You can customize the home page of your data platform for your enterprise. You can organize report business domains by setting up business categories or by specifying a data portal or an external link. This topic describes how to configure a custom enterprise portal on a PC.
Limits
Only the Premium Edition and Professional Edition support custom enterprise portals on PCs.
Only organization administrators can configure custom enterprise portals on PCs.
Example
Feature entry point
Log on to the Quick BI console as an organization administrator to configure the portal home page for PCs.
Choose one of the following methods to build your enterprise portal.
To organize report business domains by setting up business categories, see Configure a custom enterprise portal using a template.
To specify a data portal or an external link, see Configure a custom enterprise portal by embedding a page.
If you do not configure the portal using a template or by embedding a page, the Enterprise Portal entry point at the top of the Quick BI page is hidden.
Configure a custom enterprise portal using a template
The portal template includes the Banner, Common Products, Business Categories, Leaderboard, Active Users, and Page Footer sections by default. You can configure the style of each section to customize your enterprise portal.
On the right side of the PC Enterprise Portal Customization page, click the Portal Customization tab.
In the Display Content area, hover over the content that you want to modify and click the
icon to configure its format.
You can also select an area and configure its format in the panel on the right.
In the configuration panel on the right, configure the format for the following items:
Banner: This section is used to push important data content and is often used for ad slot placements.
You can add up to three banners. The following figure shows the style configuration for a single banner.
① Set the background image for the banner. You can use a built-in image or upload a local image.
② Set the title, description, and text color.
③ Configure the embedded portal and button. You can embed an existing portal or an external link.
④ If you add multiple banners, they are displayed in a carousel.
You can globally adjust the title alignment (①) and height (②) for multiple banners.
Common Products: This section displays portals that are recommended for users to follow. Organization administrators commonly use this section to feature important portals, such as dashboards.
① Customize the title.
② Configure the portal's icon and title.
③ Configure the embedded content. You can embed an existing portal or an external link.
NoteYou can add an unlimited number of portals to the Common Products section. However, for the best display, we recommend adding only the required number of portals.
Parameter
Description
Display Title
The custom title for the section.
The naming convention is as follows:
Can contain only letters, digits, underscores (_), and hyphens (-).
Must be globally unique.
Icon and Name
The custom icon and title for the portal.
For the icon, you can upload a local image or provide an image URL.
NoteIf you do not upload an image, a color block icon is used by default, and the first character of the title is displayed on the icon.
Content
The content to embed in the portal.
Supports embedding a Quick BI Portal or an External Link.
QuickBi BI Portal: Supports embedding BI portals from all private workspaces in this organization.
External Link: Supports embedding URLs.
Business Category: This section is used to configure the business navigation display on the Quick BI home page.
You can customize the title and display style.
Leaderboards: This section displays the Popular List, New List, and Trending List based on the view counts of data works.
Active Users: This section displays the top 10 users ranked by their activity scores.
Page Footer: You can add a logo image (2) and footer text (1).
Click Save to complete the customization of the enterprise portal.
Configure a custom enterprise portal by embedding a page
On the right side of the PC Enterprise Portal Customization page, click the Page Embedding tab.
When you embed a page, you can choose to Collapse Menu by Default.
Select an embedding method and configure the content.
To embed an existing data work from a space in your organization, select Quick BI Data Work.
To embed content from a third-party portal, select External Link. You can select a viewing method. If you select to open the link in a new window, the link opens in a new window when a user clicks it.
Click Save to complete the customization of the enterprise portal.
Homepage settings
Quick BI supports personalized home page settings. This feature allows each user to see a relevant report by default. You can set the Default Homepage to My Dashboard, Enterprise Portal, or Q-Robot.
Q-Robot is an add-on module that you must purchase separately.
This feature is currently available only in the China (Hong Kong) and Malaysia regions. Support for other regions is being rolled out.
Only the Premium Edition and Professional Edition support the Q-Robot add-on. The Personal Edition does not.
The following sections describe how to configure the My Dashboard home page.
Accessing the configuration
Method 1: Go to My Dashboard -> My Favorites. Find the work, click the 
icon, and select Set as Homepage.
Method 2: Go to Workbench -> Dashboard. Click the 
icon next to the work name to open the preview page. Then, select Set as Homepage, as shown in the figure.
The work you set as the home page must be in your favorites. If it is not, the Set as Homepage button is not displayed. You must add the work to your favorites before you can set it as the home page.
Supported work types include dashboards, workbooks, data portals, and data entry forms.
Result
After you set a home page, you can view it by navigating to My Dashboard -> Homepage.
Remove the home page setting
After you remove the home page setting, the Homepage menu is hidden.
You can hover over Homepage and click the
icon on the right to remove the home page setting.
You can go to My Dashboard -> My Favorites. Find the work that is set as the home page, click the
icon, and select Cancel Set as Homepage.
Example configuration
After you finish the configuration, you can copy the portal link to share with others or go to the portal to view the result on the PC Enterprise Portal Customization page.
Different roles see different content on the home page:
Regular users: Can access and view the enterprise portal.
Administrators: Can access, view, and edit the enterprise portal.
Notes
In the Banner section, you can add a maximum of 3 banners.