter interaction. 34
    • The visual effect of filter interaction is optimized.
    • The Cancel filter interaction icon is provided to cancel filter interaction. 14
    • Filter interaction takes effect after you click an area or a field in a chart. You can click a blank area to cancel filter interaction. In earlier versions, you need to double-click an area or a field in a chart to make filter interaction take effect.
  • The hyperlink feature is optimized.
    • Hyperlinks can be created based on time fields. Hyperlink 1
    • Hyperlinks can be created by selecting multiple dimensions. Hyperlink 2
    • The Open Pop-up Window option is supported to open a hyperlink. Hyperlink 3
  • Themes that use different color systems are supported. For more information, see Design a theme. Select a color system

Workbooks

  • The feature to create workbooks is optimized. For more information, see Create a workbook.
    • The Merge Same Cell feature is supported. 1
    • The Cross-Block Align feature is supported.
    • Rich text can be inserted into cells. 1
  • Configuration items for workbooks are optimized. For more information, see Configure a workbook.
    • The order of sheets can be adjusted.
    • The watermarking feature is supported.

Forms

The forms feature is added. For more information, see Overview.
Note The forms feature is in public preview.

Configuration management

  • Users to whom you want to grant the permissions on BI portal menus can be selected from user groups. Manage menu permissionsFor more information, see BI portal menu permissions.
  • The caching acceleration feature is supported. Data Lake Analytics (DLA) can be used to accelerate queries on MaxCompute data sources.

    For more information, see Configure an acceleration engine.

  • The Organization page is optimized.

Unpublished charts

  • Hierarchy charts are unpublished.

    The entry points to create hierarchy charts and switch other charts to hierarchy charts are removed. Existing hierarchy charts can be displayed but cannot be switched to other types of charts or edited.

  • LBS trail maps and LBS dynamic trail maps are unpublished.

    Existing LBS trail maps and LBS dynamic trail maps cannot be normally displayed or edited.

  • Text boxes are upgraded to rich text boxes.
    The following features supported by text boxes are unpublished:
    • The font configuration item unpublished. Existing text boxes that apply fonts can be deleted but cannot be edited.
    • The strikethrough configuration item is unpublished. Existing text boxes that apply strikethroughs can be deleted but cannot be edited.
  • Pivot tables are unpublished. The pivot table option displayed in the navigation bar is replaced by the cross table option. Existing pivot tables can still be used and can be switched to cross tables of the latest version by choosing Style > Switch Versions.
  • Filter bars can no longer be moved onto tabs but can be directly created on tabs.
  • The icon used to create cross tables of earlier versions is removed from the navigation bar. You can choose Style > Switch Versions to switch cross tables of the latest versions to cross tables of earlier versions. Cross tables of earlier versions can still be used. You can choose Style > Switch Versions to upgrade cross tables of earlier versions to the latest version. 1
  • Measures in word clouds are automatically sorted in descending order on the Data tab. The sorting order can no longer be configured.
Note Before you upgrade Quick BI, evaluate the impact on your business. If you have questions, contact Quick BI technical support.