All the worksheets, dashboards, and data portals that have been created in the system are report files. A data portal can be also called a data file.  You can query and edit your own report files.

Procedure

Note
The Quick BI Basic only contains the worksheet. The Quick BI Pro and Quick BI Professional edition contain both worksheet and workbook. The workbook is only available in the workspace.
  1. Log on to the Quick BI console.
  2. ChooseWorkbench > Workbooks, to go to the workbook management page.
  3. Select and right-click a workbook, as shown in the following figure.


    • Edit Properties: Modify the worksheet name.
    • Share: Share the workbook with other users within the specified period of time.
    • Move: Move the workbook to other folders.
    • Delete: Delete the workbook.
    Note
    A shared workbook is read-only and it cannot be edited.
  4. Click Dashboards to go to the dashboard management page.
  5. Select and right-click a dashboard, as shown in the following figure.


    • Edit Properties: Modify the dashboard name.
    • Share: Share the dashboard with other users within the specified period of time.
    • Make Public: Publish the dashboard so that other people can view the dashboard without logging on to Quick BI.
    • Move: Move the dashboard to other folders.
    • Delete: Delete the dashboard.
  6. Click Portals to go to the data portal management page.
  7. Select and right-click a data portal, as shown in the following figure.


    • Edit Properties: Modify the data portal name.
    • Share: Share the data portal with other users within the specified period of time.
    • Delete: Delete the data portal.