My data

Corporate data square

The Corporate Data Square centralizes your organization's internal data assets, such as datasets, dashboards, combined data tables, and files. You can request permission for these assets and switch between spaces to view space-specific data.

You can add assets to My Data on demand. For detailed instructions, see Data Marketplace.

Local upload

This feature allows you to upload local files as data assets to Quick BI AIPro. It is ideal for quickly analyzing a local file, such as an Excel file exported from a third-party platform.

Follow these steps:

1. In the Local File dialog box, click the upload area or drag and drop files into it.

   

   Note

   • Supported file formats include Excel, CSV, PDF, Word, Markdown, TXT, and various image formats.

   • The maximum size for a single file is 50 MB.

2. You can upload multiple files at once.

   Note

   You can upload a maximum of 10 local files at a time.

   

   This area shows the queue of files selected for upload. To remove an unwanted file, click the icon to its right.

3. Select the destination folder under Add to. The default is the root directory, but you can choose an existing folder to organize your files.

4. Click Confirm to finish the upload. The system automatically learns from the uploaded files. Once learning is complete, you can use the data asset for analysis.

   

   If the learning process fails or your data is updated, you can initiate a re-learn.

   

API data source

An API data source connects you to external data assets through an API. This is useful for scenarios that require connecting to third-party systems, such as pulling the latest customer follow-up records from a CRM system.

You can enter the API address or documentation in the dialog box. Before connecting, check the API port and add the necessary IP addresses to the IP whitelist.

Follow these steps:

1. In the Connect API Data dialog box, enter the API address or documentation you want to connect to, and then click the send icon. The intelligent assistant Xiao Q automatically parses the connection parameters from the API and attempts to connect.

   Note

   Before you connect, check the API port and add the required IP addresses to the IP whitelist.

   • Only the following ports are supported: 443, 80, 3306, 465, 587, 5432, and 7001.

   • You must add the following Quick BI IP address ranges for different network environments to the API's IP whitelist: 47.101.108.0/24, 101.132.48.0/24, 47.101.107.0/24, 139.224.92.0/24, 139.224.4.0/24, 106.15.146.0/24, 106.15.145.0/24, 106.15.143.0/24, 106.15.14.0/24, 106.15.13.0/24, 11.193.48.0/24, 11.197.244.0/24, 10.152.69.0/24, 10.152.163.0/24, and 100.104.0.0/16.

   Both Voice Input and Real-time Chat are supported.

   • Click the icon to use Voice Input.

   • Click the icon to start a Real-time Chat.

2. After the process is complete, Xiao Q provides a connection plan and a field list from the API. You can review this information in the dialog box. If everything is correct, set a Name and Save Path for the API data source. If the plan requires changes, you can adjust the configuration by continuing the conversation with Xiao Q.

3. Click Confirm and Save to execute the connection. The system then learns from the API data source. We recommend waiting for the learning process to complete before analyzing this data asset.