:View and Apply Templates

Limits

• Quick BI Personal Edition allows only template effect viewing and does not support template installation.

• Quick BI Pro and Professional Edition group workspaces enable both viewing and installing templates, with specific privileges based on the type of work.

  Template type	Personal Edition	Pro	Professional Edition
  Dashboard	Supports viewing	Supports viewing and installing	Supports viewing and installing
  Data dashboard	Supports viewing	Supports viewing and installing after purchase	Supports viewing and installing
  Workbook	Supports viewing	Supports viewing and installing after purchase	Supports viewing and installing
  Data reporting	Supports viewing	Supports viewing and installing	Supports viewing and installing

Access the Template Market

You can access the template market page and perform the following operations:

1. Log on to the Quick BI console.

2. On the Quick BI product home page, click Template Market in the top menu bar.

   This will take you to the template market page.

3. On the template market page, you can:

   • Search templates: Enter keywords in the search box above the category bar on the left side of the page and click Search.

   • View internal enterprise templates: If your enterprise has listed internal templates, you can find them under the Internal Enterprise Templates category in the category bar and view all templates listed by your enterprise.

   • All recommended navigation: On the Recommended page, you can filter template types and sort templates.

     • Filter template types: Choose from six template types, including data reporting, mobile dashboards, workbooks, tablet dashboards, PC dashboards, and data dashboards.

       Filtering helps you quickly locate the desired template when faced with a large selection.

     • Template sorting: Sort templates by most recently updated or most frequently applied.

   • Display cumulative views or applications: The bottom right corner of each template displays its cumulative views and applications.

   • Preview templates: For more information, see Preview Templates.

   • Apply templates: For more information, see Install Templates.

     You can also select and apply templates when creating a new dashboard.

Preview Templates

Template previews are available for both PC and mobile formats. Only Pro and Professional Edition support template previews.

1. Access the Template Market.

2. On the template market page, hover your mouse over the desired template and click Preview.

   • ①: PC preview

     

   • ②: Mobile preview

     Select the desired phone model in Device Model to view the preview effect.

     

Install Templates

Template installation is supported exclusively by Professional Edition group workspaces.

Once installed, both the template and its associated dataset are added to the target workspace.

1. Access the Template Market.

   Install the required template type, be it PC, mobile, or tablet.

   • Install templates

     • Directly install templates from the template market.

     • In the upper right corner of the preview page, click to apply the template and complete the installation.

       

2. In the Select Workspace dialog box, select the desired workspace and click OK.

   You will be redirected to the dashboard editing page to edit or publish the template.

   PC editing

   Mobile editing

   For additional dashboard operations, see Dashboard operations.

3. If the referenced template is a Dashboard or Data Dashboard, one-click Replace Dataset is available. Below is an example using a dashboard.

   1. Page-level data replacement

      • Replacement entry

      • Click to open and display a list of all datasets in the current dashboard. One-click replacement is available.

   2. Widget-level data replacement

      1. Replacement entry

      2. After clicking the switch box, you can toggle between used datasets and all datasets and clear field configurations.

         

      3. To replace the dataset while retaining field configurations, click and select Replace Current Dataset.

         

         For more on data replacement, see Replace Dataset.

View Template Datasets and Data Sources

Datasets and data sources included with templates are distinct from those you create yourself. You can find them on the dataset and data source management page.

• Template datasets

  

• Template data sources

  

Application Examples

Below is an example of creating a dashboard from a template.

1. Log on to the Quick BI console.

2. On the Quick BI product home page, follow the instructions in the figure below to navigate to the workspace resource list page.

3. From the workspace resource list page, proceed to the dashboard creation page as shown in the figure below.

   Note that only the Professional Edition supports creating dashboards from templates.

4. In the Create From Template dialog box, hover your mouse over the desired template and click the Apply icon (see ① in the figure below).