Configure Quick BI global parameters for dashboard scenarios - Quick BI

Global parameters in Quick BI let you inject filter conditions into dashboards, controlling the data that charts and query controls display. Common use cases include redirection, email subscriptions, and report embedding.

Background Information

For example, a national sales team must track data across 30+ provinces. Quick BI global parameters let regional managers view only their own data, improving efficiency and preventing sensitive data leaks.

Global parameters let report users dynamically inject filter conditions into charts and query controls at preview time. They affect two types of objects:

Query controls: Global parameters set default values for the associated sub-components in query controls.

Note
The charts affected depend on the sub-component's scope of action. Because only the default value changes, users can override it.
Charts: Global parameters append an AND condition to the chart's final SQL query (for example, and area = 'North China'). The server parses this from the parameter configuration, so users cannot change the result and can only verify it through the generated sqlText.

Configuration Overview

The global parameter icon appears at the top of the report after you save it. The configuration page is shown below.

Area	Description
①	Global parameter configuration entry. Global parameter configuration depends on the report's component data model. Reconfigure global parameters after each chart model update.
②	Configure global variables. Variable names must meet these requirements: Maximum 50 characters. Only English letters, numbers, and underscores. You can click the icon to create multiple global parameters.
③	Select parameter-associated controls and charts. When the associated object is a Query Control, select an associated condition. The condition's display type limits which value types the parameter accepts (for example, you cannot inject a text-type parameter into a date range component). Conflicting display types prevent saving. When the associated object is a Chart, charts are grouped by dataset. Select a dataset field and target chart to inject the parameter into the chart's SQL query. If you select multiple fields, their types and granularity (year, month, day, hour, minute, second) must match, or the configuration fails. If you associate both Query Controls and Charts, the query control's condition type must match the chart's dataset field type. Meet the query control's injection requirements to ensure both take effect. Note For reliable parameter injection, assign each parameter a single responsibility. Avoid associating one parameter with multiple query controls or mixing controls and datasets. Use separate parameters for different controls and charts when needed. Field selection: Query controls and chart field selection types support time (hours, minutes, and seconds are not supported yet), text (including geography, URL), numeric types, and placeholders. Configure placeholders as described in Placeholder.
④	Parameter settings. Parameter Name: Defaults to the global parameter name. Naming requirements: Maximum 50 characters. Only English letters, numbers, and underscores. Note If Parameter Name is empty or conflicts with another parameter, the page shows an error and the parameter cannot be saved. Parameter Alias: Set a Chinese-language alias for display prompts. Required Global Parameter: When enabled, query controls and charts require an injected value at preview time. Without a value, query controls fall back to their edit-state default values, while charts display a data retrieval failure. Allow Query Control To Change Input Value: When selected, the associated sub-condition is locked in preview mode — the operator and value cannot be changed.

Note

Parameters are validated in real time. A conflict in any parameter prevents all parameters from being saved.
Global parameters depend on the report content. Review your parameter configuration after each report change and resolve any conflicts shown in the prompts.

Scenarios

Jump Scenario

This example shows jumping from a ranking list (order information) to a cross table (product information).

Log on to the Quick BI console.
Go to the dashboard page.
In the Taobao Product Order Details dashboard, create a Product Information cross table and configure global parameters for the cross table.
1. In the Data tab, select sales data as the dataset and name it Taobao Product Order Details.
2. Add a cross table to the dashboard, name it Product Information, and click Save in the menu bar at the top of the dashboard.
3. In the menu bar at the top of the dashboard, click the icon.
4. On the Global Parameter Configuration page, configure parameters as shown below and click OK.
5. In the menu bar at the top of the dashboard, click Save And Publish.
In the Order Sales Details dashboard, create an Order Information ranking list and set it to jump to the Product Information cross table.
1. In the Data tab of the dashboard editing page, select sales data as the dataset and name it Order Sales Details.
2. Add a ranking list to the dashboard as shown below and name it Order Information.
3. Click the Analysis tab, and in the Data Interaction area, click the Jump Configuration icon.
4. On the Jump page, set the parameters as shown below and click OK.
  
  Jump.
5. Click the target Order Number in the Order Information ranking list. It automatically jumps to the Taobao Product Order Details dashboard and displays product information for the selected Order Number.

Email Subscription Scenario

Inject filter conditions into charts through global parameters when creating email subscription tasks. For more information, see Create a Subscription Task.

On the Create Task page of email subscription, set the Content of the subscription task to a dashboard with configured global parameters.

After selecting a dashboard with configured global parameters, the system displays the parameter list. Parameters are unconfigured and inactive by default.

Setting Parameter Value to empty differs from not setting it. If the Parameter Value is empty and the query control allows empty values, the associated condition resets to empty. If the Parameter Value is not set, the query control and chart are not affected.
Click the icon in the Operation column to configure the global parameters.

Configuration items auto-match the parameter's field type. For charts, you can switch the condition form. For query controls, only operators and values can be changed.

After configuration, parameters are automatically injected into the report's filter conditions each time the subscription runs.

Report Embedding Scenario

For more information, see Embed Reports Securely with Ticket-Based Authentication.