Key procedures

  1. Create data sources
  2. Create datasets
  3. Create workbooks and dashboards
  4. Create portals

Basic objects

  • Data source
  • Dataset
  • Workbook (for Quick BI Pro and Quick BI Professional Edition)
  • Dashboard
  • Portal (for Quick BI Pro and Quick BI Professional Edition)
Note For more information about the difference of editions, see the following figure.

Data source

When you use Quick BI for data analysis, you must first specify the data source of the raw data. A data source stores your raw data. You can use multiple methods to add data sources:
  • Add data sources from cloud database services
  • Add data sources from user-created database systems
  • Upload local files (only available for Personal Space)

For more information about creating data sources, see Create a cloud data source, Create a data source from external database and Upload local files.


You can create datasets by using tables from different data sources. You can edit, move, or delete a dataset in the dataset list.

For more information about datasets, see Create a dataset.


Workbooks are available for Workspace. You can obtain a workbook by analyzing and processing a dataset. Select a dataset for data analysis.

For more information about creating workbooks, see Create a workbook.


Dashboard provides you a more flexible tile layout to create interactive reports with visual analytics. Dashboard supports data filtering, data query, and multiple data display modes to highlight the key fields of data.

Dashboards support two display modes.

  • Standard mode (for Quick BI Pro and Quick BI Professional Edition)
  • Full-screen mode (only for Quick BI Professional Edition)

The standard mode supports multiple charts and five layout widgets.

The full-screen mode supports multiple charts and three layout widgets, as shown in the following figure.

For more information about how to create a dashboard, see Use dashboard to create charts.


A portal is also known as a data product. You can use the portal to build applications such as a sales analysis system. In addition to using native visual artifacts created in Quick BI, you can also link external resources in a portal.

Portals are only available for Quick BI Pro and Quick BI Professional Edition.

For more information about portals, see Example: Create portals.