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Quick BI:Redirect

Last Updated:Sep 27, 2023

Quick BI supports the drilling feature, filter interaction feature, and hyperlink feature for multi-dimensional data analysis. This topic describes the scenarios and methods of redirection.

Scenarios

When you view the company sales dashboard data, you can use the Quick BI to view the detailed order information of a specified field. If you click Office Supplies in the Order Information report, you are redirected to the Order Profit Details page and only all orders whose Product Type is Office Supplies are displayed.

Configure the hyperlink feature

The hyperlink settings include Intra-product Redirection, Intra-page Components, and External Links.

Description

  1. On the Company Data Dashboard page of the dashboard, select Order Information from the cross table and click the Analysis (①) tab.

  2. Click the image..pngicon (②) next to Jump to go to the hyperlink Settings page (③).

    image..png

Intra-product redirect

Set Redirection Mode

  1. On the Redirection page, you must select the fields to be bound in the Redirection Rule section on the left. You can use one of the following methods to redirect to a product: Redirection within a product.

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  2. If you want to display custom text content during chart interaction, you can enter the content that you want to display in the Jump to display text box. If you do not set this parameter, the default value is Redirect. The following figure shows an example.

    image..png

Set a redirect target

After you select a redirection method, you can configure Redirection Content, Target Location, and Open Method.

  1. In the Content section, select a workspace (1) from the Workspace drop-down list, select a report type (2) from the Workspace drop-down list, and select Order Profit Details (3) from the Content drop-down list.

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    1. When you select a report, global parameters have been configured for the report with the image..pngicon in the drop-down menu, and the parameter redirection method within the product is supported.

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    2. If you do not set global parameters in the report, you can click the icon on the right side of the image..pngselection box or click Go to Configure in the Global Parameter Settings section to configure global parameters. For more information about how to set global parameters, see Configure global parameters.

      image..png
  2. After you set the content, you can select the target position. By default, Default Top is selected, which indicates that the position is the top of the target report. Example:

    跳转顶部..gif

    If you want to navigate to the chart that you want to navigate to. You can select Navigate to a chart or widget and select Order Profit Details from the drop-down list.

    image..png

    The jump effect is as follows:

    跳转图表..gif
  3. You can set the Open Mode parameter to Open Current Window, Open New Window, or Open Pop-up Window.

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    1. If you select Open in New Window, you can click the Back icon in the upper-left corner to return to the previous page. The following figure shows an example.

      跳转返回
    2. If you select Popup Window, you can set the Popup Window Size parameter. When the pop-up window is opened, you can drag the window size and window position.

      image..pngp577141..gif

Global Parameter Settings

In the Global Parameter Settings section, you must configure parameter mapping rules, filter conditions (query controls and global parameters), and other conditions (drill-down and interaction conditions). In the configuration process, you can select configurations based on your actual business requirements.

Note

You can specify multiple types of filter conditions: Dimension, Measure, SQL Parameter, and SQL Placeholder.

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  1. To jump between reports, you need to configure the mapping between the fields of the current chart and the parameters of the jump chart. Select the associated fields for the mapping method, and select product type for the chart fields to match the global parameters of the jump report.

    image..png
  2. If you set the query control (Region) of the report to Northeast, select Region in the global control and configure the parameters in the report. You can carry this filter condition.

    image..png
    • In this example, a pie chart is used to show the effect before and after you select Carry Filter.

      In the pie chart, set Product Type to Office Supplies and set the region to South China, as shown in the following figure.

      image..png
      • If you do not select Bring Filter, the data of all product types in the region is displayed in the Product Type Unfiltered cross table.

        image..png
      • If you select Bring Filter Condition, only the data of the Product Type Office Supplies instance in the region is displayed in the cross table.

        image..png
    • You can also carry external filter conditions on multi-level pages.

      For example, when you query order information in the Northeast China region, you are redirected to the Order Details page when you click Office Supplies. The Profit Details page displays the Office Supplies in the Northeast region. If Product Category is set to Paper, you are redirected to the Order Shipments page. In this case, the Paper Shipments page in the Northeast region is displayed.

      as shown in the following figure.

      跳转带查询条件
      Note

      The following types of charts are supported: Carry Filter Conditions and Carry Other Conditions:

      • Line /plane drawing

        Line, Area, Stacked Area, 100% Stacked Area, and Combination Chart

      • Column /bar chart

        column charts, 100% stacked column charts, bar charts, stacked bar charts, 100% stacked bar charts, and ranking boards

      • Pie /Ring

        Pie charts and polar diagrams

  3. If you select Link Filtering for the report, you can select the Carry Linked Conditions check box in the Other Conditions section.

    image..png

    If you select 2013 as the order date in the cross table, the South China region is redirected to the pie chart. In this case, the redirected cross table displays only the data in which the region is South China and the order date is 2013.

    image..pngimage..png

Jump Display

Click Office in the cross table Order information, you will be redirected to the dashboard Order profit details and all the orders with product_type set to Office appear.

跳转效果

Intra-page components

Note
  • When you configure redirection in a dashboard, you can select charts, tab controls, rich text, images, and embedded pages.

  • When you configure a redirection in a workbook, you can select sheet.

  • When you configure a redirect on a data dashboard, you can specify a page.

In jump settings page, you need the jump rules select the field to be bound in the section, jump to select components in the page after mode , you only need to target location select the chart and components.

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If you select the Synchronously Trigger Linkage During Redirection configuration items in the On-page Component jump mode, if you configure both the linkage and redirection, the linkage conditions also take effect when you click the Redirection field.

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External link redirection

If you set hyperlink to External Link, you can use the External Link feature to redirect to a specified URL or related parameters in the associated user system.

On the Redirection Settings page, select the fields to be bound on the left side, select External Link, enter a URL, and then click OK.

Note

You can enter the URL in the text box. You can also double-click field names in the Add Dimensions section to add the fields to the URL.

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Jump Style Configuration

Note

Only text charts support jump styles.

Description

You can click the Analysis tab (1) and Go (2) configuration items in the Data Interaction section, as shown in the following figure.

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Descriptions of parameters

Parameter

Description

Text

The text style of the field to which you want to redirect data. You can set the Color, Bold, Italic, and underscores parameters.

image..png
Note

The indicator chart is not supported.

Icon

After you select an icon, the icon appears next to the corresponding field. You can select the type of the icon.

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