To streamline the process of chart creation and enhance efficiency, you can swiftly configure dashboards and chart styles within the toolbar configuration area. This topic describes the operations within the toolbar configuration area.
Quick BI supports nearly 40 types of data charts, each featuring a toolbar configuration module, which is divided into two sections: the top menu bar and the toolbar.
The top menu bar allows you to execute essential global operations such as adding to favorites, undoing actions, managing global parameters, and replacing datasets. For more information, see the Top Menu Bar section.
The toolbar configuration enables quick dashboard creation. For more information, see the Toolbar Configuration section.
Top Menu Bar
Configuration Area Introduction
The configuration area includes 12 operations: 1. Return, 2. Edit Title, 3. Add to Favorites, 4. Undo/Redo, 5. Switch PC/Mobile, 6. Lock, 7. Replace Dataset, 8. Global Parameters, 9. Page Settings, 10. Preview, 11. Share, 12. More Post-Editing Operations.
Edit Dashboard Title
Click on the dashboard title to edit and rename it as desired.
Add to Favorites
You can add the current dashboard to your favorites from the editing page. Once added, the organization administrator can manage and maintain it through the Management of Favorites page in the backend.
The add to favorites feature is available only when the dashboard is in published status.
Undo Redo
To revert to a previous action during dashboard creation, click the Undo Button in the top menu bar. To redo an undone action, click the Redo Button.
Mobile Layout Configuration
On the editing page, switch to mobile via the top menu bar to adjust the mobile layout, ensuring the mobile layout lock is disengaged.
Replace Dataset
On the dashboard editing page, you can click the 
icon in the top menu bar to view all datasets associated with the current dashboard. The platform supports global dataset replacement. For more information, see Create a Dashboard > Replace Dataset.
When a dataset in the Used Dataset list (①) needs to be replaced, you can directly select an existing dataset in the space on the right Replace Dataset (②). After selection, you need to select field matching between the two datasets (③).
Ensure the type of fields is consistent when selecting field matching.
Global Parameters
Global parameters can be configured only after the dashboard is created and the Save button is clicked.
On the dashboard editing page, you can select the 
icon from the top menu bar to access the Parameter Item dialog box and set up global parameters. For detailed instructions, see Configure Global Variables.
Page Settings
On the editing page, click Page Settings in the top menu bar to configure settings such as the dashboard's subject, filter interaction control, cascade conditions, and global parameters.
Under the Subject tab, you can configure the dashboard's subject template, set a global subject template, and personalize the dashboard background. For more information, see Subject Design.
In the Advanced tab, configure Basic Settings, Cascade Conditions, and Global Parameters:
Basic Settings: Configure options such as Show Watermark, Allow Download, Allow Copy Content, Allow Audience Generation, Enable Real-Time Query, and Enable Report Comments.
NoteWhen Allow Download is selected, you can choose to hide the global download button.
Activating Real-Time Query removes the default one-minute cache latency but may increase the load on the data source.
Filter Interaction Settings: Enable automatic filter interaction globally. For more information, see Filter Interaction.
Cascade Conditions: Set up the relationship between query conditions. For more information, see Configure Query Control Cascade.
Global Parameters: In report configuration, you can accommodate scenarios needing parameter adjustments by using global variables. For more information, see Configure Global Variables.
Preview
Clicking the Preview option enters the dashboard into preview mode, supporting both PC and mobile views. Operations such as Save, Copy Preview Link, and Republish are available. Selecting "Continue Editing" returns you to the editing page.
Copy Preview Link
The copy preview link is useful for scenarios where you need to share content that is saved but not yet published for verification by others.
Private Preview Link
After selecting the private preview link option, users with view permissions can access the most recently saved version of the report.
Public Preview Link
Selecting the public preview link option allows anyone with the link to view the most recently saved report content. Each shared link is valid for 24 hours, and the content saved most recently is always displayed during the validity period.
Prerequisite: Both the organization level and workspace level must permit public works to use this feature.
The copy preview link feature is available only after enabling Allow Copy Preview Link in the report configuration.
More Post-Editing Operations
Once you have completed editing the dashboard, you can click the 
icon on the top menu bar and select from the More Operations list box to configure the necessary operations.
Auto Save
Enabling the Auto Save feature will prompt the system to automatically save the dashboard every 5 minutes during continuous editing.
The Auto Save feature can also be activated when creating a new dashboard.
NoteThe system retains a maximum of the 5 most recent published versions and 15 saved versions within three months.
Recover Historical Versions
To recover a previous version, locate it in the historical version list and click Recover.
The system retains a maximum of the 5 most recent published versions and 15 saved versions within three months.
Collaborative Authorization
Once you have finished editing and saved and published the dashboard report, click the 
icon in the top menu bar. Then, select the More Operations list box and opt for collaborative authorization to set it up. For detailed configuration instructions, see Globally Configure Collaborative Authorization.
Performance Diagnosis
Upon clicking the Performance Diagnosis button, the details of the report's performance diagnosis will appear on the right side of the dashboard. The Performance Diagnosis feature assists in identifying and resolving performance issues within report and DataAnalysis operations. For detailed configuration, see Performance Diagnosis.
Unpublish
Selecting the unpublish option will prompt a confirmation dialog. Confirming will make the report inaccessible to viewers.
Shortcut Keys
Utilize shortcut keys to enhance efficiency when operating charts and creating tables.
Help and Feedback
If you're new to chart operations, access beginner tutorials through the Help and Feedback feature using the Beginner Guide. 
Toolbar Configuration
Configuration Area Introduction
The configuration area includes 13 operations: 1. Add Chart, 2. Add Query Control, 3. Add Storyline, 4. Tab, 5. Rich Text, 6. Image, 7. Embedded Page, 8. Filter Interaction Panel, 9. Reuse Widgets of Another Dashboard, 10. Format Painter, 11. Hide Charts, 12. Batch Operations, 13. Page Grid Settings.
Reuse Widgets of Another Dashboard
Within the same workspace, you can transfer widgets from another dashboard to the current one, streamlining your workflow and conserving resources.
Format Painter
The Format Painter allows you to quickly synchronize the style of existing charts with others, streamlining the editing process.
Refresh Style to the Same Chart
Refresh Style to Different Charts
The style from the source chart can be transferred to the destination chart, provided that both charts support the style parameters. For instance, when using the Format Painter to transfer the style from a ticker board to a gauge, the outcome will depend on whether both chart types support the style parameters. The table below provides further details.
The resulting effect of the operation is illustrated below.
Style | Configuration Item | Source Chart | New Chart | Is Style Synchronized |
Basic Information | Show Title and Description | Supported | Supported | Sync |
Remarks | Supported | Supported | Sync | |
Endnote | Not Supported | Supported | No | |
Show Link | Supported | Supported | Sync | |
Custom Background Color | Supported | Not Supported | No | |
Visual Style | Not Supported | Supported | No | |
Functionality | Min Value and Max Value | Not Supported | Supported | None Note The format painter can be used only to copy chart styles. This section is used for data configuration and does not involve style settings. |
Style Settings section | Display of data metrics | Supported | Supported | Sync |
Show Metric Image and Alignment | Supported | Not Supported | No | |
Block Color Configuration and Data Mapping Segments | Not Supported | Supported | No | |
Conditional format | Custom data styles | Not Supported | Supported | None Note The format painter can be used only to copy chart styles. This section is used for data configuration and does not involve style settings. |
Series Settings | Custom suffix and prefix of metrics | Not Supported | Supported |
Widget Concatenation
When creating a dashboard, you can click Batch Operations on the top menu bar, select the widgets you want to concatenate, and then click Concatenate to create concatenated widgets.
Note: Concatenation is only supported for PC dashboards, not for mobile dashboards.
Function Entry
Concatenation Operation
To concatenate widgets, select them and click Concatenate. This action will generate concatenated widgets.
The widgets selected for concatenation must form a square.
Undo Concatenation Operation
To undo the concatenation, select the concatenated widgets and click Undo Concatenation in the widget container's configuration.
Resize Operation
Concatenated widgets can be scaled as a whole, with the internal content adjusting proportionally.
Hidden Charts
You can view the content of charts hidden in the dashboard by clicking the 
icon. 
To restore hidden charts, click the 
button. 
Batch Style Settings
You can simultaneously configure the style for multiple charts within a dashboard, making the process faster and more efficient.
When you select multiple charts, the system automatically displays the same style configuration items. You can customize these settings as needed. Below is an illustration of the effect. 
Page Grid Settings
To achieve a layout with multiple cards per row in your reports, adjust the settings in Page Grid Settings.
Function Entry
Configuration Operation
The width of each card is controlled by the number of grid columns. More grid columns result in finer granularity for the card width. Once set, you can drag to adjust the width and arrange multiple cards in a row. You can also modify the column spacing between cards.
Additionally, you can define the card unit height. Within the grid layout, card height is adjustable by dragging, using the unit height as the granularity. The smaller the unit height, the finer the adjustments you can make.
