This topic describes how to create a workbook. You can create workbooks only in group workspaces of Quick BI Pro and Quick BI Enterprise Standard.


A dataset is created. For more information, see Create a dataset.


  1. Perform the operations in the following figure to create a workbook. Create a workbook
  2. On the page that appears, click the Dataset icon. Dataset
  3. From the dataset drop-down list, select the dataset for which you want to create a workbook.

    Fields in the dataset are synchronized to the Dimensions and Measures sections.

  4. In the Dimensions and Measures lists, double-click or drag and drop the fields to Rows and Columns to create the workbook. International site (
    Note To configure the filter feature, drag and drop the fields to the Filters section and click the Filters icon on the right to filter the field values based on your requirements. For more information, see Filters.
  5. Click Update.
    The fields are displayed in the workbook display section. Add a dataset
    Note If you want to exchange rows and columns, you can click the Transpose icon, and then click Update.
  6. Click Save.
    Note If you save the workbook for the first time, the Save Workbook dialog box appears.
    Parameter Description
    Name The name of the workbook.
    Save To The location to which the workbook is saved.
  7. Click OK.

Configure the style

  1. In the workbook editing panel, click the Style tab.
  2. In the Display Settings section, specify whether to merge cells of the same type.
    Merge Same Cells: If you select this option, the cells that have the same content in the workbook are merged. Merge cells

Configure advanced settings

  1. In the workbook editing panel, click the Advanced tab.
  2. In the Advanced Settings section, configure cross-block dimension alignment.
    You can use this feature to align the same dimensions in different datasets. For example, you need to associate the province fields in the blocks marked with ① and ② in the following figure to view more order information about a province.
    1. Click the Edit icon next to Cross-Block Align. Configure association 1
    2. In the Cross-Block Dimension Align dialog box, click the Create an association icon.
    3. Configure Current Block Dimension, Associated Block, and Associated Block Dimension.

      Select province for Current Block Dimension, E for Associated Block, and province for Associated Block Dimension.

    4. Click OK. After the configuration
      Hide redundant columns D and E. The following figure shows the result of cross-block dimension alignment. Result of cross-block dimension alignment


How do I synchronize data to the current workbook after a dataset field is updated?

Reload the workbook.