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Quick BI:GUI Elements in the Quick BI Console

Last Updated:Oct 30, 2024

This topic describes the basic structure of the Quick BI console. The first time you enter the Quick BI console, you can learn about the Quick BI console, such as My Dashboard, console, Open Platform, and Organization Management.

/api/v1/live/loginAfter Quick BI the console, you can create and edit resources.

Architecture

Quick BI is used for data consumption in all scenarios. You can perform operations to drive data flows in your enterprise by using different roles:

  • My Data is aimed at executives and users who view reports, and individuals who view digital positions.

  • Portal for executives and users to view reports, enterprise-level BI portal (administrators can be customized for enterprises).

  • Workbench is intended for developers or analysts to perform data analysis.

  • Open Platform provides custom requirements for enterprise developers or community developers.

Top navigation bar

You can click an icon in the top navigation bar to switch to the entry point for the related feature and perform related operations.

① Subscription management, metric monitoring, downloads, and resource package management

② Notifications

③ Settings of organizations and workspaces

④ Creation area

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My Data

  • Homepage

    Support customized homepage report settings to realize the default view of corresponding reports. image

    For more information, see Homepage settings.

  • Pinboard

    Pin the data card in the report here to obtain data changes in one stop.

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    For more information, see Pinboard.

  • Monitor

    Displays the alert data of the monitored metrics.

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    For more information, see Manage monitoring metrics.

  • Favorites

    Show my collection of resources.

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    • You can expand the favorites list as shown in the figure.

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    • Search by keyword (①) and filter by type (②) are supported.

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    • You can click More in the Actions column to view in new window, copy, and remove the links.

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  • Recent

    Shows the most recently browsed resources.

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    • You can expand the recent access list as shown in the figure.

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    • Row keyword search (①) and filter by type (②) are supported.

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    • You can click More in the Actions column to view in new window, copy, and remove the favorite.

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  • Authorization

    Show Authorization and My Resources.

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    • You can expand the Authorization and My list as shown in the figure.

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    • Row keyword search (①) and filter by type (②) are supported.

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    • You can click More in the Actions column to view in new window, copy, and remove the favorite.

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    • Support only see new today.

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  • Side navigation support stow.

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    The effect after you click Hide is as follows:

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    If you want to pin the side navigation bar, move the pointer over image.pngthe chart and click Pin.

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Enterprise Portal

For more information about how to customize enterprise-specific BI portal, see Customize a PC-based enterprise portal.

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Homepage of Workbench

Console can be used to view and manage my workspace, quickly create resources, and quickly enter the resources of recent operations.

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  1. Information about the current account: includes the nickname, role, and created resources of the current account.

  2. Quick creation: directly displays the creation portal of various types of resources, which allows you to quickly find the portal and improve efficiency.

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  3. My Workspaces: shows a list of your workspaces to help you view resources in the workspaces and manage the workspaces in an efficient manner.

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    ① Quickly find my workspace

    ② Add more space.

    ③ Managing my space.

    You can click a workspace to go to the resource list on the Workbench tab.

  4. My recent operations: The Recently Edited, Created by Me, and My Favorites tabs display the resources that you recently edited, created, and added to favorites. This way, you can quickly find the resources that need to be edited multiple times on the Workbench tab and start and re-edit the resources in an efficient manner.

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    ① Open New Window: Open the resource in a new window.

    ② Copy Link: Copy the URL of the resource and provide the URL to authorized users for collaborative operations.

    ③ Collect the resources

Resource list on the Workbench tab

In the resource list on the Workbench tab, create and manage resources.

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① Switching between workspaces

② Entry points for resources

③ Entry points to create a type of resource

④ The management space and information portal is only visible to users with space administrator permissions.

⑤ Entry points to manage resources

Note

Workspace Management (Section ④) can be viewed only by users who have permissions to manage workspaces.

Open Platform

The open platform makes Quick BI reports and data available to third parties, making it easier for more people to interact with the data. For more information, see Overview.

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Organization Management

In the Advanced Version and Professional Version, administrators can manage Quick BI organizations in the configuration panel, including organization management, enterprise security management, collaboration management, organization-level feature configuration, and intelligent O&M. For more information, see Manage organizations.

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