Quick BI:Design a theme

Prerequisites

You are logged in to the Quick BI console and are on the dashboard editing page. Create a dashboard.

Procedure

1. On the dashboard editing page, click Page Settings on the top menu bar.

   

   Click the icon to expand or collapse the Page Settings panel.

   

2. In Page Settings, click the Theme tab and configure Dashboard Theme Template, Global Styles, and Page Layout.

   

   To find a setting quickly, enter keywords in the search box at the top.

   

   To collapse all categories, click the icon next to the search box and select Collapse all categories.

   

3. Configure the following parameters.

• In the Dashboard theme section, select an official theme or a custom theme.

  • Official themes: Default, Deep Blue, Starry Sky, Technology, Event, Minimal, and Indigo.

  • Custom themes: Select an existing custom theme.

    

    Organization administrators can click Custom to open the Report Theme Management page and manage custom themes.

    

    Note

    Custom themes are available only in Quick BI Professional Edition:

    • Organization administrators can choose from official themes or create custom themes.

    • Non-administrators can choose from official or existing custom themes but cannot create new ones.

• In the Global styles section, configure the following parameters.

  Parameter	Description
  Theme Mode	Select light mode or dark mode. light mode: White dashboard background. This is the default (light mode). dark mode: Black dashboard background.
  Chart color scheme	Use system-provided template color schemes or custom color schemes. When you set Chart color scheme to Template color scheme, select a scheme from the drop-down list. For example, selecting the Advanced Gray color scheme updates the chart as shown below. If you set the chart color scheme to Custom, you can modify each swatch color. Note The Gradient color style applies to indicator, trend, and comparison charts.
  Page font	Set the font type for the dashboard page.
  Card corner radius	Set the corner radius of chart cards: no radius, small radius, or large radius.
  Spacing	Choose from Compact, Normal, or Custom.
  Spacing between cards	Available only when Spacing is set to Custom. Adjust the row and column spacing between cards.
  Card padding	Available only when Spacing is set to Custom. Adjust the top, bottom, left, and right padding of a card.
  Semantic colors	In conditional formatting and secondary indicator displays, colors convey data changes such as increases, no changes, or decreases. The system auto-matches default semantic colors based on the selected chart color scheme. You can also customize the global color scheme for increase/decrease, positive/negative, and status indicators. This applies to the entire dashboard.

• In the Page layout section, configure the following parameters.

  Parameter	Description
  Page layout	Select the dashboard layout: Fit to Content or Fit to Window. Fit to Content: Sizes the page based on the actual size and position of all components, such as charts and query controls. Fit to Window: Scales the page to the browser window. You can also configure the column layout.
  Page information	Configure the Title area, story outline, and Footer displayed on the dashboard. Title area: Show or hide the dashboard title area. When shown, click the icon to configure the following items. Show main title: Show or hide the main dashboard title. When shown, adjust its text style, logo, and alignment. Note: Show or hide notes in the title area. When shown, click the icon to customize the note content. Content area bottom margin: Adjust the bottom margin of the main title area. Cover background: Set the background color, overlay image, and height of the main title area. Story outline: Add a story outline below the title area. The system auto-generates an outline based on chart layout order. Click the icon next to a story node to customize it in the Edit Story Node dialog box. Footer: Show or hide the footer area. When shown, click the icon to configure the following settings. Footer text content: Set the text content for the footer area. Footer background: Set the background color, overlay image, and height of the footer area.
  Page background	Set the background color to Solid color or Gradient, and optionally overlay a background image.
  Page width	Choose Adaptive or Fixed. Note If you select Fixed, set the left and right page margins in pixels. These margins become fixed and cannot be adjusted in the page margin settings.
  Page margin	Choose from Normal, Ultra-wide page, or Custom.

• In the Dashboard background section, configure the following parameters:

  Parameter	Description
  Top image and Bottom image	Select an Existing image or a Custom image. Note Custom images can be uploaded from a local file or a URL.

• In the Dashboard components section, configure the following parameters.

  

  Parameter		Description
  Title	Text	Set the font size and alignment of the chart title.
  	Separator	Set the color and width of the title separator line.
  	Custom title background	Customize the title background to match the report's theme. Background color: Choose the fill color for the title background. You can set it to Solid color or Gradient. Overlay background image: Overlay an image on the title background. Use default images or upload a custom image. Note Custom images can be uploaded from a local file or a URL. Title area position: Set the position of the title area. You can choose Inside chart or Above chart. Apply title background to charts in Tab: Apply the title background to charts within a Tab component. All charts in the Tab component inherit the background color, overlay image, and title area position settings. With nested tabs, only the main tab's title syncs the style when Apply title background to charts in Tab is enabled. Sub-tab titles retain their original settings.
  	Status icon	Set the status icon to display on hover or always, and set its color.
  	Hide More actions entry point in preview mode	Hides the More actions menu in preview mode.
  Background style	Fill	Show or hide a fill color for the background.
  	Overlay background image	Overlay a background image or custom image on the chart background.
  	Border	Show or hide the border and set its color.
  	Show shadow	Show or hide a shadow for the background.
  Empty data style	Text content	Customize the empty data prompt. The default message is "No data returned."
  	Icon style	Customize the icon style for empty data. Note If you select Custom image, upload a local image or provide a URL.
  	Jump link	Clicking the icon or text navigates to the specified address.

• In the General content styles section, configure the following parameters.

  Parameter		Description
  Chart styles	Axis title	Set the font size, color, and style of the axis title.
  	Axis label	Set the font size, color, and style of the axis label.
  	Data label	Set the font size, color, and style of the data label.
  	Tooltip	Set the font size, color, and style of the tooltip.
  	Legend	Set the font size, color, and style of the legend, and whether the legend symbol scales with text. When enabled: For line charts, the legend symbol's line thickness scales proportionally to the chart's line thickness. For other charts, the legend symbol's size scales proportionally to the legend's font size.
  Table styles	Style settings	Set the table style: Zebra, Bordered, Simple, or Minimal.
  	Primary color scheme	Set the primary color scheme: Theme color, Gray, or Custom.
  	Header	Set the font size, color, and other properties of the table header.
  	Content	Set the font size, color, and other properties of the table content.

• In the Tab component section, configure the following parameters.

  Parameter	Description
  Selected tab style	Set the selected tab style: Underline, Separator, or Selected block.
  Tab label style	Set the tab label's font size and the styles for its default and selected states.
  Show border of visualization cards in Tab	Show or hide borders for visualization cards inside a Tab component and set their color.
  Customize spacing between components in Tab	Enter custom spacing values between components within a tab. If not selected, the dashboard's global row and column spacing applies. Note Editable range: -32 px to 32 px for PCs, 0 px to 20 px for mobile devices.

• In the Query control section, configure the following parameters.

  

  Parameter	Description
  Border	Show or hide the query control border and set its color.
  Interaction buttons	Set the color of the interaction buttons.
  Button corner radius	Set the button corner radius for interaction buttons.
  Condition spacing	Set the spacing between conditions.
  Condition name	Set the text style of the condition name.
  Selection box style	Set the style of the selection box.
  Background color	Set the background color of the selection box.
  Border	Set the border thickness and color for the selection box.
  Corner radius	Set the corner radius of the selection box.
  Text	Set the text color and font size of the selection box.

  Note

  These settings apply globally to all query controls. Individual query controls with custom style settings override these global settings. For example, if the global selection box style is set to Fill but query control A has its style set to Border, query control A uses Border.

• Click Save.