What are the features of the application toolbar? - Quick BI

Prerequisites

You have created a dataset. For more information, see Create a dataset.

Top Toolbar

On the Quick BI home page, follow the steps shown in the figure to open the dataset editor.
On the dataset editor page, the top toolbar contains the following buttons.

Button	Description
① Lock mechanism	Enables Data Protection through Collaborative Editing. You can edit the dataset only when the (Unlocked) icon is displayed. When the (Locked) icon is displayed, you must click the icon to unlock the dataset before you can edit it. Note This button is displayed only when the workspace is a group workspace.
② Save	Saves the current dataset. Note The dataset name can be up to 100 characters long. If the name exceeds this limit, it will be truncated.
③ Advanced settings	Configures the following advanced settings: For more information, see Create a dataset.
④ Create Dashboard	Creates a dashboard from the current data source.
⑤ Start Analysis	Uses the current data source to create a dashboard, create a spreadsheet, create a large-screen dashboard, perform ad-hoc analysis, perform self-service data retrieval, or intelligently create a dashboard.
⑥ More	Provides options to switch data source, save as, and switch between light and dark themes: Switch data source Changes the data source for the dataset. Important Switching the data source discards any unsaved changes, so save your dataset first. Because SQL dialect support can vary between data sources, verify that your calculated fields are still valid after the switch. Save as Saves the dataset with a new name or to a new location. Restore historical version The Restore Historical Version dialog box lists historical versions of the dataset from newest to oldest, subject to the retention policy. Click a version to view its details, then select the desired version to restore. Note A maximum of 15 of the most recent saved versions from the last three months are retained. If restoring a historical version results in deleted or modified fields, it may cause errors in downstream charts. Proceed with caution. Switch between light and dark themes Light mode Dark mode Follow organization settings Follows the system theme defined in your custom settings.

Model Configuration Toolbar

Configure a hint statement on the model configuration page. For more information, see Hint statements.

Data Processing Toolbar

The data processing toolbar provides the following buttons:

Button	Description
① Source Tables	Displays the number of source tables. Click to view the source table names. Click Model Details to open the model configuration page.
② Create calculated field	Creates a calculated field to derive new fields from your source data for analysis. For more information, see Create a calculated field.
③ Create group dimension	Groups dimension values into categories. For example, group the Age field into Underage, Youth, Middle-aged, and Elderly to view vaccination status by age group. For more information, see Group dimensions.
④ Create hierarchy	Creates hierarchies for drill-down analysis in charts, enabling automatic drill-down based on the defined structure. For more information, see Drill down.
⑤ Create placeholder	Creates a placeholder to dynamically adjust calculated field results, switch between measures or dimensions, and modify reference lines. For more information, see Placeholders.
⑥ Get time difference	Calculates the time difference between two date fields and returns the number of complete time units. Note Calculated fields are not supported for this operation. Enter a Field Name and configure the Time Difference Settings: Select the Current Time or a date field from the dataset. Supported calculation units: Year, Quarter, Month, Week, Day, Hour, Minute, and Second. For example, if you subtract a date field from the Current Time with the calculation unit set to Day, the result is the number of days between that date and today. For detailed steps, see Get the time difference.
⑦ Missing value replacement	Replaces null values and empty strings with other content. Note Calculated fields are not supported for this operation. For detailed steps, see Replace missing values.
⑧ Add dimension value alias	Creates display aliases for the enumerated values of a text field. Note Only text fields support adding dimension value aliases. This operation is limited to fields with 50 or fewer distinct dimension values. Calculated fields are not supported for this operation. For detailed steps, see Add a dimension value alias.
⑨ Split field	Splits a text field into multiple fields based on a delimiter. Specify a delimiter and configure the split to return a specific column or a set of columns. Note Only text fields can be split. Calculated fields are not supported for this operation. For detailed steps, see Split a field.
⑩ Merge fields	Merges multiple text fields into a single field using a connector. Note You can merge up to 10 text fields. Calculated fields are not supported for this operation. For detailed steps, see Merge fields.
⑪ Display format	When you select a measure field, you can set its display format. Options include Auto, None (raw value), Integer, 1 decimal place, 2 decimal places, Percentage, Percentage with 1 decimal place, Percentage with 2 decimal places, and Custom. Note For information about configuring custom display formats, see Customize data display formats. Analytics artifacts, such as dashboards and spreadsheets, inherit the display format set at the dataset level. However, manually changing the format in an artifact overrides this setting. Once overridden, subsequent format changes in the dataset will not affect that artifact. Datasets do not support the Auto-fit format type. When the format type is Number, the data magnitude cannot be set to Auto. When you select a date field, you can configure its display format. You can set a default date display format for each date granularity level. For more information, see Configure fields.
⑫ Null value display	Configures how nulls are displayed for the selected field. For dimension fields, set the display style for a null value or an empty string. For a measure field, set the numerical display format. For more information, see Configure fields.
⑬ Sort	Sets the sort order for a field. By default, no sorting is applied. Options: ascending, descending, or custom order.
⑭ Filter	Sets filter conditions to display only the required data.
⑮ Field search	Enter keywords to quickly locate a specific field.

To manage placeholders, click the icon next to Placeholders in the Field Outline section. For more information, see Placeholders.

Custom SQL Editor Toolbar

The custom SQL editor toolbar provides the following buttons:

Button	Description
① FAQ	Lists frequently asked questions about datasets. For more information, see Dataset FAQ.
② Set hint statement	Sets a custom hint statement. For more information, see Create a dataset. Note You cannot set a hint statement when joining data tables from different sources.
③ Format	Formats the custom SQL script for readability and standard conventions.
④ Manage placeholders	Manages placeholders: set variable names, define types, specify default query values, and delete placeholders. For more information, see Placeholders.
⑤ Run	Runs the current custom SQL script.
⑥ Confirm Edit	Confirms the edits to the custom SQL script.
⑦ Exit	Exits the custom SQL editor page and returns to the model configuration page.