The workbook applies to workspaces under Quick BI Pro and Quick BI Standard. The workbook is not supported in the personal workspace.

Common features

In the workbook editing page, you can undo, restore, cut, copy, and paste data, as shown in the following figure.

Conditional formatting

Click the Set Conditional Formatting icon in the toolbar to add conditions to data results. For example, you can highlight certain data, as shown in the following figure.

Add images and hyperlinks

The workbook provides you with the Images and Hyperlinks features so that you can create expressive charts, as shown in the following figure.

Add drop-down lists

Click the Drop Down icon to add labels to the data records.
Note Separate multiple labels with commas (,).

Text format

You can use the text format feature to adjust the text format in the charts.

  • Specify the text font, color, and background.
  • Specify the text size and style (Bold, Italic, Underline, and Strikethrough).
  • Specify the cell style (text alignment, text wrapping, indenting, and cell merging).
  • Specify the text formatting method (general, number, text, percentage, date, and custom settings)

Table properties

You can use the table properties feature to adjust table properties.

  • Insert row, insert column, delete row, delete column, autofit row height, and autofit column width.
  • Group, ungroup, hide row, hide column, freeze row, and freeze column.
  • Set borders.
  • Sort, filter, and set table styles.

Global parameters

You can set global parameters in the workbook. Global parameters can be used in the parameter links of tables.

  1. In the workbook editing page, click the Global Parameters icon.
  2. In the Parameters page, enter the required parameters and then click OK to finish setting global parameters.