Quick BI:Configure a Workbook

Prerequisites

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

Limits

Only worksheets that are separately purchased in the Professional and Advanced editions support multi-sheet display, chart, image, data pivot table, pagination, and analysis mode.

Top menu bar

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

• ① Customize the name of a workbook.

• ② Add a workbook to favorites.

• ③ Lock or unlock a workbook.

• ④ Replace the dataset

• ⑤ Configure global parameters for the workbook

• ⑥ Page settings

  

  • Show Watermark: If you select this check box, the watermark is displayed.

  • Allow Download: If you select this check box, the workbook can be exported.

  • Display Analysis Mode: If you turn on this switch, the analysis mode is supported only in Preview.

  • Formula Calculation After Fetching: If you select this option, full formula calculation is performed after all fetches triggered by the query control are completed.

  • Delayed Formula Calculation: If you select this option, the formula calculation starts after all dependent datasets are loaded. You can select First Screen Sheet or Entire Table.

  • Remember Query Conditions: If you select this option, the query conditions are remembered.

  • Global Parameters: Configure global parameters for the workbook. Configure global parameters

• ⑦ Switch the state of the spreadsheet (preview or edit state)

• ⑧ Preservation

• ⑨ Maintain and publish or republish the spreadsheet

• ⑩ Export spreadsheet (supports exporting Excel and PDF file formats)

  Note

  Export PDF does not support carrying charts. If you really need chart information, you can export it to Excel and then convert it to PDF.

• Save As, Restore Previous Versions, View in New Tab, Authorize for Collaboration, and Switch between Dark and Light Themes.

Menu

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

① Import xlsx

② Edit

③ Format

④ Data

⑤ View

Toolbar

You can use the toolbar to perform the following operations on the data in a workbook:

① Undo, restore, format brush and clear format.

② Set data format.

③ Set the text format.

④ Set the cell style (color fill, merge cells, etc.).

⑤ Set the cell theme.

⑥ Set Conditional Formatting.

⑦ Set Filter, Sort, Freeze, and Create Pagination.

⑧ Create a card view.

⑨ Set the insert content (insert chart, data form, function, etc.)

⑩ More functions (data pivot table, pictures, drop-down boxes, hyperlinks and comments, query controls and search)

Insert data set

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

Sheet settings

Set Cell Theme

• Supports setting the theme of the system.

  

• Custom themes are also supported.

  

Conditional formatting

1. In the toolbar, choose Conditional Formatting > Add Rule.

2. In the Add Rule panel, set the parameters as required and click OK.

   You can add conditional rules for data results, such as highlighting data within the specified value range, setting icons for data, and adding data bars.

3. View existing conditional rules.

Rank

Ascending, descending, and custom sorting are supported.

• Ascending and Descending can choose to expand the current area or only the current area sort.

  

  Note

  Expanding the current area sort cannot sort a range that contains vertically merged cells. To expand the current area sort, unmerge the cells first.

• Custom

  

  ① You can specify whether the first row participates in sorting. If you select this check box, the first row does not participate in sorting.

  ② You can set one primary basis and add multiple secondary bases. You can drag the bases to adjust the order.

Create pagination

• You can click the icon in the toolbar to go to the page creation configuration.

  Parameter/Option
  Select a Dataset	Select the dataset for which you want to create pagination.
  The number of entries to return on each page.	Specify the number of entries to display on each page. Currently, 10, 20, 30, 50, 80, and 100 entries can be displayed.
  Placement	Supports setting Always show or Hover show. Always show effect: Hover shows the effect:

• You can edit the pager as shown.

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

Insert a drop-down list

The drop-down box can be used to quickly filter categories and fill them. You can follow these steps to add a drop-down box.

① In the toolbar of the workbook editing page, click the drop-down list.

② Add tags to data entries on the drop-down box settings page.

Click OK.

The following figure shows the output:

Insert a chart

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

2. Insert a chart into the workbook.

   1. Path 1:① Click Insert->② Click Chart->③ Select Chart.

      

   2. Path 2:① Select Chart Insert in the toolbar->② Select Chart.

3. View the chart that is automatically displayed in the workbook. In the Chart Design panel, specify the chart style.

   In this example, Pie Chart is selected.

   For more information, see Overview.

Insert Data pivot table

Data pivot table can perform Excel-like calculations, summarize and analyze data.

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

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

   1. Path 1:① Click Menu ->② Click Insert ->③ Click Data pivot table on the toolbar.

      

   2. Path 2: Click ① More ->② Click Data pivot table on the toolbar.

      

3. On the Create Data pivot table page, you can create a data pivot table as shown in the following figure.

   

   1. ① Select an area

      1. By default, the area is the area circled in Step 1. You can modify the area range in the box or click the icon to re-circled the area.

         

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

   2. Select the location to insert the data pivot table.

      You can select a new worksheet or an existing worksheet. You can enter an existing worksheet directly or click the icon to select the inserted area.

      

   3. Click OK. The data pivot table is created.

      You can perform Excel-like calculations, summarize, and analyze data.

      

Right-click operations

Click the right mouse button to cut, copy, paste, insert rows and columns, delete selected rows /columns, clear, add comments and other operations.

Preview

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

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

• Disable analysis mode

  When the analysis mode is turned off, the location border is automatically hidden. You can perform the following operations: ① Export, ② Favorite, and ③ Share.

  

  You can also click Edit to go to the editing page.

• Enable analysis mode

  

  When the analysis mode is enabled, you can perform the export, collection, and sharing operations. The workbook toolbar is displayed. You can perform operations on the workbook menus and toolbars.

Theme Mode Switch

1. Go to the Workbooks page.

2. On the dashboard editing page, click the icon in the upper-right corner and find the icon to switch the mode of the workbook.

   

   Note

   The switch takes effect at the account level instead of the module level. For example, after the workbook is switched to the light-colored mode, the modules that support switching between the dark and light-colored theme modes, such as dashboards and data filling, will also be switched to the light-colored mode.

   ① Light mode

   

   Dark mode

   

   Follow system

   Follow the system style in the custom configuration.

   

   For more information, see Custom configurations.

   Note

   The system style can be set in the custom configuration only in the organization management. The mode at the module level takes effect before the mode at the organization level.