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.

Main Toolbar

You can perform the following operations in the main toolbar at the top of the page.

• ① Customize the workbook name.

• ② Add the workbook to your favorites.

• ③ Switch between the PC and mobile views.

• ④ Lock or unlock the workbook.

• ⑤ Replace the dataset.

• ⑥ Configure global parameters for the workbook.

• ⑦ Configure page settings.

  

  • Display watermark: Select this option to display the watermark.

  • Display analysis mode switch: Turn on this switch to enable analysis mode in Preview mode.

  • Formula calculation after data retrieval: Select this option to calculate all formulas after all data triggered by query controls is retrieved.

  • Allow download: Select this option to allow the workbook to be exported and to set the export method for hidden rows and columns. You can select one of the following three methods:

    • Export hidden rows, columns, and formulas: Exports hidden rows and columns in the table, along with their calculation formulas.

    • Export hidden rows and columns, but keep only values: Exports hidden rows and columns in the table, but retains only the calculated results of the formulas.

    • Do not export hidden rows and columns: Does not export the hidden row and column information from the table.

  • Delayed formula calculation: Select this option to wait for all dependent datasets to load before starting formula calculations. You can select First screen sheet or Entire workbook.

  • Remember query conditions: Select this option to remember query conditions.

  • Display row numbers and column labels: Select this option to view the row numbers and column labels of the table in preview mode.

  • Global parameters: Configure global parameters for the workbook.

• ⑧ Switch the workbook between preview and edit modes.

  • Click the preview option to enter preview mode. Preview mode supports both PC and Mobile views.

  • If you have configured group settings, you can view the group settings in preview mode. You can also hide or show the group settings as needed.

    

• ⑨ Save the workbook.

• ⑩ Save and publish or republish the workbook.

• ⑪ Export the workbook. You can export the current workbook as an Excel or PDF file and save it to your local computer for offline viewing. Click the icon to configure the export settings in the Export dialog box.

  Configuration item	Description
  Export Name	The name of the exported workbook file. This name is automatically generated and cannot be modified. The generation rule is affected by the settings in Export Control. For more information, see Export control.
  File Format	Set the format of the exported file. You can select Excel or PDF. Excel: The Excel format supports exporting only the data from chart components. For better compatibility with various data formats, open the exported file with Excel software. PDF: Does not support exporting embedded pages or images that do not allow cross-domain access. Text gradient colors are not supported in export scenarios and are downgraded.
  Export Range	Select the range of sheets to export from the current workbook. All sheets: Export all sheets in the current workbook. Current sheet: Export only the currently active sheet. Custom range: Select the sheets to export from the drop-down list.
  Content Range	Select the content range to export from the workbook. Normal: Export the raw data in the current workbook without any filter condition information. With filter condition identifier: Export with screenshots of the query control information for the current sheet, such as date filters and product type filters.
  Export Channel	Select the channel for saving the exported file. The available channel types are affected by the settings in Export Control. For more information, see Export control.

• ⑫ Perform other operations, such as saving as, restoring historical versions, viewing in a new tab, granting collaborative authorization, unpublishing, and switching between light and dark theme modes.

Menu

From the menu, you can perform the following operations on the workbook:

①Import Xlsx

②Edit

③Format

④Data

⑤View

Toolbar

In addition to the preceding configurations, you can also perform the following operations from the toolbar.

① Undo, redo, use the format painter, and clear formatting.

② Set the data format.

③ Set the text format.

④ Set the cell style, such as color fill and merge cells.

⑤ Set a Cell Theme.

⑥ Set conditional formatting.

⑦ Set filters, sort data, freeze panes, and create pagination.

⑧ Create a card view.

⑨ Insert content, such as charts, data entry forms, and functions.

⑩ Access more features, such as pivot tables, images, dropdown lists, hyperlinks, comments, query controls, and search.

⑪ Insert a dataset.

You can insert a dataset table and a free-form cell. For more information, see Create a Workbook.

Sheet Settings

Set a Cell Theme

• Set a built-in system theme.

  

• Set a custom theme.

  

Conditional Formatting

You can create conditional rules to control the format of cells that meet specified conditions. The following steps describe how to create a conditional format.

Sort

You can perform ascending, descending, and custom sorting.

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

  

  Note

  You cannot sort a range that contains vertically merged cells if you choose to expand the current selection. To sort with an expanded selection, you must unmerge the cells first.

• For custom sorting:

  

  ① Specify whether the first row is included in the sort. If you select this option, the first row is not sorted.

  ② Set one primary sort key and add multiple secondary sort keys. You can drag the sort keys to change their order.

Create Pagination

• Click the icon in the toolbar to configure pagination.

  Configuration item	Description
  Select a dataset	Select the dataset for which you want to create pagination.
  Items per page	Set the number of items to display per page. You can display 10, 20, 30, 50, 80, or 100 items.
  Display position	Set the display to always show or show on hover. Always show effect: Show on hover effect:

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

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

Add a Dropdown List

You can use a dropdown list to quickly filter and fill categories. Follow these steps to add a dropdown list.

① On the workbook editing page, click Dropdown in the toolbar.

② On the dropdown settings page, add labels for the data items.

③ Click OK.

The following figure shows the result.

Block Alignment

In business intelligence, data for the same domain is often stored in different datasets. To display this data in a single table, you may need to join different dataset blocks. The block alignment feature lets you match data from different blocks based on specific alignment rules. After a match, the data in the reference block does not change. The order and content of the data in the matching block are adjusted based on the reference block, which provides a better display.

Example scenario: Suppose you have two datasets. Dataset A contains information such as employee name, employee ID, department, and age for some employees. Dataset B contains the employee ID and performance score for all employees. You want to display the name, ID, and department of employees from Dataset A, along with their corresponding performance scores from Dataset B, on the same sheet.

First, insert the data from both datasets into the sheet using the dataset table feature, as shown in the figure on the left. Block A includes the employee name, ID, and department from Dataset A. Block B includes the employee ID and performance score from Dataset B.

After the data loads, you notice that the data in the same row in Block A and Block B does not belong to the same employee. Block B also displays information for more employees than Block A, but you want to focus on only the employees that exist in Dataset A.

You can use the block alignment feature to configure the table. Based on the employee IDs in Block A, the feature finds the performance data for employees with the same IDs in Block B and places it in the corresponding rows. Data for employees that do not exist in Block A or is otherwise redundant is removed. This achieves the effect shown in the figure on the right.

1. On the workbook editing page, choose More > Block Alignment from the toolbar.

   Alternatively, go to the dataset table configuration panel, choose Analysis > Advanced Configuration, and click the icon next to Cross-block alignment configuration.

2. In the Cross-block alignment configuration dialog box, click the drop-down list (①) to select the sheet for which you want to configure block alignment. The available dataset blocks (②) below are updated as you switch sheets.

   Note

   • You can select only sheets that are not hidden.

   • You can select only dataset blocks for which row dimensions are configured.

3. Select the target dataset block and drag it onto the canvas. In this example, first drag Block A (that is, Sheet1!A1[A1:C6]) onto the canvas.

4. Continue to drag the dataset block that requires alignment. You can place this block in one of the following three areas as needed.

   • Area 1: Serves as the reference block for an existing block. During matching and alignment, the content in Area 1 is used as the basis to adjust other blocks.

   • Area 2: Is not associated with blocks already on the canvas and serves as a new, independent reference block.

   • Area 3: Serves as a matching block for an existing block and is a terminal block. During matching and alignment, it is adjusted based on the content of the existing block.

     Note

     • A single sheet can have alignment relationships configured for a maximum of five blocks.

     • A maximum of three levels of alignment relationships are supported. This means a single alignment path can have at most three blocks.

   In this example, Block B needs to serve as the matching block, so drag it (that is, Sheet1!E1[E1:F10]) into Area 3.

5. Click the icon between the block connections to set the foreign key fields for block alignment in the Alignment rule matching area on the right. In this example, the common field Employee ID is used as the alignment rule. Select the Employee ID field for both the reference column and the matching column.

   Note

   • If the matching block has two or more dimension fields, you can add a maximum of two alignment rules.

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

   

6. Click OK to complete the configuration. The content in Block B is now matched and displayed based on the content in Block A. The performance scores for the five corresponding employees are shown, and the excess data is automatically cleared.

7. (Optional) Select the duplicate Employee ID column in Block B, right-click, and choose Hide selected column from the list. This hides the duplicate Employee ID column and provides a complete and clear performance record table.

Insert a Chart

1. In the workbook display area, select the data area.

2. In the toolbar, follow the instructions in the figure to select a chart.

   1. Path 1: ① Click Insert. ② Click Chart. ③ Select a chart.

      

   2. Path 2: ① In the toolbar, click Insert Chart. ② Select a chart.

3. The chart automatically appears in the workbook. On the right, in the Chart Design panel, you can set the chart style.

   In this example, a pie chart is selected.

   For more information, see Overview of charts.

Insert a Pivot Table

Pivot tables can be used to calculate, summarize, and analyze data in a way similar to Excel.

1. In the workbook display area, select the data area.

2. In the toolbar, follow the instructions in the figure to create a pivot table.

   1. Path 1: ① In the toolbar, click Menu. ② Click Insert. ③ Click Pivot Table.

      

   2. Path 2: ① In the toolbar, click More. ② Click Pivot Table.

      

3. In the Create PivotTable dialog box, create the pivot table as shown in the figure.

   

   1. ① Select an area.

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

         

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

   2. ② Select where to insert the pivot table.

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

      

   3. Click Confirm to create the pivot table.

      You can then perform calculations, summaries, and data analysis similar to Excel.

      

Right-click Operations

You can right-click to access operations such as cut, copy, paste, insert rows and columns, delete selected rows or columns, clear content, and add comments.

Preview

After the workbook is published, you can click the icon to preview the workbook.

When you preview the workbook, you can turn analysis mode on or off.

• Turn off analysis mode

  When analysis mode is off, the position border is automatically hidden. You can perform the following operations: ① export, ② add to favorites, and ③ share. To display row numbers and column labels on the preview page, go to the Page settings on the table editing page and select Display row numbers and column labels.

  

  You can also click Edit to enter the editing interface.

• Turn on analysis mode

  

  When analysis mode is enabled, in addition to performing operations such as ① exporting, ② adding to favorites, and ③ sharing, the ④ workbook toolbar is displayed. This lets you perform related operations from the menu and toolbar.

Switch between Light and Dark Theme Modes

1. Go to the workbook page.

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

   

   Note

   The theme mode switch takes effect at the account level, not the module level. For example, if you switch the workbook to light mode, other modules that support theme mode switching, such as dashboards and data entry, also switch to light mode.

   ① Light mode

   

   ② Dark mode

   

   ③ Follow system

   Follows the system style in the custom configuration.

   

   For more information, see Customize the system theme.

   Note

   You can set the system style in the custom configuration only in Organization Management. The module-level mode takes precedence over the organization-level mode.