If you need to efficiently create a large number of charts for visualized data analysis, we recommend that you create a standard dashboard. This topic describes basic operations on a standard dashboard, such as view chart data, configure chart features, change chart types, and set the chart layout.

Basic operations

After a standard dashboard is created, you can perform the following operations in the display area of the dashboard:

View chart data

  1. On the dashboard editing page, select a chart.
  2. Click a legend on the chart to view the related data. View a chart

Manage charts

Move the pointer over the upper-right corner of the chart and click the More icon icon to perform the following operations:
  • Filter: Specify filters for the chart.

    For more information, see Add and configure a filter bar for a chart.

  • Move To: Move the chart to a tab container.
  • View Data: View the data of the chart.
  • Copy: Copy the chart.
  • Label: Use icons, background colors, and highlighted measures as labels for a specific part of the chart.

    For more information, see Label.

  • Export: Export PNG images or export data of the chart as a PDF or an Excel file and store the exported file on your on-premises machine or the Object Storage Service (OSS) server.

    For more information, see Export data.

  • View SQL Statements: View the SQL statements of the chart.
  • Full Screen: Display the chart in full screen.

    In full-screen mode, you can click Exit Full Screen to exit.

  • Delete: Delete the chart.

Change the chart type

On the dashboard editing page, you can change the type of an existing chart.

  1. On the dashboard editing page, select a chart.
  2. On the right side of the dashboard editing page, click Change Chart Type.
    The following figure shows how to change the chart type from Pie Chart to Radar Chart Change the chart type
    The pie chart is changed to a radar chart, as shown in the following figure. Radar chart
Note If the chart type fails to change, the fields of the current chart type do not match those of the selected chart type. The system provides instructions to help you adjust the fields based on the current and selected chart types. To change the chart type, follow the instructions to add appropriate dimensions or measures to the correct fields.

Export data

The export feature is supported only after you turn on the Export switch.

  1. On the dashboard editing page, select a chart.

    You can also perform this operation on the Preview page.

  2. In the upper-right corner of the chart, click the More icon icon and select Export.
  3. In the Export dialog box, configure the parameters described in the following table.
    Parameter Description
    Export Name You can customize the name of the attachment that you want to export.
    File Format Valid values: EXCEL, Image, and PDF.
    Note If you set File Format to EXCEL when you export data of a cross table, you can set Cross Table Data to Export with Format or Pure Data (Recommended for more than 50,000 cells).
    • If the cross table has more than 50,000 cells, we recommend that you set Cross Table Data to Pure Data (Recommended for more than 50,000 cells).
    • If you need to export data as an Excel file, only the first 10,000 records can be exported.

    Organization administrators can configure the format of the exported file.

    Export Channel You can export data to your on-premises machine or the OSS server.
  4. Click OK.

Adjust the dashboard layout

  • Move the pointer over one of the four corners of the chart. When the pointer turns into a double-headed arrow, drag and drop to resize the chart.
  • Move the pointer over the chart. When the pointer changes to a hand, drag and drop to move the chart.

Add a dashboard to favorites

On the dashboard editing page, click the Add to Favorites icon icon in the main menu bar to add the dashboard to favorites.
Note You can add a dashboard to favorites only after the dashboard is published.

Configure parameters in the Page Settings panel

On the dashboard editing page, click the Page Settings icon in the main menu bar. In the Page Settings panel, configure the watermark display, download settings, skin, theme color, cascading conditions, and global parameters of the dashboard. Page Settings
  • Basic Settings: Specify Display Watermark and Allow Download.
  • Theme design: Set the official template, skin, and theme color of the dashboard. For more information, see Design a theme.
  • Cascading Conditions: Configure the association between filter bars of the dashboard. For more information, see Configure conditional cascade.
  • Global Parameters: When you configure a report, you can reference global parameters to support some scenarios in which parameters need to be changed. For more information, see Configure global parameters.

Configure global parameters

Notice
  • In Quick BI Basic, you cannot configure global parameters. In Quick BI Pro and Quick BI Enterprise Standard, you can configure global parameters only in group workspaces.
  • You can configure global parameters only after you create a dashboard and click Save.
  1. On the dashboard editing page, click the Global Parameters icon in the main menu bar.
  2. In the Global Variables dialog box, configure global parameters and click OK. Configure global parametersFor more information, see Configure global parameters.

Make a dashboard public

After a dashboard is made public, a new URL is generated. Other users can view data of the dashboard by using this URL, without the need to log on to the Quick BI console.

  1. On the dashboard editing page, click the More icon icon in the main menu bar and click the Make Public icon icon. Make a dashboard public
  2. In the Make Public panel, specify Expiration Date.
  3. Select Generate URL as required.
    • If you select Generate URL and click Make Public, the URL in the URL field changes after you change Expiration Date and click Make Public again.
    • If you leave Generate URL unselected and click Make Public, the URL in the URL field does not change after you change Expiration Date and click Make Public again.
  4. Click Make Public.