Quick Audience allows you to embed reports from Quick BI Data Visualization Analysis Platform Professional Edition to visualize and analyze marketing data.
During report analysis, you can select graphs in a report to create audiences from the corresponding users. The generated audiences are managed in the Quick Audience User Insight module, which supports marketing delivery and push notifications.
-
You must purchase Quick BI Professional Edition and create and publish reports in Quick BI. For purchase and usage instructions, see the Quick BI User Guide.
-
You can embed a report in Quick Audience only when the Quick BI Report Data Source is ADB3.0.
-
Audience selection is supported only when the Quick BI Report Data Source and the Analysis Source used by the Quick Audience workspace are the same AnalyticDB for MySQL 3.0 database.
-
In Quick Audience, "reports" correspond to "dashboards" in Quick BI. A report contains data charts, queries, and other controls displayed in a specified layout.
Permissions
-
Quick Audience administrators, workspace administrators, and members of custom roles that have the User Insight-Analysis dashboard-Custom Menu permission can create menus and embed reports.
-
Organization administrators, workspace administrators, developers, analysts, and members of custom roles that have the User Insight-Analysis dashboard-Business Insight permission can view the report menu. However, only the menu creator, authorized accounts, organization administrators, and workspace administrators can view the reports embedded in a specific menu and manage the menu. To select audiences from a report, the user role also requires the User Insights-Audience Insight-Crowd Management-View permission.
Procedure
-
Quick Audience administrators configure Quick BI authorization. For more information, see Quick BI Authorization Configuration.
-
For more information about the following configurations on the Quick BI side, see Quick BI Embedded Configurations.
-
The Quick BI administrator configures the embedding channel for reports embedded in Quick Audience.
-
A Quick BI workspace member turns on embedding for the report to be embedded.
-
To support audience selection in a report, the Quick BI workspace member must turn on the Generate People switch for the report and set the ID field to export to Quick Audience when generating audiences for each chart.
-
(Optional) A Quick BI workspace member configures the report embedding and specifies the workspace and menu to which the report is embedded.
-
-
The Quick Audience administrator grants permissions to each workspace on the embedded report. For more information, see Report Authorization.
-
In the Quick Audience workspace, customize the report display menu, embed the report in the menu, and grant the specified account the permission to view the report. For more information, see Menu Configuration and Report Embedding.
-
An authorized account can view reports in the workspace and select audiences from reports. For more information, see View Reports.