The basic work flow of Quick BI is as follows.

  1. Create a data source.
  2. Create a dataset.
  3. Create a workbook, worksheet, or dashboard.
  4. Building a data portal

The basic components are as follows.

  • Data Source
  • Datasets
  • Worksheet (Quick BI Basic)
  • Workbook (Quick BI Pro and Professional edition)
  • Dashboards
  • Portal (Quick BI Pro and Professional edition)

Data Source

You can use data sources  to provide data to Quick BI.  Quick BI supports multiple ways to add data sources:
  • From cloud database
  • From external database
  • Upload local files (personal workspace only)

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


You can create tables of different data sources as data sets. then edit, move, or delete a dataset.

For more information about how to create a dataset, see Create a dataset.


The workbook is only available for a workspace. Workbook provides a spreadsheet environment.  You can use it to reference individual cells, leverage a rich range of functions, and create sophisticated business reports.

For more information, see Workbook overviewCreate a workbook.


Dashboards use a more flexible tile layout to show interactions between data. A dashboard not only visualizes data but also supports data filtering and query and multiple data display modes to highlight the key fields of data.

Dashboard supports two kinds of display mode.

  • Standard dashboard (for Quick BI Basic and Pro)
  • Full-Screen dashboard (for Quick BI Professional)

In standard mode, the dashboard includes 17 kinds of charts and 5 widgets.

In full-screen mode, the dashboard includes 17 kinds of charts and 3 widgets.

For more information, see Charts overview.


The data portal is also known as the data product.  and reporting products that use a menu structure. You can use a portal as part of a management analysis system, for it supports to be referenced by external links.

The portal function is only available for Quick BI Pro and Quick BI Professional edition.

For more information, see Create a portal.