Quick BI lets you add Q-Analysis results to a dashboard as a component. You can use this component to present dynamically updated data analysis to business users or managers. This topic describes how to add an analysis component to a dashboard and how to configure the component.
This feature is currently available only in the China (Hong Kong) and Malaysia sites. It will roll out to other sites soon.
Prerequisites
You have Enable Q Interpretation.
You have Q Insights Configuration.
You have Create a Bashboard and have permission to edit it.
Limits
You can add up to three analysis components.
Add an analysis component
Access the feature
You can choose to analyze the entire dashboard or a single chart component.
Analyze the entire dashboard
Click the
icon at the top of the dashboard edit page to analyze the entire dashboard.
Analyze a single chart component
Click the
icon on the right side of the target chart and select Insert Q-Analysis to analyze the single chart component.
Select the analysis scope
Selecting an analysis scope and previewing data is available only when you analyze an entire dashboard. You can skip this step if you are analyzing a single chart component.
On the Q-Analysis interface, the system analyzes all components of the dashboard by default. You can also select one or more charts to analyze.
After you select the analysis scope, click Preview Analysis Data.
The following figure shows a preview.
Select a model
You can select a built-in large model or a custom large model.
Input interpretation approach
Enter a brief summary of your analysis approach or requirements.
You can also create from a prompt template.
Get analysis results
Click the 
icon in the lower-right corner or press Enter. The system then generates the data analysis results.
You can stop the response during the analysis process.
Application Analysis Results
Below the generated Q-Analysis results, you can perform the following operations: Copy Trace_ID, Regenerate, Discard, and Apply.
When the generated analysis results meet your expectations, click Apply to apply the results to the dashboard or the corresponding chart.
If you are analyzing the entire dashboard, the analysis results are applied to the dashboard.
If you are analyzing a single chart component, the analysis results are applied to the corresponding chart.
Understanding component configuration
Select the analysis component to configure its Quick Templates, Title and Card, Style, and Update Mode settings.
Quick templates
In the Quick Templates section, configure a component template based on your business needs. Quick templates differ for global analysis components and single-chart analysis components.
A global analysis component supports the Standard, Compact, and Report templates.
A single-chart analysis component supports the Standard, Compact, Highlight, and Title on Right templates.
Title and card
In the Title and Card section, configure the Title and Component Container.
In the Title section, enable the Main Title, configure the style of the Title and Icon, and set whether to show the Icon.
Enable Show Main Title and then configure the Title, Text and Icon, and Line Separator.
① Title: Enter a title for the analysis component, such as Overall Analysis of Regional Sales Data.
② Icon: You can enable or disable icon display and configure the icon’s shape and color.
You can use assets or upload custom images.
When you use built-in assets, you can customize the colors.
When you select custom image, you can upload a local image or enter an image URL.
NoteYou can upload JPG, JPEG, PNG, GIF, or SVG files up to 20 MB.
③ Text and Icon: Set the style for the component title and icon.
④ Line Separator: Set the color and thickness of the line separator.
In the Component Container section, you can configure Custom Background Fill (①), Border Radius (②), Spacing Above Chart Area (③), and Card Padding (④).
① Custom Background Fill: Select Custom Background Fill to customize the background color and image style of the analysis component. You can choose from system-provided images or upload your own.
② Border Radius: Set the border radius value for the analysis component.
③ Spacing between the chart area and the top: The amount of space above the chart area.
④ Card Padding: Set the amount of space between the analysis content and the card border.
Style configuration
In the Style settings, configure the Font Size, Color, Line Height, and Container Layout for the analysis text.
Set the font size and color for the title and body text.
If you are not satisfied with your settings, click Reset to Default to restore the default font size and color.
Set the Line Height from 1.0 to 6.0.
The container layout settings are different for entire dashboard analysis components and single chart analysis components.
For an entire dashboard analysis component, the Container Layout can be set to Fit to Height or Manual. If you choose Manual, you can drag to adjust the height. A vertical scroll bar appears if the content exceeds the container height.
For a single-chart analysis component, set the Control Position to Bottom of Chart or Title on Right.
When Control Position is set to Bottom of Chart, you can set the Content Area Height.
When Control Position is set to Title on Right, the analysis content appears in the upper-right corner of the chart.
Update mode
In the Update Mode settings, specify whether the analysis component updates automatically every day or updates automatically on subscription.
Update automatically every day: If this option is enabled, the analysis results are automatically updated when a visitor previews the dashboard for the first time each day. If this option is disabled, visitors can manually click Regenerate to update the results during preview.
Update automatically on subscription: If this option is enabled, the results are automatically updated for subscriptions.
Analysis component operations
Update
Click the 
icon in the lower-left corner of the analysis component and then click OK in the confirmation dialog box. The system clears the previous results and runs a new analysis based on the current data on the dashboard.
Copy
Click the 
icon in the lower-left corner of the analysis component to copy its content.
Edit
Click the
icon in the upper-right corner of the analysis component to open the analysis settings editor.
In the editor, you can edit the analysis instructions and update the results.
Move to
Only the Global Interpretation widget can be moved to a Tab or a Dashboard.
Click the 
icon in the upper-right corner of the analysis component, select Move to, and then choose the destination Tab or Dashboard.
Hide
Click the
icon in the upper-right corner of the analysis component and select Hide.
After the component is hidden, you can find it in Hidden Chart Components.
Click the
icon in the upper-right corner to show the component again.
Copy and paste
Copy and paste is supported only by the Global Interpretation Component.
Click the icon in the upper-right corner of the analysis component and select Copy and Paste. You can also use keyboard shortcuts to copy and paste.
Export
Only global interpretation components support export.
Click the
icon in the upper-right corner of the analysis component and select Export.
On the export interface, click OK.
NoteAnalysis components can be exported in PDF or image format. Embedded pages and images that do not allow cross-domain access cannot be exported. Additionally, text gradient colors are not supported for export and are downgraded to a solid color.
Full screen
Click the
icon in the upper-right corner of the analysis component and select Full Screen.
You can now view the analysis component in full screen.
Click the Exit Full Screen button in the upper-right corner to return to the dashboard edit page.
Delete
Click the icon in the upper-right corner of the analysis component and select Delete to remove the component.
