Data portals are also called data applications. You can query and edit your own chart files.

  1. Log on to the Quick BI console.
  2. Click Workspace > Workbooks to enter the Workbooks page.
  3. Select and right-click a workbook, as shown in the following figure.


    • Edit: Edit the workbook.
    • Edit Properties: Edit the workbook name.
    • Share: Share the workbook with other users in a specific period.
    • Make Public: Allows visitors to access the workbook through a generated link without logging on to the system.
    • Move: Move the workbook to another directory.
    • Delete: Delete the workbook.
    Note A shared workbook is read-only and cannot be edited.
  4. Click Dashboards to enter the Dashboards page.
  5. Select and right-click a dashboard, as shown in the following figure.


    • Edit: Edit the dashboard.
    • Edit Properties: Edit the dashboard name.
    • Share: Share the workbook with other users in a specific period.
    • Make Public: Allows visitors to access the workbook through a generated link without logging on to the system.
    • Move: Move the dashboard to another directory.
    • Delete: Delete the dashboard.
  6. Click Portals to enter the Portals page.
  7. Select a portal, and right-click it, as shown in the following figure.


    • Edit: Edit the portal.
    • Edit Properties: Edit the portal name.
    • Share: Share the workbook with other users in a specific period.
    • Delete: Delete the portal.