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Quick BI:Manage Folders

Last Updated:Apr 28, 2024

This topic describes how to manage dashboard topics.

Prerequisites

A dashboard is created. For more information, see Create a dashboard.

Background information

Quick BI Pro supports custom dashboard themes:

  • If you are an administrator of an organization, you can select an official recommend theme or add a custom theme.

  • If you are a non-administrator of an organization, you can select an official recommend theme or an existing custom theme. You cannot add a custom theme.

Procedure

On the homepage, follow the instructions in the following figure to go to the Topic Management page.

image

You can also choose Page Settings> Themes> Custom from the dashboard editing page to go to the Themes page.

image

Add a theme

  1. Click Add Topic. image.png

  2. Go to the Theme Design page.

    image.png

  3. You can configure the following parameters in:

    • In the Basic Information section, configure the topic name and topic cover.

      image.png

    • In the Global Style section, configure the global style of the theme.

      Chart configuration items

      Description

      Theme Mode

      Light and dark modes are supported.

      Chart Color

      You can configure template colors and customize colors.

      Gradient Color Style

      You can select a gradient color style to achieve the effect of a theme gradient.

      Page Font

      Configure the font type on the chart page.

      Card Fillet

      Configure the radian of the corners of the chart card. No rounded corners, small rounded corners, or large rounded corners are supported.

      Spacing

      Compact, regular, and custom are supported.

      Inter-Card Spacing

      You can set and adjust the card row spacing and column spacing only in the spacing selection custom mode.

      Card Pane

      You can adjust the distance between the top, bottom, left and right edges of the card only when you select Custom Spacing.

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

      Chart configuration items

      Description

      Page Information

      You can configure the content of the title area, story outline, and footer.

      Page Background

      Configure the background color. You can select whether to overlay the background image.

      Page Width

      The adaptive and fixed methods are supported.

      Note

      If you select Fixed, you must set the pixel size of the page margin. After you set the Page Margins parameter, you cannot adjust the pixel size of the page margin.

      Margins

      Margins can be selected from regular, extra-wide pages, and custom three ways.

    • In the Background section, configure the following parameters.

      Chart configuration items

      Description

      Top Image and Bottom Image

      When you select an image, you can select an existing image or a custom image and configure the content area margin gap.

      Note

      When you select a custom image, you can choose to upload a local image or upload it by using the link of the target image.

    • In the Components section, configure the following parameters.

      Chart configuration items

      Description

      Title

      Text

      Set the font size and alignment of the chart title.

      line separator

      Set the color and width of the title line separator.

      Custom Title Background

      You can configure the background of the title and the position of the title area.

      • If you select Monochrome, you can set Background Color.

      • When you select a gradient, you can configure Gradient Color and Gradient Angle.

      • When you choose Custom, you can choose to use a material or a custom image.

        Note

        When you select a custom image, you can choose to upload a local image or upload it by using the link of the target image.

      • The position of the title area can be Inside, Edge, or Above.

      Status icon

      You can configure Status Icon or Always Show and set the color of Status Icon.

      Hide more operations in the preview mode

      After you select this configuration items, the More Actions selection entry is hidden on the Preview page.

      Background Style

      Scaling

      Sets whether the background displays a fill color.

      Overlay background image

      Overlay image materials or custom images for the chart background.

      Borders

      Sets whether the border is displayed for the background and the border color.

      Show Shadow

      Sets whether the background displays shadows.

    • In the General Content Style section, set the following parameters.

      Chart configuration items

      Description

      Figure Style

      Axis Title

      Set the font size and color of the axis title.

      Axis Labels

      Set the font size and color of the axis label.

      Tag

      Set the label font size and color.

      Tooltips

      Set the tooltip font size and color.

      Legend

      Set the font size and color of the legend.

      Table Style

      Style settings

      You can set the style here, supporting zebra crossing, wireframe, simplified version, minimalist four styles.

      main color system

      You can set the main color system here. The theme color, gray color, and custom color system are supported.

      Table header

      Set the font size and color of the header.

      The content of the index.

      Set the content font size, color, and so on.

      TAB component area

      TAB Selected Style

      You can set the TAB selection style here. Three styles are supported: underscores, line separator, and Selected Block.

      Tab Label Style

      You can set the font size, default state style, and selected state style of tab labels.

      Tab bottom line separator

      If the title is located inside the chart, the title line separator coincides with the bottom line separator of the tab, which must be configured separately in the title style.

      Display TAB Internal Visualization Card Border

      Specifies whether to display the border of the visualization card inside the TAB. You can select a color.

      Query Control Area

      Borders

      Specifies whether to display the border of the query control. You can select a color.

      Interactive Button

      You can set the color of the Interactive Button.

      Button fillet

      You can set the rounded corners of interactive buttons.

      Conditional spacing

      You can set Conditional Spacing.

      Condition Name

      You can set the text style of Condition Name.

      Universal Style

      You can set Marquee Style.

      Background Color

      You can set the background color of the marquee.

      Borders

      Supports setting the thickness and color of the marquee.

      Round Angle

      The rounded corners of the marquee.

      Text

      You can set the text color and font size of the marquee.

  4. In the Tables&Cross Tables section, configure the following parameters.

    Chart configuration items

    Description

    Style settings

    Supports default, simplified, and simplified versions (without header)

    main color system

    If you set the Style parameter to Default, you can set Default Color and Custom Color.

    Header Background

    When Style is set to Default, you can set the background color of the header.

    Style settings

    You can set the header text color and content text color.

  5. Click Save.

Manage custom theme templates

You can edit, copy, and delete an existing custom theme template.

image.png

① Edit

Click the image.pngicon to go to the Theme Design page, where you can modify existing configurations. For more information, see Add a topic.

② Copy

Click the image.pngicon Copy to copy the custom theme template.

③ Delete

Click the image.pngicon to delete a custom theme template.