How to configure the reporting control of QuickBI - Quick BI

The filling control is the most basic component of complex table filling. This topic describes how to configure the filling control, such as text, value, drop-down, date and time, image, tree drop-down, function, score, and progress bar.

Fill Control

The developer role configures the filling control in the workbook. The filling control includes multiple types, such as text, number, date, drop-down, image, function, score, and progress bar, and determines the type and filling method of the value that can be filled in the cell. The Basic Controls and Advanced Controls parameters are used in the following example.

Basic control type

Basic Control Type	Cluster parameter settings
Text Effect display Control configuration	Basic information: The name of the field. You can customize the field name. Control type, you can switch to other control types. Enter tips: You can customize the tips displayed in the Enter status. Default: If you do not select Read-only, the control can be edited. If you select it, the control cannot be edited. Use Login Username: If you select this check box, the control is populated with the user name by default in the specified status. Default Value: the default value displayed in the Enter status. Verification: Required: This control is required by default. Minimum Characters: Specify the minimum number of characters that can be filled in the control. Maximum Characters: Specify the maximum number of characters that can be filled in the control. Format Type: If you select this option, you can select Email, Mobile, or ID number. Prompt text when input data is invalid: This configuration items only takes effect when a verification condition is valid. For example, if no option value is entered after the format type is checked, a custom error copy is prompted. Style: Display Wireframe for Input Box: When checked, a wireframe will be displayed when the person filling in the selected cell input value.
Value Effect display Control configuration	Basic information: The name of the field. You can customize the field name. Control type, you can switch to other control types. Enter tips: You can customize the tips displayed in the Enter status. Default: If you do not select Read-only, the control can be edited. If you select it, the control cannot be edited. Decimal: Specify the number of decimal places to retain. Default Value: the default value displayed in the Enter status. Verification: Required: This control is required by default. Minimum: Set the minimum value that the control can fill. Maximum: Set the maximum value that the control can fill. Prompt text when input data is invalid: This configuration items only takes effect when a verification condition is valid. For example, if maximum /minimum value is selected and no option value is entered, a custom error copy is prompted. Style: Display Wireframe for Input Box: When checked, a wireframe will be displayed when the person filling in the selected cell input value.
Single Select Drop-down Effect display Control configuration	Basic information: The name of the field. You can customize the field name. Control type, you can switch to other control types. Enter tips: You can customize the tips displayed in the Enter status. Default: If you do not select Read-only, the control can be edited. If you select it, the control cannot be edited. Options: Custom Data Select Custom Data from the Source drop-down list to manually edit the content of each option. Click to drag and drop the display order of an option. Click to delete an option. Add Options: You can click Add Options to add options individually. You can also copy the content and add multiple options at a time. Click Clear in the lower-right corner to clear all options. Datasets Select a dataset from the From drop-down list. Select the dataset and data field on which you have permissions. Data Source Select a data source from the From drop-down list. Select the data source, data table, and data field on which you have permissions. Members tab Select an organization member from the From drop-down list. If you select Organization Members, you can add the names of users in the same organization. If you select Use Logon Username, the logon username of the current account is automatically entered. Option color: supports monochrome or multi-color, color style supports solid color or translucent. Default: You can select the default options in the Status field. Validation Required: This control is required by default. Prompt text when input data is invalid: the configuration items takes effect only when the verification condition takes effect. For example, if required is checked and no option value is filled in, a custom error copy is prompted. Style Display Wireframe for Input Box: When checked, a wireframe will be displayed when the person filling in the selected cell input value.
Drop-down Multiple Selection	The operation is the same as that of the single-selection drop-down control. The difference is that you can select multiple options in the filling status.
Date and Time Effect display Control configuration	Basic information: Field Name: You can customize the field name. Control Type: You can switch to another control type. Enter tips: You can customize the tips displayed in the Enter status. Default: If you do not select Read-only, the control can be edited. If you select it, the control cannot be edited. Format: Year, Year-Quarter, Year-Quarter, Year-Month, Year-Week, Year-Month-Day, Year-Month-Day, Year-Month-Day, Year-Month-Day-Hour-Minutes-Second. Default: Customize the default date displayed in the Enter status. Validation Required: This control is required by default. Prompt text when input data is invalid: This configuration items only takes effect when a verification condition is valid. For example, if required is selected and no option value is filled in, a custom error copy is prompted. Style Display Wireframe for Input Box: When checked, a wireframe will be displayed when the person filling in the selected cell input value. Note The default format of the date field created in Dataset mode is YYYYMMDD. The default format of the date control is YYYY-MM-DD. If the date format in the report is different, the execution fails. If you want to achieve a consistent format, click Edit Dataset Table in the left-side navigation pane of the report, and select the option in the Date Field section. In the Date Display Format section, you can customize.

Advanced control type:

Advanced Control Type	Cluster parameter settings
Tree drop Effect display Control configuration	Basic information: Field Name: You can customize the field name. Control Type: You can switch to another control type. Enter tips: You can customize the tips displayed in the Enter status. Default: If you do not select Read-only, the control can be edited. If you select it, the control cannot be edited. Option Select Dataset Source and select the dataset and data fields on which you have permissions. You can specify up to five fields. Select Source, and then select the data source, table, and linkage field on which you have permissions. Validation Required: This control is required by default. Prompt text when input data is invalid: This configuration items only takes effect when a verification condition is valid. For example, if required is selected and no option value is filled in, a custom error copy is prompted. Style Display Wireframe for Input Box: When checked, a wireframe will be displayed when the person filling in the selected cell input value.
Upload images Effect display Control configuration	Basic information: Field Name: You can customize the field name. Control Type: You can switch to another control type. Enter tips: You can customize the tips displayed in the Enter status. Upload Method: You can select Local Image or Link. Validation Required: This control is required by default. Prompt text when input data is invalid: This configuration items only takes effect when a verification condition is valid. For example, if required is selected and no option value is filled in, a custom error copy is prompted. Style Display Wireframe for Input Box: When checked, a wireframe will be displayed when the person filling in the selected cell input value.
Score Sample output Control configuration	Basic information: Field Name: You can customize the field name. Control Type: You can switch to another control type. Default: If you do not select Read-only, the control can be edited. If you select it, the control cannot be edited. Description Gear number: support manual setting gear number, the maximum value is 10. Start Value: Set the start value. You can select 0 or 1. Shape: Set the Shape and Color of the scoring block. Allow Half-Star Scoring: Select whether to allow half-star scoring. Show Score: Select whether to show the scoring score. Validation Required: This control is required by default. Prompt text when input data is invalid: This configuration items only takes effect when a verification condition is valid. For example, if required is selected and no option value is filled in, a custom error copy is prompted.
Mailbox Sample output Control configuration	Basic information: The name of the field. The default value is Email. You can customize the field name. Control type, you can switch to other control types. Enter tips: You can customize the tips displayed in the Enter status. Default: If you do not select Read-only, the control can be edited. If you select it, the control cannot be edited. Default Value: the default value displayed in the Enter status. Verification: Required: This control is required by default. Prompt text when input data is invalid: This configuration items only takes effect when a verification condition is valid. For example, if required is selected and no option value is filled in, a custom error copy is prompted. Style: Display Wireframe for Input Box: When checked, a wireframe will be displayed when the person filling in the selected cell input value.
Filling Time When you need to automatically fill in the time entered by the form, you can use the form time control. Sample output Control configuration	Basic information: The name of the field. The default value is the time when the field was filled. You can customize the field name. Control type, you can switch to other control types. Enter tips: You can customize the tips displayed in the Enter status. Default: If you do not select Read-only, the control can be edited. If you select it, the control cannot be edited. Format: Year, Year-Quarter, Year-Quarter, Year-Month, Year-Week, Year-Month-Day, Year-Month-Day, Year-Month-Day, Year-Month-Day-Hour-Minutes-Second. Current Filling Time: selected by default. If you select this check box, the current filling time will be displayed. Verification: Required: This control is required by default. Prompt text when input data is invalid: This configuration items only takes effect when a verification condition is valid. For example, if required is selected and no option value is filled in, a custom error copy is prompted. Style: Display Wireframe for Input Box: When checked, a wireframe will be displayed when the person filling in the selected cell input value.
Progress Sample output Control configuration	Basic information: Field Name: You can customize the field name. Control Type: You can switch to another control type. Default: If you do not select Read-only, the control can be edited. If you select it, the control cannot be edited. Decimal Places: Customize the setting of decimal places in the progress bar. Default Value: Set the default value displayed in the progress bar. The default value is 0. Description Start Value: Set the initial value of the progress bar. The default value is 0. The value must be lower than the target value. Target Value: Set the final value of the progress bar. The default target value is 100. The target value must be higher than the initial value. step size: specifies the jump range of the progress bar each time it is updated. The default value is 1. Color Style: You can customize colors in progress bar, tracks, and sliders. Validation Required: This control is required by default. Prompt text when input data is invalid: This configuration items only takes effect when a verification condition is valid. For example, if required is selected and no option value is filled in, a custom error copy is prompted.
Submitted by You can use the Filler control when you need to automatically populate the Filler. Sample output Control configuration	Basic information: The name of the field. The default value is the name of the field. You can customize the field name. Control type, you can switch to other control types. Enter tips: You can customize the tips displayed in the Enter status. Default: If you do not select Read-only, the control can be edited. If you select it, the control cannot be edited. Options: Use Login Username, which is selected by default. When selected, the login user name is displayed by default. Default Value: If you do not select Use Logon Username, you can enter the default value. Verification: Required: This control is required by default. Prompt text when input data is invalid: This configuration items only takes effect when a verification condition is valid. For example, if required is selected and no option value is filled in, a custom error copy is prompted. Style: Display Wireframe for Input Box: When checked, a wireframe will be displayed when the person filling in the selected cell input value.
User radio Sample output Control configuration	Basic information: The name of the field. The default value is User-Select. You can customize the field name. Control type, you can switch to other control types. Enter tips: You can customize the tips displayed in the Enter status. Default: If you do not select Read-only, the control can be edited. If you select it, the control cannot be edited. Options: Use the login user name. If you select this check box, the login user name is displayed by default. Default Value: the default value displayed in the Enter status. Verification: Required: This control is required by default. Prompt text when input data is invalid: This configuration items only takes effect when a verification condition is valid. For example, if required is selected and no option value is filled in, a custom error copy is prompted. Style: Display Wireframe for Input Box: When checked, a wireframe will be displayed when the person filling in the selected cell input value.
Multiple User Selection Sample output Control configuration	Basic information: The name of the field. By default, this parameter is set to Multi-choice. You can customize the field name. Control type, you can switch to other control types. Enter tips: You can customize the tips displayed in the Enter status. Default: If you do not select Read-only, the control can be edited. If you select it, the control cannot be edited. Options: Use the login user name. If you select this check box, the login user name is displayed by default. Default Value: the default value displayed in the Enter status. Verification: Required: This control is required by default. Prompt text when input data is invalid: This configuration items only takes effect when a verification condition is valid. For example, if required is selected and no option value is filled in, a custom error copy is prompted. Style: Display Wireframe for Input Box: When checked, a wireframe will be displayed when the person filling in the selected cell input value.
Function Effect display Control configuration	Basic Settings Field Name: You can customize the field name. Control Type: You can switch to another control type. Configure the function Excel functions can be used to reference fields in table filling and dataset tables in [field name]. For more information, see Functions supported by workbook.