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Quick BI:Mobile Spreadsheets

Last Updated:Jan 20, 2025

In scenarios such as device inspection, production reporting, and order inquiry, where carrying a computer is impractical and real-time data access is necessary, mobile spreadsheets offer an efficient and flexible solution for data preview. This topic introduces the features of mobile spreadsheets.

Entry Points

To begin, create a Workbook as illustrated below; then configure mobile spreadsheets for mobile use.

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Mobile Report Interface

On the mobile editing page, you can carry out various operations. The menu bar features are consistent with those on the PC. For more information, see Configure a Workbook.

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Feature

Description

① Mobile Layout Configuration

After clicking the top menu bar to switch to mobile, you can edit mobile spreadsheets. Untitled

② Device Model

After selecting a phone model, you can view the effect in the preview.

Currently, the following phone editions are supported:

  • iPhone

  • HUAWEI Mate

  • HUAWEI

  • Xiaomi

  • VIVO

  • OPPO

  • Samsung

③ Mobile QR Code

You can use a mobile device to scan the mobile QR code to preview the effect.

The QR code is valid for 3 minutes. After it expires, you can click Regenerate QR Code.

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Mobile Operations Introduction

Spreadsheet Operations Introduction

  • The mobile interface supports actions such as click, double-click, long press, and two-finger scaling.

    • Click a cell to select it.

      Untitled

    • A reporting pop-up interface appears when you double-click a reportable cell, allowing you to enter data as needed.

      Untitled

      Note

      Note that regular spreadsheets in mobile mode are view-only and do not support editing. However, if you have set up reportable cells, double-clicking will enable the reporting feature. For more information, see Mobile Spreadsheet Reporting.

    • To copy data, long press the desired cell to bring up the copy options.

    • Use two fingers to pinch or spread to zoom in or out on the entire spreadsheet page.

    Note

    Clicking or double-clicking regular cells (non-reportable cells) in mobile mode does not allow for cell editing.

  • To navigate between multiple sheets in the spreadsheet, use the sheet switch at the top of the page.

    Untitled

Query Controls

  • In the spreadsheet toolbar, click image to access Query Controls and add new controls.

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  • In the spreadsheet display area, click image to create a new filter item.

    image

  • On the Query Condition Set page, define your query conditions.

    See Create a Query Control.

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  • Click OK.

    You can view and use the configured query controls on the query control page to perform filtered queries.

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    For more information, see Add a Query Control.