features of the application toolbar - Quick BI - Alibaba Cloud Documentation Center

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.

Top toolbar

Navigate to the dataset edit page from the Quick BI home page by following the steps illustrated below.
The dataset edit page displays the top toolbar buttons as shown below.

Button	Feature description
①Lock	You can achieve Data Protection under Collaborative operations. When the icon is displayed, you can edit the dataset. When the icon is displayed, click the icon to unlock it before you can edit the dataset. Note This icon appears only in group workspaces.
②Save	Save the current dataset. Note The dataset name must be within 100 characters. Names exceeding this limit will be truncated.
③Advanced Configuration	Supports the following advanced configurations: For more information, see Create and Manage Datasets.
④Create Dashboard	Use the current data source to Create Dashboard.
⑤Start Analysis	Use the current data source to Create Dashboard, Create a Workbook, Create a Data Dashboard, Create Ad Hoc Analysis, Create a Download, and Intelligent Creation of dashboards.
⑥More	Supports Switch Data Sources, Save As, and Switch Light and Dark Themes. Switch Data Sources You can switch the dataset's data source as needed. Important 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. Save As Save the dataset with a new name and location. Restore Historical Version In the Restore Historical Version dialog box, the left panel displays historical versions of the current dataset in reverse chronological order, according to the retention policy. You can click to view details of each version, find the specific version you want to restore, select it, and restore it. Note The system retains up to 15 saved versions from the last 3 months. When you restore a historical version, some fields might have been deleted or modified, which could cause errors in dependent charts. Please proceed with caution. Switch Light and Dark Themes Light Mode Dark Mode Follow Organization Configuration Follow the system style in custom configuration.

Model configuration interface toolbar

In the model configuration interface, you can set HINT statements. For more information, see Create and Manage Datasets.

Data processing interface toolbar

In the data processing interface, the toolbar contains the following buttons:

Button	Feature description
①Source Table	Displays the number of source tables. Click to expand and view the source table names. Click Model Details to enter the model configuration interface.
②Create Calculated Field	If the data that you want to analyze needs to be processed based on the source data, instead of being obtained from a data table, you can create a calculated field. For more information, see Create Calculated Field.
③Create Group Dimension	Group dimensions are used in scenarios in which dimension values are grouped. For example, you can divide the age field into minor, youth, middle-aged, and elderly groups to view the vaccination status of people of each age group. For more information, see Group Dimension.
④Create Hierarchy	Used for drill-down analysis in charts, allowing automatic drill-down based on hierarchical structures. For more information, see Drill-down.
⑤Create Placeholder	Placeholders can be used to dynamically adjust calculated field results, flexibly switch between metrics or analysis dimensions, and dynamically adjust auxiliary lines. For more information, see Placeholder.
⑥Display Format	When a measure field is selected, you can set its display format to automatic, integer, 1 decimal place, 2 decimal places, percentage, percentage with 1 decimal place, or percentage with 2 decimal places. When a date field is selected, you can set its display format. Each Date granularity field supports configuring a Default Date Display Format. For more information, see Create and Manage Datasets.
⑦Null Value Display	When a field is selected, you can set how null values are displayed. For Dimension fields, you can set the display style for null values or empty strings. For Measure fields, you can set the numeric display format. For more information, see Create and Manage Datasets.
⑧Sort	Set the sorting method for fields. The default is no sorting. You can set ascending order, descending order, or custom sorting.
⑨Filter	Set filter conditions in the dataset to filter the data you want to display.
⑩Field Search	Click Field Search and enter keywords to quickly locate target fields.

If your dataset contains placeholders, you can find the icon to the right of Field Outline -> Placeholder in the dataset editor to manage placeholders. For more information, see Placeholder.

Custom SQL edit page toolbar

In the custom SQL edit page interface, you can see the following buttons:

Button	Feature description
①FAQ	Lists some common questions about datasets. For more information, see Dataset FAQ.
②Set HINT Statement	Supports custom HINT statement settings. For more information, see Create and Manage Datasets. Note Setting HINT statements is not supported when data tables are associated across sources.
③Format	Optimizes the format of the current custom SQL to make it more visually appealing and standardized.
④Placeholder Management	You can perform operations such as variable name settings, variable type settings, query default values, and delete in placeholder management. For more information, see Placeholder.
⑤Run	Run the current custom SQL.
⑥Confirm Edit	Confirm the custom SQL edits.
⑦Exit	Exit the current custom SQL edit page and return to the model configuration interface.