Quick BI:Configure a Workbook

Prerequisites

You have logged on to the Quick BI console and created a workbook. For more information, see Create a workbook.

Top menu bar

You can perform the following operations in the top menu bar:

• ① Customize the workbook name.

• ② Add the workbook to your favorites.

• ③ Switch between PC and mobile view.

• ④ Lock or unlock the workbook.

• ⑤ Replace the dataset.

• ⑥ Configure global parameters for the workbook.

• ⑦ Page settings

  

  • Display watermark: Shows a watermark on the workbook.

  • Display analysis mode switch: Adds a switch to toggle analysis mode in preview.

  • Calculate formulas after data retrieval: Calculates all formulas after data from query controls is retrieved.

  • Allow download: Lets users export the workbook and configure how hidden rows and columns are exported. You can choose one of the following three options:

    • Export hidden rows/columns and formulas: Exports hidden rows and columns, including their calculation formulas.

    • Export hidden rows/columns and keep values only: Exports hidden rows and columns, but converts any formulas to their resulting values.

    • Do not export hidden rows/columns: Excludes hidden rows and columns from the export.

  • Delay formula calculation: Waits until all dependent datasets are loaded before calculating formulas. You can apply this to the first visible sheet or the entire workbook.

  • Remember query conditions: Saves the current query conditions for future sessions.

  • Display row and column headers: Shows row numbers and column letters in preview mode.

  • Dark theme: Applies a dark theme to the workbook and its charts.

  • Allow submission only through data entry tasks: Restricts data submission to data entry tasks. Users cannot submit data from the Workbench or by opening the workbook directly.

  • Global parameters: Configure global parameters for the workbook.

• ⑧ Switch between Preview and Edit modes for the workbook.

  • Click Preview to enter preview mode, which supports both PC and Mobile views.

  • If you have configured group settings, you can view them in preview mode and show or hide them as needed.

    

• ⑨ Save

• ⑩ Save and publish or republish the workbook.

• ⑪ Export workbook: Exports the workbook as an Excel or PDF file for offline viewing. You can click the icon to configure the following settings in the Export dialog box.

  Parameter	Description
  Export Name	The name of the exported workbook file. This name is automatically generated and cannot be modified. The naming rule depends on the settings in Export Control. For more information, see Export control.
  File Format	The format of the exported file. Options are Excel or PDF. Excel: Chart components are exported as data, not as visual charts. For best compatibility, we recommend opening the exported file with Microsoft Excel. PDF: Embedded pages and images that do not allow cross-origin access cannot be exported. Text gradients are not supported and will be downgraded.
  Export Scope	The sheets to export from the workbook. All sheets: Export all sheets in the current workbook. Current sheet: Export only the currently active sheet. Custom range: Select specific sheets to export from the drop-down list.
  Content Scope	Select the content to export from the workbook. General: Exports the raw workbook data, excluding any applied filters. Include screenshot of query controls: Includes a screenshot of the sheet's query controls (e.g., date or product type filters) in the export.
  Export Channel	The destination for the exported file. Available channels are determined by the settings in Export Control. For more information, see Export control.

• ⑫ Save As, Restore Version, Open in New Tab, Authorize, Take Offline, and switch between light and dark themes.

Menu

The menu provides the following options:

① Import xlsx

② Edit

③ Format

④ Data

⑤ View

Toolbar

The toolbar provides the following additional operations:

① Undo, Redo, Format Painter, and Clear Formats.

② Set data formats.

③ Set text formats.

④ Set cell styles (such as color fill and merge cells).

⑤ Set cell themes.

⑥ Set conditional formatting.

⑦ Set filter, sort, freeze, and create pagination.

⑧ Create a card view.

⑨ More features (pivot table, Image, drop-down list, Hyperlink, Comment, block alignment, and Find).

⑩ Insert a dataset. You can insert a dataset table or free-layout cells. For more information, see Create a workbook.

⑪ Configure data entry.

⑫ Add a query control.

⑬ Use an AI function.

Sheet settings

Cell themes

• You can set a built-in system theme.

  

• You can also set a custom theme.

  

Conditional formatting

Apply formatting to cells that meet specific criteria by creating conditional rules.

Sort

Supports ascending, descending, and custom sorting.

• For ascending and descending sort, you can choose to expand the current selection or sort the current selection only.

  

  Note

  Expanding the selection for sorting is not supported for ranges that contain vertically merged cells. To use this option, unmerge the cells first.

• Custom sort

  

  ① You can specify whether the first row should be included in the sort. If selected, the first row is treated as a header and not sorted.

  ② Set a primary sort key and add multiple secondary keys. You can reorder keys by dragging them.

Pagination

• Click the icon in the toolbar to configure pagination.

  Parameter	Description
  Select dataset	Select the dataset for which you want to create pagination.
  Items per page	Set the number of items to display per page. Options are 10, 20, 30, 50, 80, and 100.
  Display position	Set the display mode to Always show or Show on hover. Always show effect: Show on hover effect:

• You can edit the paginator as shown in the figure.

• You can also delete the paginator as shown in the figure.

Insert a drop-down list

Use a drop-down list to quickly select from a predefined set of values. To add one:

① In the toolbar of the workbook editing page, click Drop-Down List.

② In the Drop-Down List Settings page, add labels for the data items.

③ Click OK.

The result is as follows:

Block alignment

Data for the same business domain is often spread across multiple datasets. To combine this data into a single view, you can use block alignment. This feature matches data from different blocks based on alignment rules you define. The data in a "base block" remains fixed, while the data in a "matching block" is reordered to align with it, presenting a cohesive table.

Example use case: Suppose you have two datasets. Dataset A contains employee names, employee IDs, departments, and ages for some employees. Dataset B contains employee IDs and performance ratings for all employees. You want to display the name, ID, and department from Dataset A alongside the corresponding performance rating from Dataset B in the same sheet.

First, you can insert the data from both datasets into the sheet using the dataset table feature (as shown in the left image). Block A contains the employee name, ID, and department from Dataset A, while Block B contains the employee ID and performance rating from Dataset B.

After loading the data, you notice a problem: the data in the same row does not belong to the same employee across Block A and Block B. Block B also displays more employees than Block A, but you only want to focus on the employees present in Dataset A.

Block alignment solves this by finding the performance rating in Block B for each employee ID in Block A, placing it in the corresponding row, and removing non-matching data. The image on the right shows the final result.

1. In the workbook editing page, navigate to More > Block Alignment in the toolbar.

   Alternatively, go to the dataset table configuration panel, select Analysis > Advanced Settings, and click the icon next to Cross-Block Alignment.

2. In the Cross-Block Alignment Configuration window, select the sheet from the drop-down list (①). The available dataset blocks (②) will update accordingly.

   Note

   • You can only select visible sheets.

   • You can only select dataset blocks that have row dimensions configured.

3. Drag the target dataset block into the canvas. In this example, first drag Block A (which is Sheet1!A1[A1:C6]).

4. Drag the next dataset block you want to align. You can place it in one of three areas.

   • Region 1 (Base Block): This block will serve as the base for an existing block. When aligning, its content will be the reference for adjusting other blocks.

   • Region 2 (New Independent Block): This block will not be associated with any blocks already on the canvas and will act as a new, independent base block.

   • Region 3 (Matching Block): This block will be a matching block for an existing block and will be the last block in the chain. Its content will be adjusted based on the base block's content.

     Note

     • A maximum of 5 blocks can be configured for alignment on a single sheet.

     • A maximum of three levels of alignment is supported, meaning an alignment chain can have at most 3 blocks.

   In this example, Block B needs to be a matching block, so drag Block B (which is Sheet1!E1[E1:F10]) into Region 3.

5. Click the icon on the connector between the blocks. In the Alignment Rule Matching area on the right, set the linking fields for the alignment. In this example, the common field Employee ID is used as the alignment rule, so select the Employee ID field for both the base column and the matching column.

   Note

   • When the matching block has two or more dimension fields, you can add up to two alignment rules.

   • If there are two alignment rules and the values in the first-level fields are the same, the alignment will be based on the fields in the second rule.

   

6. Click OK to complete the configuration. The content of Block B is aligned based on Block A, showing the performance scores for the 5 employees. Any extra data is automatically removed.

7. (Optional) With the duplicate Employee ID column in Block B still selected, right-click and select Hide Selected Column from the context menu to hide the duplicate column and obtain a complete and clear evaluation record table.

Insert a chart

1. In the data display section of a workbook, select a data range.

2. Insert a chart into the workbook.

   1. Method 1: Click Insert > Chart > Select a chart.

      

   2. Method 2: Click Insert Chart in the toolbar > Select a chart.

3. The chart is automatically displayed in the workbook. In the Chart Design panel on the right, configure the chart style.

   In this example, a pie chart is selected.

   For more information, see Overview of charts.

Insert pivot table

A pivot table lets you calculate, summarize, and analyze data, similar to pivot tables in Excel.

1. In the workbook, select a data range.

2. In the toolbar, create a pivot table.

   1. Method 1: In the toolbar, click Menu > Insert > Pivot Table.

      

   2. Method 2: In the toolbar, click More > Pivot Table.

      

3. In the Create PivotTable dialog box, you can create a pivot table as shown.

   

   1. ① Choose the data that you want to analyze.

      1. The range defaults to the one selected in Step 1. You can modify the range directly in the box or click the icon to reselect a range.

         

      2. You can also choose to use a dataset to create the pivot table.

   2. ② Choose where you want the pivot table to be placed.

      You can choose a new sheet or an existing sheet. For an existing sheet, you can enter the location directly or click the icon to select a range.

      

   3. Click OK to create the pivot table.

      You can then perform Excel-like calculations, summarizations, and analysis.

      

Right-click menu

Right-clicking a cell or range displays a context menu with options such as cut, copy, paste, insert or delete rows and columns, clear content, and add comments.

Preview

After publishing a workbook, you can click the icon to preview it.

When previewing a workbook, you can enable or disable analysis mode.

• Analysis mode off

  When analysis mode is off, component borders are hidden. You can perform the following operations: ① Export, ② Favorite, ③ Share. To show row and column headers in the preview, select Display row and column headers in the Page Settings on the workbook editing page.

  

  You can also click Edit to enter the editing interface.

• Analysis mode on

  

  When analysis mode is on, in addition to ① Export, ② Favorite, and ③ Share, the ④ workbook toolbar is displayed, allowing you to perform operations from the menu and toolbar.

Light and dark themes

1. Go to the workbook page.

2. On the workbook editing page, click the icon in the upper-right corner and find the theme switching icon at the bottom to switch between light and dark themes.

   

   Note

   Theme changes are applied at the account level, not just for the current module. For example, switching a workbook to light mode also switches dashboards and data entry modules to light mode.

   ① Light mode

   

   ② Dark mode

   

   ③ Follow system

   Follow the system style defined in the custom configuration.

   

   For more information, see Customize system theme.

   Note

   A theme set at the module level overrides the organization-level setting.