A portal, also known as a data product, is a set of dashboards that contain menus. You can use a portal to perform complex topic-based data analysis with a navigation pane.

Create portals

  1. Log on to the Quick BI console.
  2. Click Workspace > Portals to go to the portal management page.
  3. Click Create Portal to go to the portal editing page.
  4. On the Page Setting tab page, set the title name, background color, and navigation bar color. You can also upload a logo and edit the footer, as shown in the following figure.


  5. Click the Close icon to close the setting page and the Menu Setting tab page displays, as shown in the following figure.


  6. On the Menu Setting tab page, set the menu structure, menu levels, and menu homepage.
  7. On the Content Setting tab page, set the display name, external link, icon, and view type of each menu.
  8. Click the Preview icon to view the portal.

Menu settings

  • Click Add Menu to add a level-one menu in the navigation bar.
  • Click + to add a submenu.


  • References to dashboards, workbooks, and external links are supported.