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    Quick BI:Application Toolbar

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    Quick BI:Application Toolbar

    Last Updated:Jan 20, 2025

    The toolbar enables you to collaborate, save changes, switch data sources, accelerate dataset configuration, and more.

    Prerequisites

    You must have created a dataset. For more information, see Create and Manage Datasets.

    Configure the toolbar

    1. Navigate to the dataset edit page from the Quick BI home page by following the steps illustrated below.image

    2. The dataset edit page displays the toolbar buttons as shown below.image

      Button

      Name

      Feature description

      ①image

      Lock

      You can achieve Data Protection under Collaborative operations.

      • When the image.png icon is displayed, you can edit the dataset.

      • When the image.png icon is displayed, click the icon to unlock it before you can edit the dataset.

      Note

      This icon appears only in group workspaces.

      ②image

      Placeholder Management

      You can perform operations such as variable name settings, variable type settings, query default values, and delete in placeholder management.

      ③image

      Hint Statement

      You can click the image.png icon in the menu bar at the top of the dataset edit page to customize the Hint statement.

      Note

      Setting HINT statements is not supported when data tables are associated across sources.

      ④image

      Acceleration Configuration

      Configure acceleration for the dataset.

      ⑤image

      Save

      Save the current dataset.

      ⑥image

      Start Analysis

      Start report analysis.

      You can create dashboards, workbooks, ad hoc analysis reports, data dashboards, and Downloads based on start analysis. Intelligent creation is supported. After you click the intelligent creation option, reports can be generated through Smart Q.

      ⑦image

      Save As

      Save the dataset with a new name and location.

      Switch Data Sources

      You can switch the data sources in a dataset directly.

      Row-level Permissions

      When you need to restrict the view range of certain fields, you can set row-level permissions to narrow the visible range.

      Column-level Permissions

      When sensitive fields (such as employee levels, employee salaries, customer names) exist in your dataset, you can configure column-level permission rules for management.

      Switch Light and Dark Themes

      image

      • Light Mode

        image

      • Dark Mode

        image

      • Follow Organization Configuration

        Follow the system style in custom configuration.

        image

    Switch Data Sources

    You can switch the dataset's data source as needed.

    Important

    Please save your dataset before changing the data source to avoid losing unsaved content. Also, verify the calculated field configuration for compatibility, as different data sources may support varying syntax.

    1. From the Quick BI home page, follow the steps shown in the figure below to access the dataset edit page.image

    2. Once on the dataset edit page, follow the steps depicted in the figure below to change the data source.

      Untitled