Quick BI:Configure the Toolbar in a Chart

Used datasets When a dataset in the list (①) needs to be replaced, you can directly select an existing dataset (②) in the same workspace from the Replace dataset section on the right. After selection, you need to perform field matching between the two datasets (③).

Global Parameters

On the dashboard editing page, you can click the icon in the top menu bar. In the Parameter Items dialog box, configure global parameters. For detailed configuration, see Configure Global Variables.

Page Settings

On the dashboard editing page, you can click Page settings in the top menu bar to set parameters such as dashboard theme, filter interaction control, cascade conditions, and global parameters.

• On the Theme tab, you can set the dashboard theme template, global theme template, and custom dashboard background. For more information, see Theme design.

• On the Advanced tab, configure Basic Settings, Interaction Control, Cascade Conditions, and Global Parameters:

  • Basic Settings: Set Show Watermark, Allow Download, Allow Copy Content, Allow Generate Audience, Enable Real-time Query, Enable Report Comments, and Enable Transparent Bottom Canvas.

    Note

    • After selecting Allow Download, you can select Hide Global Download Button.

    • After enabling Real-time Query, dashboard chart queries will have no delay instead of the default one-minute cache delay, but this will increase pressure on the data source.

    • After selecting Enable Transparent Bottom Canvas, the bottom canvas will be transparent, which is suitable for report embedding scenarios.

  • Filter Interaction Settings: Enable global automatic filter interaction and support setting the filter interaction mode for specific chart types. For more information, see Filter Interaction.

  • Cascade Conditions: Configure the relationships between query conditions. For more information, see Configure query control cascade.

  • Global Parameters: When configuring reports, you can support scenarios that require parameter changes by referencing global variables. For more information, see Configure Global Variables.

Preview

After clicking the Preview option, the dashboard enters preview mode. In preview mode, both PC and mobile preview modes are supported, along with operations such as Save, Copy Preview Link, and Republish. Click "Continue Editing" to return to the editing page.

Copy Preview Link

Copy preview link is mainly used for scenarios where you want others to verify content that has been saved but not published.

• Private preview link

  After clicking the private preview link option, users with view permission can view the most recently saved report content.

  

• Public preview link

  • After clicking the public preview link option, anyone who obtains the link can view the most recently saved report content. Each shared link is valid for 24 hours, and during this period, it always displays the last saved content.

    You need to enable this feature at both organization and workspace levels to allow public works.

    

More Operations After Editing

After you complete editing the dashboard, you can click the icon in the top menu bar to access the More Operations dropdown list box and perform the operations you need.

Auto Save

• After turning on the Auto Save switch, the system will automatically save the dashboard every 5 minutes during continuous editing.

• You can also turn on the Auto Save switch when creating a new dashboard.

  

  Note

  The system retains up to 5 published versions and 15 saved versions from the last three months.

Restore Historical Version

You can find the corresponding version in the historical version list and click Restore.

Collaborative Authorization

After you have completed editing and saved and published the dashboard report, click the icon in the top menu bar, select Collaborative Authorization from the More Operations dropdown list to configure it. For detailed configuration, see Globally Configure Collaborative Authorization.

Performance Diagnosis

After clicking the Performance Diagnosis button, the performance diagnosis details of this report will be displayed on the right side of the dashboard. The Performance Diagnosis feature can help you identify and resolve performance issues in reports and data analysis operations. For detailed configuration, see Performance Diagnosis.

Unpublish

After clicking the unpublish option, a prompt "Are you sure you want to unpublish?" will appear. After selecting the confirm button, the report will no longer be viewable.

Shortcut Keys

During dashboard creation, you can use shortcut keys to operate charts and improve efficiency.

Help and Feedback

When you are just starting to work with charts, you can view beginner tutorials through the Beginner's Guide in the Help and Feedback feature.

Reuse Other Component Resources

You can directly reuse components from other works in the same workspace or choose to reuse dashboard components from the template marketplace to quickly build reports, saving time and effort.

Reuse Limitations

• You can only reuse components from published works.

• When selecting components to reuse, cross-dashboard selection is not supported. You need to select and copy components within the same dashboard first, then select and copy them in another dashboard.

• Currently supported component types for reuse include the following: Control-Tab components, Control-Rich Text, Control-Image, Chart components, and Custom components.

Operation Instructions

1. Click the icon in the toolbar of the dashboard editing page.

2. In the Please select components to copy window, select the dashboard components you need to copy. You can quickly locate the dashboard you want to copy by entering keywords in the search box.

   

   • Under the From Current Workspace tab, all dashboards in the current workspace are displayed. You can select components from published works and copy them to your dashboard.

   • Under the From Template Marketplace tab, enterprise internal templates and marketplace templates are displayed. You can select components from template works and copy them to your dashboard.

3. After selecting the components you want to reuse, click Copy to Dashboard to see the reused components in your current dashboard.

Format Painter

You can use the format painter to quickly apply existing chart styles to other charts for efficient chart editing.

Apply Style to the Same Chart Type

Apply Style to Different Chart Types

You can apply the style to a new chart when the source chart and target chart have the same style configuration items. For example, if you use the format painter to apply the style of a ticker board to a gauge, the effect depends on the support of the two types of charts for the style parameters. The following table describes the details.

Style	Configuration Item	Source Chart	New Chart	Sync Style
Basic Information	Show Title and Description	Supported	Supported	Yes
	Remarks	Supported	Supported	Yes
	Footer	Not supported	Supported	No
	Show Link	Supported	Supported	Yes
	Custom Background Color	Supported	Not supported	No
	Visual Style	Not supported	Supported	No
Feature configuration	Min Value and Max Value	Not supported	Supported	N/A Note The format painter is used to synchronize only the style of a chart. The configuration items in this section are used for data configuration and do not involve style synchronization.
Style Settings	Display of data metrics	Supported	Supported	Yes
	Show Metric Image and Alignment	Supported	Not supported	No
	Block Color Configuration and Data Mapping Segments	Not supported	Supported	No
Conditional Formatting	Custom data styles	Not supported	Supported	N/A Note The format painter is used to synchronize only the style of a chart. The configuration items in this section are used for data configuration and do not involve style synchronization.
Series Settings	Custom suffix and prefix of metrics	Not supported	Supported

• The effect after the operation is as follows.

Component Splicing

During dashboard creation, click Batch Operations in the top menu bar, select the components you want to splice, and click Splice to generate a spliced component.

Feature Entry

Splicing Operation

Select the components you want to splice and click Splice to generate a spliced component.

Edit Spliced Component

You can perform the following editing operations on spliced components.

Hidden Charts

When you have hidden charts in your dashboard, you can view the hidden chart content by clicking the feature.

Click the button to restore hidden charts.

Configure the Style of Multiple Charts in a Dashboard at a Time

You can configure the style of multiple charts in a dashboard at a time in an efficient manner.

When multiple charts are selected, the system displays the same configuration items in the style by default. You can select the configurations according to your needs, as shown in the following figure.

Page Grid Settings

When you are configuring a report and need to achieve a layout with multiple cards in one row, you can adjust this in the Page Grid Settings.

Feature Entry

Configuration Operation

• The width of each card is determined by the number of grid columns. When you set more grid columns, the card width can be set with finer granularity. After setting, you can achieve multiple cards in one row by dragging the card width. The column spacing between each card can also be adjusted.

• You can also set the card unit height. In the grid layout, the height of each card is dragged in units of one unit. The smaller the unit height is set, the smaller the granularity when dragging to set the card height.