Background information

You can only create workbooks in the Workspace of Quick BI Enterprise or Quick BI Pro. The workbook feature is unavailable in Personal Space. This example uses a dataset named company_sales_record to create a commodity sales and trading table.

Quick BI categorizes data in a dataset into dimensions and measures based on certain rules. In most cases, data of String type falls into the category of dimensions, while data of Double type or Bigint type falls into the category of measures. You can select proper fields from the dimensions and measures to place them in rows or columns, and perform data analysis with proper filtering conditions.


  1. Log on to the Quick BI console, and click Workspace.
  2. Click Workbooks to go to the workbook management page.
  3. Click Create Workbook to go to the workbook editing page.
  4. Click the All icon, or the data cannot be displayed normally.

    You can also specify the scope of data to be displayed on the workbook. The data can be displayed in partitions.

  5. Locate the company_sales_record dataset. Double-click the product_type field and the order_amt field, as shown in the following figure.

  6. Click Update to update the data.
  7. Click Save and select a location to save the workbook.
    You can also save the workbook to a local disk.
  8. Enter Commodity sales and trading table as a table title, and click OK.

If you use Quick BI Professional Edition, you can insert charts and a filter bar in the workbook.

Workbook supports eight charts and one filter bar. You can insert charts and widgets to display data based on your needs.


  1. Click the chart icon or click More. Select a chart type. For example, you can select a column chart, as shown in the following figure.
  2. In the workbook, select the data source used to make a chart, as shown in the following figure.
  3. Click OK. A chart is automatically displayed in the workbook, as shown in the following figure.
  4. In the chart, click the icon in the upper right corner, and you can select Refresh, Settings, or Delete, as shown in the following figure.
  5. You can drag and drop the chart to any position.


  1. Click Filter Bar.
  2. Click +Add Correlated Datasets to add a filter.
  3. Click the drop-down arrow and select a data source from the drop-down list.
  4. Select a field to be queried, for example, the shipping-cost field. Double-click or drag and drop the field to Filter Fields.
  5. Click the Set Filter icon, select the query scope and the target chart, and click OK.
    The filter bar supports the association of datasets from different sources or from the same source. This example uses the Current Dataset association.
  6. Click Filter, and the data in the table with shipping costs above 1,000 will be automatically filtered.
  7. Click the Delete icon to delete the current field.
  8. Click the close button to delete the current filter bar.