Dashboard creation FAQs

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This topic answers frequently asked questions (FAQs) about creating dashboards in Quick BI.

Change the display format for a measure

You can set the display format for a measure to a number or a percentage on the dashboard or dataset editing page.
  • On the dashboard editing page, click the Style tab on the right to set the measure's display format.
    For example, you can set the display format for the data on the Left vertical axis of a line chart.
    Alternatively, in the Chart Design panel, go to the Data tab, click the 1 icon next to Value Axis/Measure, and modify the numeric display format.
  • On the dataset editing page, find the target field in the Measures section and click the 1 icon to its right.
    • Select Edit to set the display format of the measure field.1
    • Select Number Formatting to set the display format of the measure field.2

Show or hide a legend

On the dashboard editing page, click the Style tab on the right. In the Chart Style section, configure the Show Legend option. 2
  • Click the 1 icon to hide the legend.
  • Click any icon in 3 to show the legend.

Display chart labels

On the dashboard editing page, click the Style tab on the right. In the Series Settings section, select Show Chart Labels and set the label color. 1

Change the alias of a measure field

On the dashboard editing page, go to the Data tab of the Chart Design panel. Click the 1 icon next to Value Axis/Measure and change the field's alias. 2

Change the color of a measure field

On the dashboard editing page, click the Style tab on the right. In the Series Settings section, change the field's color. 1

Set primary and secondary axes

On the dashboard editing page, click the Style tab on the right. In the Series Settings section, choose the target field from the Select Series drop-down list and configure its Axis. 1

Browser requirements

Quick BI supports both viewing and development modes, which have slightly different browser compatibility.
  • Viewing mode is compatible with the following browsers:
    • Chrome 57 or later
    • 360 Extreme Browser 9.5 or later
    • QQ Browser 10.0 or later
    • Internet Explorer 11 (does not support the Data Entry and Self-Service Data Retrieval features).
  • Development mode is compatible with the following browsers:
    • Chrome 57 or later
    • 360 Extreme Browser 9.5 or later
    • QQ Browser 10.0 or later

Change chart type to a bubble map

To change the chart type to a map, you must have a field with a geographic dimension.
  1. On the dataset editing page, change a dimension field to a geographic information type.1
  2. On the dashboard editing page, click Change Chart Type in the upper-right corner, then find and click bubble map.

Change chart type to a funnel chart

A funnel chart requires one dimension and one measure.
  • On the Data tab of the dataset editing page, ensure your data contains only one dimension and one measure.
  • Click Change Chart Type in the upper-right corner, then find and click funnel chart.

Maximum data display

10,000 rows.

Use drill down

For more information about drill down, see Step 3: Configure and display drill-down settings.

Publish or share a dashboard

On the dashboard management page, right-click a dashboard and select Share or Publish. For more information, see Manage dashboards. 1

Troubleshoot sharing and publishing

You do not have the permissions required to share or publish dashboards. For more information, see Select a workspace mode. 1

Create interactions between charts

Yes. For more information, see Drill down.

Cross-source joins for MaxCompute tables

Quick BI Professional Edition supports cross-source joins for MaxCompute, MySQL, Oracle, AnalyticDB for MySQL 3.0, and SQL Server data sources. This feature is not available in other editions.

Show the last 30 days of data

Add the day date field to a filter and set the relative time to T- 30. 1
  • Exact Time: Sets a specific date and time, for example, December 12, 2020.
  • Relative Time: Sets a dynamic time range relative to the current time. For example, if the current date is June 4, 2020, setting the relative time to T-30 displays data for the 30-day period from May 5, 2020, to June 4, 2020.

Display only the top 10 rows

Set the number of preview rows to 10 and sort the data by a measure or dimension.

Automatic data refresh

Yes. On the dashboard editing page, go to the Advanced tab, select Auto-refresh, and set a refresh interval. 1

Export dashboards to PDF or image

Yes. For more information, see Manage charts.

Interactions between charts from different datasets

Yes. For more information, see Drill down.

Support for interaction and drillthrough

Support for these features varies by chart type. For more information, see the following table.
Chart type Interaction Drillthrough
line chart Supported Supported
area chart Supported Supported
stacked area chart Supported Supported
100% stacked area chart Supported Supported
column chart Supported Supported
stacked column chart Supported Supported
100% stacked column chart Supported Supported
radial column chart Supported Supported
bar chart Supported Supported
stacked bar chart Supported Supported
100% stacked bar chart Supported Supported
waterfall chart Supported Supported
combo chart Supported Supported
pie chart Supported Supported
crosstab Supported Supported
choropleth map Supported Supported
bubble map Supported Supported
LBS bubble map Supported Supported
indicator card Supported Supported
scatter plot Supported Supported
bubble chart Supported Supported
faceted scatter plot Supported Supported
funnel chart Supported Supported
comparison funnel chart Supported Supported
radar chart Supported Not supported
rose chart Supported Supported
treemap Supported Supported
word cloud Supported Not supported
leaderboard Supported Supported

Drillthrough support in Personal Edition

The Personal Edition supports drillthrough to external links but not drillthrough with global parameters.

Copy a chart on a dashboard

Yes. For more information, see Manage charts.

Scheduled tasks support

The Advanced and Professional editions support the subscription feature, which allows you to schedule tasks. For more information, see Create a subscription task.

Change the color of an axis title

No, this is not supported.

Add a pivot table

Yes, you can add a pivot table in a group space in the Professional Edition.

Auto-refresh in dashboards

This feature periodically refreshes charts by reading the latest data from the database.

Set a password for a published dashboard

No, this is not supported.

Download a dashboard as a PDF

For more information, see Manage charts.

Set an OR relationship between filters

No. As a workaround, you can create a calculated field in the dataset that combines the two fields with an OR condition. Then, use this new calculated field in a filter.

Carousel setting for full-screen dashboards

When a dashboard contains multiple chart components, the carousel setting rotates through them at a specified interval.

Move items from personal to group space

No, this is not supported.

Add trajectory charts

No, this is not supported.

ECharts plug-in support

No, this is not supported.

Spreadsheets as a data source

No. You can only use datasets as data sources.

UI lag with large dashboards

This lag is likely caused by your local machine's performance. Try opening the dashboard on a different computer to see if the performance improves.

Line breaks in chart remarks

No, this is not supported.

Chart adaptation to different displays

Quick BI charts adapt to different screen sizes but not to different resolutions. For best results, view charts on displays with the same resolution.

Upload local images with the image control

No, you cannot select or upload images directly from your local device. To use a local image, generate a URL for it with an image conversion tool and then add the URL to the image control.

Copy data from the report interface

You cannot copy data directly from the chart display. You can click the 1 icon, select View Data, then copy the data.

Data discrepancy between dataset and chart

The dataset preview displays the first 100 rows of raw data, whereas the line chart displays aggregated data.

Factors affecting dashboard performance

Chart loading speed depends on the amount of data in the chart.

Loading multiple charts with large volumes of data may cause lag. Lag may also be related to the performance of your local machine.

Maximum number of charts per dashboard

The total number of components on a dashboard, including charts, tabs, rich text boxes, and query controls, cannot exceed 200.

YoY or MoM comparisons with long-term baselines

Quick BI does not support direct comparisons with data from three or more years ago. As a workaround, perform this calculation in a spreadsheet.

Configure "Last 7/30 Days" view without SQL

Yes. You can add a query control and set a quick date range. For more information, see Create a query control.

Prevent date fields from splitting

Scenario: A field stores a timestamp in yyyy-mm-dd hh:mm:ss format.

You can convert this field to the text format and then click Save. For more information, see Edit dimensions.

Add multiple tabs

You can add a new tab by clicking the 添加 icon on the canvas. For more information, see Tab.

Interaction between indicator cards and tabs

No, this is not supported.

Use a measure as the maximum value for a progress bar

Yes.

Use a drop-down list for partitioned tables

Yes, you can use a drop-down list for query conditions on any text field.

Date format discrepancy between database and dashboard

Quick BI converts date formats in a dataset to a standard date type. Dashboards then display dates in yyyymmdd format. Other display formats are not supported. For more information, see Edit date dimensions.

Display page totals for a paginated crosstab

You can only display the grand total for all columns. Quick BI does not support page-specific totals. For more information, see Legacy crosstab.

Calculated field not appearing in preview

The dataset preview shows raw data. Aggregated fields do not appear in the preview pane on the right, but the field is available in the list on the left and can be used on the dashboard editing page to display data correctly.

Pass time values with global parameters

No. You can work around this by converting the field to text format before passing it.

Bulk-hide fields in a dataset

No, this is not supported.

Query by entering a value

Scenario: A drop-down list contains tens of thousands of items, which makes it difficult to use. What should I do?

Use conditional filtering instead of filtering by enumeration.

Set decimal places for the "Auto-adapt" format

By default, up to four decimal places are automatically displayed, and trailing zeros are hidden. To set a specific number of decimal places, first click Custom, configure the Decimal Places, then switch back to Auto-adapt. This method applies your decimal place setting. 23

Sort fields returned by a query

Click the sort button next to a field to set its sort order. To sort a text field, add a filter, select Sort by fixed value, then select the data in your desired order. 14

Switch dimensions to view a measure

No. After you create a report, you cannot change its dimensions in viewing mode.

YoY and MoM calculation logic

month-on-month (MoM) = (Current period - Previous period) / Previous period × 100%, year-on-year (YoY) = (Current period - Same period last year) / |Same period last year| × 100%. This logic cannot be modified.

Remember crosstab column sort order

Yes. On the dashboard editing page, find the target field and select a sort order. After you save the dashboard, the chart retains the specified sort order in viewing mode.

Apply different conditions to different charts

Scenario: A filter has conditions for Host and Project. Can I have a map that is filtered by both Host and Project, but a line chart that is filtered only by Host?

Yes. In the query control settings, do not associate the Project field with the line chart.

Hide the horizontal axis field name

Yes. In the Style tab, find the horizontal axis settings and deselect Show Title and Unit. 4

Custom sorting support

For numeric fields, you can click the sort button on the field to set the order. For text fields, you need to add a query condition or filter, select the "Sort by fixed value" option, then select the field values in the desired order.

Integrate third-party video surveillance

You can embed external links, such as a video surveillance feed, on a data portal.

Change character limit for leaderboard dimension names

No, this is not supported.