Toolbar functions-Quick BI(Quick BI)-阿里云帮助中心

The toolbars on the dataset edit page provide a wide range of functions for data management and preparation. You can save your dataset, configure advanced settings, switch data sources, and restore previous versions. You can also perform data preparation tasks, such as creating calculated fields, grouped dimensions, hierarchies, and placeholders. Other data processing tools allow you to calculate time differences, replace missing values, add aliases for dimension values, and split or merge fields. Additionally, the toolbars provide options for formatting fields, applying filters, sorting data, managing placeholders, and optimizing SQL code. This topic describes these toolbar functions.

Prerequisites

You have created a dataset. For more information, see Create a dataset.

Top toolbar

Log on to the Quick BI console.
On the Quick BI homepage, follow the steps in the figure to navigate to the dataset edit page.
The top toolbar on the dataset edit page provides the following buttons.

Button	Description
① Lock mechanism	Provides a lock mechanism to protect data during multi-user collaboration. You can edit the dataset only when the (unlocked) icon is displayed. If the (locked) icon is displayed, you must click it to unlock the dataset before you can edit it. Note This button is displayed only when the workspace is a group workspace.
② Save	Saves the current dataset. Note Dataset names are limited to 100 characters. Longer names are truncated.
③ Advanced settings	Configure the following advanced settings: For more information, see Create a dataset.
④ Create dashboard	Creates a dashboard using the current data source.
⑤ Start analysis	Lets you use the current data source to create a dashboard, create a spreadsheet, create a data screen, perform an ad hoc analysis, create a self-service data retrieval task, or intelligently create a dashboard.
⑥ More	Provides options to Switch data source, Save as, restore a historical version, and switch between light and dark themes. Switch data source Changes the data source for the dataset. Important Switching the data source discards all unsaved changes, so save the dataset first. After switching, verify your calculated fields, as SQL syntax can differ between data sources. Save as Saves the dataset with a new name or to a new location. Restore historical version The Restore historical version dialog box lists saved versions that meet the retention policy, sorted from newest to oldest. You can click a version to view its details, find the desired version, and restore it. Note A maximum of 15 versions from the last 3 months are retained. Restoring an older version can cause errors in dependent charts if fields were deleted or modified. Proceed with caution. Switch between light and dark themes Light mode Dark mode Follow organization settings Applies the theme configured for your organization.

Model configuration toolbar

On the model configuration page, you can add a HINT statement. For more information, see HINT statements.

Data preparation toolbar

The data preparation toolbar provides the following buttons:

Button	Description
① Source table	Displays the number of source tables. You can click to expand the list and view the source table names. Click Model Details to navigate to the model configuration page.
② New calculated field	Create a calculated field to derive new data for analysis from existing fields. For more information, see Create a calculated field.
③ New grouped dimension	Groups dimension values into categories. For example, you can group an 'Age' field into 'Minor', 'Youth', 'Middle-aged', and 'Elderly' to analyze the vaccination status for each age group. For more information, see Grouped dimensions.
④ New hierarchy	Enables drill-down analysis in charts. Charts can automatically drill down based on the defined hierarchy. For more information, see Drill-down.
⑤ New placeholder	Use placeholders to dynamically adjust the results of calculated fields, switch between different measures or dimensions, or dynamically configure reference lines. For more information, see Placeholders.
⑥ Get time difference	Calculates the time difference between two date fields, returning the number of complete time units as a numeric value. Note Calculated fields are not supported. You can specify a Field Name and configure the Time Difference Settings. You can use the current time or a date field from the dataset as the start or end point. The supported calculation units include Year, Quarter, Month, Week, Day, Hour, Minute, and Second. For example, you can calculate the number of days between a date and the current time by setting the calculation unit to 'Day'. For more information, see Get Time Difference.
⑦ Replace missing values	Replaces null values and empty strings with a specified value. Note Calculated fields are not supported. For more information, see Replace Missing Values.
⑧ Add dimension value alias	Creates aliases for the enumerated values of a text field. Note Only text fields support this feature. This operation is limited to fields with 50 or fewer unique values. Calculated fields are not supported. For more information, see Add Dimension Value Alias.
⑨ Split field	Splits a single text field into multiple fields based on a specified delimiter. You can split a field by a specified delimiter and choose which resulting columns to generate, such as the Nth column or the first N columns. Note Only text fields can be selected. Calculated fields are not supported. For more information, see Split Field.
⑩ Merge fields	Merges multiple text fields into a single new field with a specified separator. Note Only text fields can be selected. You can merge up to 10 fields. Calculated fields are not supported. For more information, see Merge Fields.
⑪ Display format	When you select a measure field, you can set its display format to options such as Auto, None (displays the original numeric value), Integer, 1 Decimal Place, 2 Decimal Places, Percentage, Percentage (1 decimal place), Percentage (2 decimal places), or Custom. Note For information about how to configure custom data formats, see Custom data display formats. Visualizations (such as dashboards and spreadsheets) inherit the display format set at the dataset level. If you manually change the format in a specific visualization, that change overrides the inherited setting, and future format changes in the dataset will not apply to that visualization. At the dataset level, you cannot configure the Auto-fit format type. When the format type is Numeric, the data magnitude cannot be set to Auto. When you select a date field, you can set its display format. You can also configure a default date display format for each date granularity. For more information, see Field configurations.
⑫ Display of null values	For a selected field, you can configure how null values are displayed. For dimension fields, you can set the display text for null values or empty strings. For measure fields, you can configure the numeric display format. For more information, see Field configurations.
⑬ Sort	Sets the sort order for a field. Options include Ascending, Descending, and Custom. By default, no sorting is applied.
⑭ Filter	Sets filter conditions on the dataset to include only the required data.
⑮ Field search	Lets you quickly find a field by keyword.

If your dataset contains placeholders, you can click the icon next to Placeholders in the Fields pane of the dataset editor to manage them. For more information, see Placeholders.

Custom SQL editor toolbar

The custom SQL editor provides the following buttons:

Button	Description
① FAQ	Links to frequently asked questions (FAQ) about datasets. For more information, see Dataset FAQ.
② Set HINT statement	Lets you add a custom HINT statement to your query. For more information, see Create a dataset. Note HINT statements are not supported for cross-source data models.
③ Format	Formats the custom SQL to improve its readability and conform to standard conventions.
④ Placeholder management	Opens the Placeholder management panel, where you can define and manage variables, set variable types, specify default values, and delete placeholders. For more information, see Placeholders.
⑤ Run	Executes the current custom SQL query.
⑥ Confirm edit	Saves the changes to the custom SQL query.
⑦ Exit	Exits the custom SQL editor and returns to the model configuration page.