Quick BI:Create a Dashboard

Entry Points

Please log on to the or the Quick BI console and navigate to the create dashboard page using any of the methods below.

• Method 1: Create an ad hoc query from Quick Start on the Workbench tab within a workspace.

  

• Method 2: Create an ad hoc query via the left-side navigation pane on the Workbench tab within a workspace.

  

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

  

  When creating a dashboard through these entry points, no dataset is selected by default. You must select Add chart and Configure dataset on the edit page.

  

• Method 4: Create an ad hoc query on the Datasets page.

  

• Method 5: Create from the dataset edit page, as shown in the following image.

  After creating a dashboard from an existing dataset using Method 4 or Method 5, the data panel on the right will automatically load the corresponding dimensions and measures. Simply drag them to the field area after adding a chart.

  

General Operations in the Display Area

In the display area of the dashboard, you can perform the following operations:

View Chart Data

This section describes efficient methods for viewing data on a chart.

1. On the dashboard edit page, select a chart.

2. Click the display legend on the chart to view data for a specific value.

   You can click on the chart's display legend to view data for a specific value.

   For additional details on chart effect configuration, refer to interactive analysis.

Modify the Title of a Chart

This section describes efficient methods for modifying the title of a chart.

1. On the dashboard edit page, select a chart.

2. Hover over the chart title and double-click to edit the title.

   Hover your cursor over the chart title and double-click to edit the title text.

Manage Charts

Hover over the upper right corner of the chart and click the icon to access various operations.

Export Data

PC Terminal

Within the dashboard page settings, ensure Allow download is selected and Hide global download button is not. This enables you to carry out operations such as global export and single chart export on the dashboard.

Global Export

• To export a dashboard, locate the desired dashboard in the Workbench list and click Preview.

  

• Click the icon in the bottom-right corner to reveal the export option.

• Click Export to proceed to parameter settings.

  

  Parameter item	Parameter item description
  Export Name	The name of the exported file. You can customize a name.
  File Format	The format of the exported file. Supports exporting in three formats: Image, PDF, and EXCEL. Note Exporting embedded components (external page embedding) and cross-domain accessed images is not allowed.
  EXCEL content	Supports two export methods: Export all and Partial export. If you select Export all, all chart data under the dashboard is exported by default. If you select Partial export, you can select part of the chart data under the dashboard.
  Cross Table Data Type	The data format of the cross table that you want to export. The exported cross table data supports two formats: With Format and Pure Data. When the number of cells exceeds 50,000, it is recommended to select the Pure Data type. Only the first 10,000 data records can be exported if you want to export an EXCEL file. Note This option needs to be configured only when the exported chart is a cross table and the file format is selected as EXCEL.
  Watermark	Support selecting Show watermark or Hide watermark. Note This option needs to be configured only when the file format is selected as EXCEL.
  Export Channel	Supports exporting to Local or OSS server. Note If the current organization has configured a server, you can choose to export to the OSS address.

Single Chart Export

The following section provides an example of how to export a single cross table.

Export FAQ

1. Why aren't images in the chart or background images exported?

   Open the browser developer tools and check for a "No Access-Control-Allow-Origin" image access error in the console. If present, it indicates that the image server is not configured for cross-domain access. Please configure cross-domain access on the image resource server.

   Open your browser's developer tools and examine the console for a "No Access-Control-Allow-Origin" error related to image access. If such an error is present, it indicates that the image is not set up for cross-domain access. You need to configure the image resource server to allow cross-domain access. If this error is absent, verify that the image link is accessible on its own.

2. Why isn't the embedded page exported?

   Embedded pages do not support export functionality.

Adjust the Dashboard Layout

• Hover over one of the chart's corners until the cursor becomes a double-headed arrow, then drag to resize the chart.

• Hover over the chart until the cursor changes to a hand shape, then drag to reposition the chart.

  

For dashboards with extensive content, use the layout scaling feature for a global view, which aids in quickly locating and adjusting chart layouts, enhancing dashboard creation efficiency.

When a dashboard is content-rich, you can use the layout scaling feature for a global view, enabling you to swiftly locate and modify chart layouts, thereby enhancing dashboard creation efficiency.

• Pitch allows you to set the gap between cards with three settings: Compact, Loose, and Custom. The system automatically adjusts the card spacing for both Compact and Loose options. For the Custom method, you have the flexibility to manually set the pitch between cards along with the card padding.

  • Pitch between cards determines the space between individual cards, allowing you to manually input the row and column pitch values.

  • Card padding defines the space within each card, which you can adjust manually.

    If a dashboard layout appears too sparse due to large margins inside and outside of components, resulting in low information density, you can optimize the overall margin by adjusting the pitch and card padding to efficiently finalize the dashboard design.

    

Panel Search

On the dashboard edit page, use the panel search feature to swiftly locate and configure items such as the page subject, chart style, and advanced analytics, enhancing report building efficiency.

Dashboard Preview State Features

The dashboard preview state offers the following features: