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Quick BI:Overview of the Visualization Screen UI

Last Updated:Apr 29, 2024

After you go to the big screen, you can use the big screen configuration and component configuration tools provided by the Quick BI to manage the big screen and components. This topic describes the layout and function configuration of the big screen, which helps you quickly understand and use the big screen components for data analysis.

Interface Area Introduction

image.png

  • Toolbar

    In the toolbar, you can customize the dashboard name, scale adjustment, collection, undo, redo, lock, replace dataset, global parameters, global configuration, and sharing.

  • Component Library

    Provides eight types of charts, as well as rich text, shapes, media, interactive controls, and materials to meet diverse large screen construction requirements.

  • Page configuration area

    Supports adding pages, setting page carousel, and deleting pages.

  • Layer configuration section

    Supports multiple layers; you can configure layer groups, layer carousels, lock and hide layers, and more.

  • Canvas configuration section

    You can adjust the layout of the canvas and cut, copy, lock, hide, and combine components.

  • Component configuration section

    You can add data to a configuration and configure the widget style.

  • Data processing area

    You can select datasets, add data, modify data format, and process data.

Toolbar

In the toolbar, you can perform the following operations:

  1. Returns.

  2. Edit the title.

  3. Expand pages and layers.

  4. Adds images or designs to favorites.

  5. Adjust the scale of the canvas.

  6. Undo /Redo.

  7. Grab the lock.

  8. Replace the dataset.

  9. Global parameters.

  10. Global configuration items.

  11. Link sharing

  12. More post-edit operations.

image.png

Edit Title

Untitled.gif

Expand Pages and Layers

Untitled.gif

Adjust canvas scale

Untitled.gif

Global configuration items

  • Adjust large screen size

    Untitled.gif

  • Set zoom mode

    Untitled.gif

  • Set Global Style

    Untitled.gif

  • Set global filter

    Untitled.gif

  • Set up page carousel image.png

Replace a dataset

In the top navigation bar, clickimage. All datasets in the current dashboard are displayed. The global dataset replacement operation is supported.

image.png

If you want to replace a dataset in the Used Datasets section, you can select an existing dataset in the Replace Dataset section on the right. After you select this option, you must select Match Fields in the two datasets (③).

Note

If you select Field Match, make sure that the field type is the same.

image

Preview big screen

The function entry is as follows: image.png

  • Preview page

    Preview only the current page. In this mode, the navigation bar is retained. image.png

  • Preview the big screen

    Preview the entire large screen, the same as the screen effect. If multiple pages are configured, you can view the multi-page effect here. Untitled.gif

Share and make public

Note

You can share or make public only when the dashboard is in the Publish state.

image

  • Private link sharing: The generated link can be accessed by authorized users.

  • Public link sharing: The generated link can be accessed by all users within the validity period without the need to log on to the Alibaba Cloud account.

Save As

You can modify the name and storage location of the dashboard. image.png

Attribute

You can modify the title name, change the owner, or add a comment. image.png

Grant permissions on a workbook

You can customize the editing permissions. For more information, see Global configuration of collaborative authorization.

image.png

Unpublish

Note

You can unpublish a large screen only when it is in the Publish state.

image.png

Delete

Note

You can delete a large screen only when it is unpublished or saved.

image.png

Shortcut

The shortcut keys vary based on the operating systems.

Description

Shortcut key (Windows)

Shortcut key (macOS)

Multiple choice.

Ctrl + Left Mouse Button

Command(⌘)+ Left mouse button

Undo

Ctrl+Z

Command(⌘)+Z

Redo

Ctrl+Shift+Z

Command(⌘)+Shift(⇧)+Z

Combination

Ctrl+G

Command(⌘)+G

Ungroup

Ctrl+Shift+G

Command(⌘)+Shift(⇧)+G

Move up one layer

Ctrl+]

Command(⌘)+]

Move down one layer

Ctrl+[

Command(⌘)+[

Move to the front

Ctrl+Shift+]

Option(⌥ )+Command(⌘)+]

Move to the back

Ctrl+Shift+[

Option(⌥ )+Command(⌘)+[

Cut

Ctrl+X

Command(⌘)+X

Copy a data cache

Ctrl+C

Command(⌘)+C

Paste

Ctrl+V

Command(⌘)+V

Lock an account

Ctrl+L

Command(⌘)+L

Hide

Ctrl+H

Command(⌘)+H

Delete

Backspace(←)

Delete(⌫)

Help and feedback

When you get started, you can view the Getting Started tutorial in the Help and Feedback section.

image

Component library

Data visualization provides eight types of charts, as well as rich text, shapes, media, interactive controls, and materials to meet the needs of diverse visualization.

Functional entry: Untitled.gif

Chart name

Page configuration area

Note

You can add up to 10 pages.

You can add a page (①), set the page carousel (②), and select Hide (④)/Delete (⑤) in More (③). image.png

Layer configuration area

Supports multiple layers; you can configure layer groups, layer carousels, lock and hide layers, and more.

① Search for layers

② Fold all layers

③ Hide all layers

④ carousel layer diagram

⑤ Unlock /lock layer diagram

⑥ Show /hide layer group

⑦ Operate layer groups (ungroup, copy, paste, etc.)

image

Canvas configuration area

In the head navigation bar, drag a widget to the canvas. Untitled.gif

Flexible canvas layout adjustment: The data dashboard uses a more flexible way to adjust the canvas. You can drag and drop components on the canvas, move them pixel-by-pixel, cut, copy, lock, hide, and combine components, and control the layout of the canvas. Untitled.gif

Component configuration area

Add Field

The flip card is used as an example.

  1. In the Chart section of the Widget Library section, find the Flip Card and drag it to the canvas. image.png

  2. Click Select Dataset and follow the instructions in the following figure to add data. image.png

Configure Style

  • Fine-grained style configuration: You can configure the style of a chart element. You can configure the color, font, position, arrangement, width, height, and transparency of the chart element. image.png

  • Rich animation effects: supports streamer, page turning, scroll, and other animation effects. 动画效果

For more information, see Configure chart styles.

Data processing area

You can select datasets, add data, modify data format, and process data.

① Format fields in batches

② Set field filtering

③ Set automatic data filtering

④ Switch datasets

⑤ Preview data and edit datasets

⑥ Process data (create calculated fields and grouping dimensions)

⑦ Copy fields

imageFor more information, see Configure chart data.