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Manage Visualization Screens

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You can view, move, share, copy, transfer, favorite, and delete Visualization Screens, and configure security policies.

Prerequisites

You have created and saved a Visualization Screen. For more information, see Create a Data Visualization Screen and Overview of the Data Visualization Screen UI.

Access the Visualization Screen

Log on to the Quick BI console and follow the instructions in the image below to access the dashboard management page.

image

The Visualization Screen management page supports the following operations:

View Visualization Screen

  1. Access the Visualization Screen.

  2. On the Visualization Screen management page, locate the desired Visualization Screen and click the Preview icon to access its preview page.

    Navigate to the Visualization Screen preview page.

    image

Query Visualization Screen

  1. Access the Visualization Screen.

  2. Query the target Visualization Screen.

    • Search Query

      Enter the name of the Visualization Screen in the search box on the management page to quickly locate your target.

      image

    • Filtered Query

      Click the filter button to open the filter area, where you can sort by publish status, creator, and creation date.

      image

      To hide the filter area, click the image icon. You can then view, delete, or clear the filter conditions.

      image

      Select the option to display only the Visualization Screens that you created.

      image

    • Sort

      The Visualization Screen supports sorting by name, creator, modifier, creation time, and modification time. By default, the folder structure is maintained, and folders are excluded from the sort order when selected.

      image

Move Visualization Screen

  1. Access the Visualization Screen.

  2. On the Visualization Screen management page, click the icon icon corresponding to the Visualization Screen you want to move and select Move To.

  3. In the Resource Move To dialog box, choose the destination folder and then click Confirm.

Share Visualization Screen

This feature is available only when the Visualization Screen has a Published Status of Published or Saved But Not Published.

  1. Access the Visualization Screen.

  2. On the Visualization Screen management page, click the icon icon next to the Visualization Screen you want to share and select Share.

  3. Choose either Private Link Share or Public Link Share as your sharing method.

    • Private Link Share: Copy the link and distribute it to authorized users.

      image.png

    • Public Share: After you enable this option, set a public expiration date. Anyone with the link can access the dashboard until this date. You can also set a screen projection password.

      Note

      The screen projection password for the Visualization Screen only limits the loading of frontend components. The data becomes public once you confirm the public share.

      image.png

Copy Visualization Screen

Use the Save As feature to create a copy of the current Visualization Screen.

  1. Access the Visualization Screen.

  2. On the Visualization Screen management page, select the desired Visualization Screen by clicking on it.

  3. On the Visualization Screen editing page, click the More Options icon in the upper right corner and select Save As.image

  4. In the Save As Visualization Screen dialog box, enter the new Visualization Screen name and choose a storage location, then click OK.

Transfer and Rename

  1. Access the Visualization Screen.

  2. On the Visualization Screen management page, locate the desired Visualization Screen, right-click, and select Properties.

    Alternatively, you can click the Properties icon corresponding to the Visualization Screen.

  3. In the Properties panel, set the following parameters:

    Parameter Name

    Description

    Name

    Modify the Visualization Screen name to rename it.

    Note

    The Visualization Screen name cannot be the same within the same folder but can be the same in different folders.

    Owner

    Select a new owner from the drop-down list to transfer the Visualization Screen.

    Description

    Add a description to the Visualization Screen.

  4. Click OK.

Note

The transfer feature is available only in Quick BI Pro and Quick BI Enterprise Standard group workspaces.

Collaborative Authorization

  1. Access the Visualization Screen.

  2. On the Visualization Screen management page, locate the desired Visualization Screen, right-click, and select Collaborative Authorization.

    Alternatively, you can click the Collaborative Editing icon next to the target Visualization Screen.

Note

After you grant collaborative authorization, multiple users can edit the data work concurrently, but only one user can save changes at a time. When multiple users edit the dashboard simultaneously, the following lock mechanism applies:

  • If User A saves and exits the dashboard, User B can then open the dashboard without needing to obtain a lock.

    In this scenario, User B's edits will not overwrite User A's modifications.

  • Should User A become disconnected or fail to edit and save within 3 hours, User B can access the dashboard without a lock.

    Here, User B's edits will overwrite User A's previous changes.

  • If User A is actively editing the dashboard and User B wants to edit as well, User B must acquire a lock on the dashboard.

    • If User A has saved but not exited the dashboard when User B attempts to lock it, the operation will succeed.

      User B's edits will not overwrite User A's data in this case.

    • If User A is editing but hasn't saved when User B tries to lock the dashboard, User B can choose whether to sync with User A's latest changes.

      • Should User B opt to sync, the system will save User A's changes after User B locks the dashboard.

      • If User B decides not to sync, the system will save User B's changes after the lock is obtained.

      Once User B locks the dashboard, User A can continue editing and save it as a new version. User A may also reacquire a lock on the dashboard after coordinating with User B.

image

For more information, see Grant Users the Permissions on Data Works.

Favorite Visualization Screen

  1. Access the Visualization Screen.

  2. On the Visualization Screen management page, locate the desired Visualization Screen and click the preview icon.

  3. On the Visualization Screen preview page, click the favorite icon in the upper right corner to add the dashboard to your favorites.

    image

    Note

    To remove the dashboard from your favorites, click the unfavorite icon again.

Delete Visualization Screen

To delete a Published or Saved But Not Published Visualization Screen, you must unpublish it first.

  1. You can access the Visualization Screen.

  2. (Optional) On the Visualization Screen management page, you can click the More icon corresponding to the Visualization Screen you want to unpublish and select Unpublish.

    image

    Note

    If your Visualization Screen is already in Unpublished status, you can skip this step.

  3. On the Visualization Screen management page, click the More icon corresponding to the Visualization Screen you want to unpublish, and then select Delete.

    image

    If you created a BI portal that uses this dashboard, a prompt displays the name, owner, last modifier, and last modification time of the published resources affected by the deletion.

    image

  4. In the confirmation dialog box that appears, click OK.

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