Quick BI:Manage Dashboards

Go to the Dashboards page

Log on to the Quick BI console and follow the instructions in the following figure to go to the Dashboards page.

On the Dashboards page, you can perform the following operations:

• Move a dashboard

• Share a dashboard

• Make with public link

• Copy a dashboard

• Transfer and Rename

• Perform collaborative authorization

• Add a dashboard to favorites

• Delete a dashboard

• Rename a dashboard

View a dashboard

1. Go to the Dashboards page.

2. On the Dashboards page, find the dashboard that you want to manage and click the icon.

   Go to the dashboard preview page.

   

Comments Dashboard

1. Go to the dashboard preview page and view the dashboard.

2. Comments portal

   1. Report-level comment portal

      On the preview page, you can click the icon (1) in the hover menu. The Comments (2) pop-up window appears.

      

   2. Component-level comment portal

      On the preview page, you can go to the comment page of the widget as shown in the figure.

      

      If a component has a comment, you can click the comment icon in the upper-right corner of the component to go to the comment page, and click the comment icon of another component to go to the comment page of the corresponding component.

      

3. In the Comment section, enter the comment content (①) and click Send (②).

4. After a comment is made, you can reply to or delete the comment.

5. You can click the icon in the upper-right corner to filter comments. You can select All Comments, Comments Related to Me, or Dashboard Global Comments.

   

   When you click the icon to go to the Comments page from an existing comment of a component, the default value is Selected.

   

Move a dashboard

1. Go to the Dashboards page.

2. On the Dashboards page, find the dashboard that you want to move, click the icon, and then select Move.

3. In the Move dialog box, select a directory and click OK.

   

Share a dashboard

This feature is available only when the dashboard is in the Published state.

1. Go to the Dashboards page.

2. On the Dashboards page, follow the instructions in the following figure to go to the sharing page.

   

3. On the Share with Private Link tab, copy the URL and send it to users with the view permissions.

   

Make with public link

1. Go to the Dashboards page.

2. On the Dashboards page, right-click the dashboard that you want to share and select Share.

   You can also click the icon in the Actions column corresponding to a dashboard and select Share.

3. In the Share dialog box, switch to the Share with Public Link page.

   

4. Click Share to Public.

Copy a dashboard

You can use the Save As feature to copy a dashboard.

1. Go to the Dashboards page.

2. On the Dashboards page, click the name of the desired dashboard.

3. On the dashboard edit page, click the icon and select Save As.

   

4. In the Save as Dashboard dialog box, enter a dashboard name and specify the directory to which you want to save the dashboard, and then click OK.

Transfer and rename a workbook

1. Go to the Dashboards page.

2. On the Dashboards page, right-click the dashboard that you want to manage, and then select Properties.

   You can also click the icon in the row where the target dashboard is located.

3. In the Edit Properties panel, configure the following parameters.

   Method	Description
   Name	You can modify the name of the dashboard. Note Dashboards cannot have the same name in the same folder. Dashboards can have the same name in different folders.
   Owner	You can select the ID of the user to whom you want to transfer the dashboard from the drop-down list.
   Description	You can add a description about the dashboard.

4. Click OK.

Perform collaborative authorization

1. Go to the Dashboards page.

2. On the Dashboards page, find the desired dashboard, right-click the name of the dashboard, and then select Collaborative Authorization.

   You can also click the icon in the row where the target dashboard is located.

   

   Note

   After you perform collaborative authorization, the data work that is created can be updated by multiple users at the same time, but only one user can save the data work. When multiple users edit the dashboard at the same time, the users must comply with the lock mechanism.

   • After User A saves the dashboard and exits the dashboard, User B can open the dashboard without the need to obtain a lock on the dashboard.

     In this case, if User B edits the dashboard, the data that User A modified is not overwritten.

   • If User A is disconnected from the network or does not edit and save the dashboard within 3 hours, User B can open the dashboard without the need to obtain a lock on the dashboard.

     In this case, if User B edits the dashboard, the data that User A modified is overwritten.

   • If User A is editing the dashboard and User B also wants to edit the dashboard, User B must obtain a lock on the dashboard.

     • If User A has saved the dashboard but does not exit the dashboard when User B tries to obtain a lock on the dashboard, the operation is successful.

       In this case, if User B edits the dashboard, the data that User A modified is not overwritten.

     • If User A is editing the dashboard and does not save the dashboard when User B tries to obtain a lock on the dashboard, User B can determine whether to synchronize the latest changes that User A modified on the dashboard.

       • If User B chooses to synchronize the latest changes that User A modified on the dashboard, the system saves the changes that User A modified after User B obtains a lock on the dashboard.

       • If User B chooses to ignore the latest changes that User A modified on the dashboard, the system saves the changes that User B modified after User B obtains a lock on the dashboard.

       After User B locks the dashboard, User A can continue to edit the dashboard and save the dashboard as a new dashboard. User A can also obtain a lock on the dashboard again after communication with User B.

   For more information, see Grant permissions on data works.

Add a dashboard to favorites

1. Go to the Dashboards page.

2. You can use the following methods to collect dashboards:

• On the dashboard edit page, click the icon next to the dashboard name.

  

  Note

  Click the icon again to cancel the collection.

• On the dashboard preview page, click the icon next to the dashboard and select Favorites or click the Favorites icon in the upper-right corner.

  

Theme Mode Switch

1. Go to the Dashboards page.

2. On the dashboard edit page, click the icon in the upper-right corner and find the icon to switch the dashboard mode.

   

   Note

   The Personal Edition only supports light mode.

   ① Light mode

   

   Dark mode

   

   Follow system

   Follow the system style in the custom configuration.

   

   For more information, see Custom configurations.

   Note

   You can set the system style in custom configuration only in organization management. The dashboard-level mode takes effect at the organization level.

Delete a dashboard

If you delete a dashboard in the Published state, you must unpublish it before you delete it.

1. Go to the Dashboards page.

2. (Optional)

   On the Dashboards page, follow the instructions shown in the following figure to unpublish a dashboard.

   Note

   If the publishing status of your dashboard is Unpublished, skip this step.

   

3. On the Dashboards page, follow the instructions in the following figure to delete a dashboard.

   

   If you have created BI portal, subscription, monitoring and alerting dashboards or created visualization screens, dashboards, or workbooks, information such as the name, owner, modifier, and modification time of the published resources affected by the dashboards is displayed when you delete the dashboards.

   

4. In the message that appears, click OK.

Rename a dashboard

1. Go to the Dashboards page.

2. (Optional)

   On the Dashboards page, find the dashboard that you want to manage.

3. Double-click the dashboard name to Rename.