Quick BI enables the export of reports, including dashboards and workbooks. Organization administrators can set up export data types and channels within the Pro or Professional Edition group space. This topic describes the steps to activate and configure the export feature.
Prerequisites
Before exporting reports to the server, make sure a bucket has been created.
Procedure
Navigate to the Export Control page from the Quick BI home page, as shown in the figure below.
In the Export Control page, click on Export Configuration and apply the following settings.
NoteWhen choosing Excel as the export format, to ensure maximum compatibility with various data formats, it is advisable to open the exported report with Excel.
Parameter name
Configuration item
Description
Export name
Is this naming used for server storage
You can choose to customize the default name of the export file.
When selected, the naming convention is also effective when exporting to the server and cannot be modified during export.
Export Format
Image, PDF, and Excel.
You can select one or more formats simultaneously.
Export Channel
Local, Server
You can choose the export channel as Server or Local, and both can be selected simultaneously.
Default Export Type
Export With Format, Export Pure Data
You can choose whether the exported Excel includes formatting as needed.
When exporting with different types, the amount of exported data is the same. The export time varies depending on computer configuration or data volume. It is recommended to use Export Pure Data for Excel files with more than 500,000 cells.
NoteThis parameter needs to be configured only when the Export Format is Excel.
Server settings
NoteThis option needs to be configured only when the export channel is selected as Server.
Server Name
Name of the target server.
Server Type
Supports OSS server.
Endpoint
Select an endpoint based on the region where the file server is located. See OSS regions and endpoints.
Bucket Name
Name of the target storage space.
NoteEnsure you have created a bucket.
Path Prefix
The path prefix where the uploaded data is stored in the bucket.
AccessKey ID
AccessKey ID for creating the bucket.
AccessKey Secret
AccessKey Secret for creating the bucket.
Watermark settings
Allow hiding watermark, Always show watermark
Set to always show watermark so that it cannot be removed during export.
Downloads file
Repeatable download, Effective only once
The configuration item affects the download feature of the downloads file. By default, it is repeatable download. If Effective only once is selected, the generated downloads file can only be downloaded once.
Public link of work
Allow export, Do not allow export
Affects whether the public link of dashboards, workbooks, ad hoc analysis, and downloads can be exported. The default is Allow export.
NoteExport permissions at the organization level take precedence over workspace-level export controls. For instance, if the organization has disabled export via public links, workspace export controls cannot override this to allow exports.
For guidance on controlling exports at the workspace level, refer to Configuring the Export Feature in a Workspace.
Select Update Information to save your changes.