Quick Audience:Quick BI Embedding and Selecting Audiance Configuration

Embedded channel configuration

The Quick BI administrator needs to configure the embedded channel. Otherwise, subsequent operations cannot be performed.

Procedure

1. Log on to the Quick BI Console.

2. In the left-side navigation pane, choose Developer Center > Publish Channel. On the Publish Channel page, click Add Channel.

3. Configure the parameters, as shown in the following table.

   Item	Example value
   Channel Name	Enter a channel name. We recommend that you set this parameter to Quick Audience. If you have purchased Quick Audience in multiple regions, we recommend that you set this parameter to Quick Audience (the region name). This name will be displayed in the pop-up window for report embedding configuration from the Quick BI.
   Channel remarks	Enter the description of the channel.
   Channel configuration URL	Enter the channel configuration URL. When you configure report embedding, you are reled to the URL. The format of the Quick Audience channel configuration URL is: https://Quick Audience domain name /analysisInsight/customMenu/menuSet For public cloud Quick Audience, the domain name is: Zhangjiakou region: quicka.aliyun.com Shenzhen region: quicka-shenzhen.aliyun.com Shanghai region: quicka-shanghai.aliyun.com

4. Click OK to save the configuration.

Enable report embedding

After the report is published, Quick BI workspace member needs to enable embedding for the report to be embedded before embedding the report into Quick Audience.

Procedure

1. Log on to the Quick BI Console.

2. Choose console > Workspace> Dashboards to go to the dashboard list.

3. Right-click the report that you want to embed and select Publish Channel. Alternatively, click the icon in the row that contains the report and select Publish Channel.

4. In the dialog box that appears, click Enable Embed, as shown in the following figure.

   

   After activation, the interface will prompt successful activation, and pop-up window shown in the following figure. You can click To Configure in the Actions column to embed the report. For more information, see Report Embedding Configuration.

   

Select audience configuration

To support the selection of audience in a report, the Quick BI workspace member needs to turn on the generate audience switch for the report and set the ID field that can be exported to Quick Audience when generating audience for each chart.

Procedure

1. Log on to the Quick BI Console.

2. Choose console > Workspace> Dashboards to go to the dashboard list.

3. Click the name of the report to be embedded, or click the icon in the row where the report is located to enter the editing page.

4. In the Page Settings section, click Advanced and select Allow Audience Generation.

5. Select the chart that you want to select. In the Chart Design > Advanced section, click the icon.

6. In the dialog box that appears, select a field as the user ID field that can be exported to Quick Audience. Select whether the ID field is encrypted. If the ID field is encrypted, select an encryption method. You can select MD5, SHA256, or AES. Click OK to save your settings.

   You can specify at least one ID field.

7. Save the configurations or publish the dashboard.

Report embedding configuration

After you enable embedding for a report, if you are an organization administrator or workspace administrator of Quick Audience, you can go to Quick Audience from the Quick BI to continue embedding the report. You can also embed the report in Quick Audience.

If you jump from the Quick BI to Quick Audience for embedding configuration, during configuration, you can directly embed the report into an existing menu, create a new menu for embedding, or only assign the report to a specified space without embedding it into the menu.

The menu is a hierarchical structure displayed in the left-side navigation pane when you view reports in QuickAudience. Two-level menus are supported.

Procedure

1. Log on to the Quick BI Console.

2. Choose console > Workspace> Dashboards to go to the dashboard list.

3. Right-click the report that you want to embed and select Publish Channel. Alternatively, click the icon in the row that contains the report and select Publish Channel.

4. As shown in the following figure, click To Configure to go to the report embedding configuration page.

   

5. In the pop-up window, select a space. You can select multiple spaces. The selected space is displayed in the left-side space list. Click a space in the list and configure the space on the right.

   • Mount the report to an existing menu: Select Existing Menu and select the menu to which you want to mount the report from the drop-down list.

   • Create a menu to mount: Select New Menu and enter the name of the menu that you want to create. If you want to create a second-level menu, select an existing menu from the drop-down list as the parent menu. If you want to create a first-level menu, do not select.

     Note

     When you select an existing menu, if the menu is already embedded with a report, only the newly embedded report will be displayed.

     

   • Allocate the report only to the specified space: Select Do Not Mount.

6. Click Save to save the configurations.

For more information about how to embed reports in Quick Audience or grant the permissions to view reports to a specified account, see Menu Configuration and Report Embedding.