Quick BI:Create and manage download tasks

Go to the self-service data retrieval page

1. Log on to the Quick B console.

2. On the Quick BI product homepage, enter the self-service retrieval page as shown in the figure.

   

Create a fetching task

• Create a data retrieval task on the editing page.

  1. Click the self-service download you want to download.

  2. On the download editing page, create a download task by using one of the following paths:

     1. Path 1: Click the icon below the task list to create a fetching task.

     2. Path 2: Click the icon above the task list to go to the task list, and then click Create Task.

  3. Set the fetching task name and export format. The export format supports plain data Excel, formatted Excel, and CSV.

  4. Click OK. You can view the data retrieval task on the Tasks page.

• Use a cross table to create a data retrieval task.

  1. On the cross table editing page, enter the self-service data retrieval mode as shown in the figure.

     
     Note

     After you click Download, a preview page appears. The style of the preview page is consistent with that of the downloaded file.

     • Fixing does not support row-column mixing. If row-column mixing is set for a cross table, row-column mixing is canceled during fetching.

     • Advanced calculation is not supported for fetching. If advanced calculation is configured for a cross table, the advanced calculation in the table is rolled back to normal aggregation, and the fields configured for the last day are hidden.

  2. On the download preview page, create a download task by using one of the following paths:

     1. Path 1: Click the icon below the task list to create a fetching task.

     2. Path 2: Click the icon above the task list to go to the task list page, and then click Create Task.

  3. Set the fetching task name and export format. The export format supports plain data Excel, formatted Excel, and CSV.

  4. Click OK.

  5. You can view the fetching tasks of the current cross table on the Tasks page.

  6. Click Exit in the upper-right corner to go back to the editing page of the cross table.

Manage download tasks

• On the Download Tasks tab of the Data retrieval page, find the data retrieval task that you want to download and click the Download icon in the Actions column. The data retrieval task is downloaded to your computer in the form of an Excel file or a CSV file.

  

• In the Task List of the cross table fetching task, Click the target self-service retrieval Description column of Download link Icons, the self-service data retrieval will be downloaded to the local computer in the form of Excel or CSV.

  Note

  If the file is deleted, In this case, the download icon will be grayed out and the download cannot be performed.

  

Download format of a data retrieval task

• pure data Excel

  The exported data is not formatted. The file type is Excel.

• Format Excel

  You can export data in the Data Display Format, Date Field Format, Alignment, and Field Rename formats.

  Note

  Field Rename is set in the field display content:

  • If you set Data Display Format to Automatic (①) and do not set Alignment or Field Rename, the exported Excel data is not formatted. In this case, you can select Excel with Format or Excel with Pure Data.

  • If you set the Data Display Format parameter to Integer, Decimal Places Reserved, Percentage, or Custom (②), or set the Alignment Method parameter or Rename Field Type parameter, you can retain the format of the exported Excel data if you select Excel as the retrieval type.

    

• CSV

  The type of the exported data file is CSV.