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Quick BI:Create a PC BI Portal

Last Updated:Feb 12, 2025

A BI portal is a centralized hub that consolidates various data works such as dashboards, workbooks, data dashboards, ad hoc analysis, data reporting, and downloads, along with external links, into a menu-driven interface. By creating a BI portal, you can craft intricate navigation menus for thematic analysis. This topic guides you through the process of establishing a PC BI portal.

Portal Configuration

To configure the PC portal, use the terminal slider at the top of the page and switch to the image icon.

Operation Entry

  • Click the portal settings icon at the top. image

  • To access the portal configuration interface, click Portal Configuration.

    image

Basic Configuration

Configuration item

Parameters in the data section

Global LOGO

  • Support hiding the global LOGO.

    The global LOGO is displayed by default. After deselecting, you can hide the global LOGO.

    image

  • Support using materials or uploading custom images. The recommended size for uploaded local images is 60×60 to 180×60, within 100k.

    image.png

  • Support adjusting the LOGO size.

    image

Display main title

Support selecting whether to display the main title and configure the name and text style of the main title.

Display subtitle

Support selecting whether to display the subtitle and configure the name and text style of the subtitle.

Viewing method

  • When the navigation frame pattern is dual navigation layout, top navigation layout, the viewing method supports drop-down selection of open in current page, open in new window two methods.

    image

  • When the navigation frame pattern is left navigation layout, the viewing method supports drop-down selection of open in current page, open in new window and open by adding a tab page in the current page three methods.

    image

  • You can also choose custom viewing method for each menu page, click Go to configure to enter the menu page configuration interface.

    image.png

    For menu page configuration, see Menu Configuration.

Navigation Frame

Within the navigation frame, you can customize the theme mode, along with the navigation frame pattern and style.

  • Theme Mode

    Options include light mode and dark mode.

    • Light Mode

      image

    • Dark Mode

      image

  • Navigation Frame Pattern

    Choose from top navigation layout, left navigation layout, or dual navigation layout.

    image

    • Top Navigation Layout

      Configuration item

      Parameters in the data section

      Header navigation

      When the navigation frame pattern is set to top navigation layout and dual navigation layout, support configuring header navigation:

      • Navigation bar height

        Untitled

      • Navigation bar background

        Untitled

      • Overlay background image

        After selecting, support uploading custom images. Uploaded local images only support jpg, jpeg, png, gif, svg formats, maximum 1M.

        image

      • Tab style

        Support underline, selected word, and selected block.

      • Tab text

        Support setting regular text style, selected fill color, and selected text style. The selected fill color only takes effect in the selected block.

        image

      Drop-down menu

      When the navigation frame pattern is set to top navigation layout, support configuring drop-down menu.

      • Navigation menu area background

        Untitled

      • Overlay background image

        After selecting, support uploading custom images. Uploaded local images only support jpg, jpeg, png, gif, svg formats, maximum 1M.

      • Text display

        Support setting regular and selected fill color and text style.

        image

      • Custom menu row size

        Set the height of the menu row.

    • Left Navigation Layout

      Configuration item

      Parameters in the data section

      Logo display area color

      Support setting Logo display area color to solid color or gradient.

      image

      Overlay background image

      After selecting, support uploading custom images. Uploaded local images only support jpg, jpeg, png, gif, svg formats, maximum 1M.

      Panel configuration

      • Navigation bar background

        image

      • Overlay background image

        After selecting, support uploading custom images. Uploaded local images only support jpg, jpeg, png, gif, svg formats, maximum 1M.

      Menu display configuration

      • Menu selected style

        Support fill and selected block.

      • Menu level and text display

        Support setting text display style for all menu levels or specified menu levels. image.png

      • Menu name indent

        • After selecting, the lower-level menu name is indented. image.png

        • When not selected, all menu names are on one column. image.png

      • Custom menu row size

        Set the height of the menu row.

    • Dual Navigation Layout

      Configuration item

      Parameters in the data section

      Header navigation

      When the navigation frame pattern is set to top navigation layout and dual navigation layout, support configuring header navigation:

      • Navigation bar height

        Untitled

      • Navigation bar background

        image

      • Overlay background image

        After selecting, support uploading custom images. Uploaded local images only support jpg, jpeg, png, gif, svg formats, maximum 1M.

        image

      • Tab style

        Support underline, selected word, and selected block.

      • Tab text

        You can configure the style of regular text, the color of selected fill, and the style of selected text. The color of the selected fill is effective only in the selected block.

        image

      Left panel menu area

      When the navigation frame pattern is set to dual navigation layout, support configuring left panel menu area.

      • Menu area background

        image

      • Overlay background image

        After selecting, support uploading custom images. Uploaded local images only support jpg, jpeg, png, gif, svg formats, maximum 1M.

      • Menu selected style

        Support fill and selected block.

      • Menu level and text display

        Support setting text display style for all menu levels or specified menu levels.

        image.png

      • Menu name indent

        • After selecting, the lower-level menu name is indented.

          image.png

        • When not selected, all menu names are on one column.

          image.png

      • Custom menu row size

        Set the height of the menu row.

Add Common Controls

Note

The process for adding common controls on the PC is the same as on the mobile terminal.

Configuration item

Parameters in the data section

Display footer

After selecting this option, you can specify the footer. The footer is displayed at the bottom of the content page.

Menu level breadcrumb display

After selecting this option, the menu levels are displayed at the top of the content page.

image

Menu cache

After selecting this option, when you open multiple menus, menus do not need to be reloaded when you switch between the menus.

Click directory node to select submenu

After selecting, clicking the directory node will automatically display the next level submenu.

When not selected, in the top navigation and left navigation layout, clicking the directory node will only "collapse/expand" the menu list. In the dual navigation layout, this configuration item only takes effect on the left menu.

Display full portal title

In dual navigation/top navigation, when the title is too long, it is displayed in full by default.

Portal alias

You can specify the alias of the BI portal. The specified value is added to the portal URL. For example, if you specify parameter 1, the portal alias is: https://daily.yunbi.biz.aliyun.test/product/1.htm

image

Note

Please enter content that complies with laws and regulations. Do not enter any illegal, pornographic, reactionary, or unethical information.

Menu Configuration

Note

PC menu configuration is distinct only in terms of menu display styles, while the rest of the settings are shared with the mobile terminal.

  1. Navigate to the BI portal editing page and click the desired menu to access its configuration page.

    image

  2. Configure the portal menu, system features, and menu settings on the configuration page.

    image

    • Portal Menu Configuration

      image

      Add a main menu to create a level-1 menu.

      Add submenus for level-2 and below.

      Designate a menu as the homepage, which will be displayed by default when the BI portal is accessed.

      Hide or delete menus as needed.

      • Hiding a parent menu will also hide its child menus.

      • To unhide a menu, click the Hide Menu icon again.

    • System Feature Settings

      Select features such as menu search and page full-screen as illustrated below.

      image

      • Menu Search

        • Enable menu search to allow users to look up menu names.

          image

        • Customize the search box's background fill color, icon color, line frame color, empty state text, and text style in input state.

          image

      • Page Full-Screen

        • Enable the full-screen feature to include a full-screen button on the page, allowing users to expand the view.

          image

        • Configure the function icon to use either stock materials or custom images.

          image

          Local images for upload should be in jpg, jpeg, png, gif, or svg formats and not exceed 1M in size.

          image.png

    • Menu Settings

      Configuration item

      Parameters in the data section

      Menu name

      Used to customize the menu name.

      Allow collapse

      Specifies whether a menu can be folded.

      Default collapse

      Specifies the default state of a menu.

      Note

      This option can be set only when the menu is allowed to collapse.

      Node type

      Set the node type to content node or empty node.

      • If a node is specified as a parent node, you can configure this node to an empty node.

      • When a child node is added under this node, the node automatically becomes an empty node. If the node was originally a content node, adding a child node will clear the node content.

        image

      Content type

      Support setting space resources or external links. Space resources support the following types:

      • Dashboard

      • Data dashboard

      • Workbook

      • Ad hoc analysis

      • Data reporting

      • Downloads

      When the space resource is a dashboard, workbook, ad hoc analysis, or downloads, support whether to display the report title.

      image

      Viewing method

      Support three methods: open in current page, open in new window, and open in current page and new window.

      Note
      • This option can be set only when the menu is not set to an empty node.

      • If you have selected a unified page opening method in the site configuration, you cannot customize the opening method for a single menu page. To customize the opening method for a single menu page, modify it to a custom viewing method for each menu page.

        image

      Menu display style

      • PC

        Support selecting to display icons and configure the size of icons, menu icon in regular state and selected state, and the spacing between icons and text. image The menu icon supports using materials or custom images.

        • Use materials image.png

        • Custom images

          Support uploading local images (①) or uploading via image link (②). image.png

  3. Click Save to apply the changes.

    You can adjust the width of the left-side navigation pane by dragging it. Untitled

Theme Configuration

  1. On the BI portal editing page, click the image.png icon in the upper right corner and locate the icon at the bottom to toggle between the light and dark theme modes of the BI portal.

    image

    Note

    Switching between light and dark theme modes affects the account level, not just individual modules. For instance, setting the workbook to light mode will also change compatible modules (like dashboards and data reporting) to light mode.

    ① Light Mode

    image

    ② Dark Mode

    image

    ③ Follow System

    Adopt the system style in custom configurations.

    image

    For additional details, please refer to System Theme Customization.

    Note

    System style settings in custom configurations are only available within tenant management. Module-level settings take precedence over organization-level effects.