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Quick BI:Overview

Last Updated:Jun 23, 2026

The data dashboard editor provides multiple interface areas for building visualizations and several entry points for creating dashboards.

Interface Areas

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  1. Toolbar

    Change the dashboard name, add it to favorites, undo or redo actions, grant collaboration permissions, force a lock, access help, and adjust the scale.

  2. Component library

    Provides seven types of charts and a selection of text, media, interactive controls, and materials for building dashboards.

  3. Page configuration area

    Add pages, configure page carousels, and delete pages.

  4. Layer configuration area

    Supports multiple layers. Configure layer groups, set up layer carousels, and lock or hide layers.

  5. Canvas configuration area

    Adjust the canvas layout and perform component operations such as cut, copy, lock, hide, and group.

  6. Component configuration area

    Add data to components and configure their styles.

  7. Data transformation area

    Select datasets, add data, modify data formats, and transform data.

Entry Points

Log in to the Quick BI console and use one of the following methods to create a data dashboard.

  • Method 1: Create from the resource entry point outside a workspace.

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  • Method 2: Create from the resource list within a workspace.

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  • Method 3: Create from the data dashboard module within a workspace.

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  • Method 4: Create from the dataset list.

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  • Method 5: Create from the dataset editing page.

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