Quick BI:Create and Manage Workspaces

Prerequisites

• You have activated Quick BI Pro or Professional Edition. For more information, see Activate Quick BI.

• The organization administrator permission has been granted to the user who creates the workspace.

Limits

Only organization administrators can create and manage workspaces in the Pro or Professional Edition.

Create a workspace

1. Log on to the Quick BI console.

2. On the Quick BI homepage, follow the instructions in the figure below, click Configuration Panel -> Workspace Management -> Workspace -> Create Workspace.

   

3. On the Create Workspace page, configure the parameters.

   Configuration item	Description
   Workspace Name	The display name in the workspace list. The name must be 1 to 50 characters in length, and can contain letters, digits, underscores (_), forward slashes (/), backslashes (\), vertical bars (|), parentheses (), and brackets [].
   Workspace Description	Additional information about the workspace, such as its purpose.
   Owner	You can select the workspace owner from the dropdown list.
   Workspace Mode	Set the visibility scope of works within the workspace. You can select Collaborative Mode or Private Mode. Select Collaborative Mode: Users can see all works in the workspace. Select Private Mode: Users can only see works that are related to them (those they have permission to access). Important Workspace mode is a new feature introduced in v4.1, mainly used to set the visibility scope of the works list. Therefore: If you created a workspace in version 4.1 or later, you must select a workspace mode when creating it. When modifying workspace information, switching workspace modes may cause changes in work ownership or frequent changes in work visibility. Therefore, it is not recommended to switch workspace modes. If you created a workspace before version 4.1, you did not need to select a workspace mode when creating it. When modifying workspace information, you can modify the workspace mode as needed.
   Feature Permissions	Set the operational permissions for works within the workspace. Works Can Be Made Public: Indicates that works in this workspace can be made public. When selected, anyone can view the work through the link on the Public Link Sharing tab without logging in to an Alibaba Cloud account. Works Can Be Authorized: Indicates that works in this workspace can be shared. When selected, authorized users can view the work through the link on the Private Link Sharing tab. They need to log on to a Quick BI account. Works Are By Default Authorized For All Workspace Members To View: Indicates that works created in the workspace are visible to all members. Only Administrators Can Create Data Sources: Only users with workspace management permissions can create and edit data sources in the workspace. Note After selecting this option, the edit permission for Specified members in the workspace will be invalid. Specified members cannot perform operations such as Create, Edit, Replace, and Sync data sources. If you need some members to have edit permissions for data sources, you can create a Custom role in Workspace roles. For more information, see Role management.
   Preference Settings	The presentation method for dataset fields supports Use Physical Field Names As Dimension And Measure Names and Use Field Comments As Dimension And Measure Names. For example: If you select Use Physical Field Names As Dimension And Measure Names, the field values from Field Name will be used as the names for dataset dimensions and measure fields. If you select Use Field Comments As Dimension And Measure Names, the field values from Field Description will be used as the names for dataset dimensions and measure fields. Note This configuration only takes effect when the database table includes Field Description.
   Synchronization settings	You can select Automatically synchronize dataset field descriptions to data works. This affects whether dataset field descriptions are synchronized to data works.

4. Click OK.

Modify a workspace

Workspace management involves managing group spaces. Only workspace administrators can modify workspace information.

You can modify a workspace using either of the following methods:

• Enter from the configuration management panel and modify the workspace configuration information.

  

• Enter from the workbench and modify the workspace configuration information.

  

For parameter descriptions, see Interface parameter description.

Set as default workspace

When a workspace is set as the default workspace, new members joining the organization will be automatically added to this workspace.

Transfer workspace

If the creator of a workspace wants to leave the organization, they can transfer their workspace to another member in the organization. Any member in the Quick BI organization can become the recipient.

Delete a workspace

Only organization administrators can delete workspaces.

• Delete a workspace from Configuration Panel -> Workspace Management -> Workspace.

• Delete a workspace from Configuration Panel -> Workspace Management -> Workspace Members and Information.

  

• Enter from the workbench and delete the workspace.