Pre-configured data assets
The pre-configured data assets feature allows an administrator to bundle frequently used data resources within a department or business module into a standardized data asset package and deliver it to target business users. When creating a new analysis task, these users can directly use curated, pre-filtered, and validated data assets without needing to manually search for or configure them. This article describes how to pre-configure and manage data asset packages.
Prerequisites
Subscription: You must have a Quick BI AIPro subscription.
Permissions: Only an administrator (a user with centralized management permissions for Quick BI AIPro) can access the Management Center to create and manage data asset packages. For details on permission configuration, see User Permissions.
Access
In Quick BI AIPro, navigate to the Management Center and click Pre-configured Data Assets in the left-side navigation pane.
Create an asset package
On the Pre-configured Data Assets page, click Create Asset Package in the upper-right corner.
In the Create Asset Package dialog box, configure the following for the asset package:
On the Basic information step, configure the Name and Target Users for the asset package, and then click Next.
Parameter
Description
Asset package name
Enter a custom name for the asset package. We recommend using a name that reflects its business purpose, such as
Sales Department Monthly Business Analysis Package.NoteThe asset package name must be unique. You cannot proceed if the name is already in use.
Target users
Select the users who will receive this asset package from the Select Target Users list.
On the Select assets step, select the data resources to include in the package, such as datasets, dashboards, or data table combinations. This step displays only the assets that the target users have permission to access. To modify the basic information, click Previous.
Area
Actions
① Asset type tabs
You can add data assets like datasets, dashboards, data table combinations, files, and APIs to the asset package. Switch between the tabs to select assets of a specific type.
② Workspace list
When the asset type is Dataset or Dashboard, workspaces containing these assets appear on the left. You can switch between workspaces to find the required data resources. If there are many workspaces, you can also use the search box to quickly locate one.
③ Asset list
This area lists the data assets that the selected Target Users can access. You can perform the following actions:
Select assets: Select the data assets you want to deliver. Selected assets are automatically added to the selected assets list (④).
Quick search: Enter a keyword in the name to quickly find a target asset.
Preview data: Click the
icon next to a data asset to view and confirm its contents in the current dialog box.
④ Selected assets list
This list shows all selected data assets. If you no longer need an asset or selected one by mistake, click the
icon next to it to remove it.
Click Create. The system creates the asset package and automatically delivers it to the specified target users. After a successful delivery, users can find the package under Resident Data when creating a new analysis task. They can also access it by typing @ to open the data asset list.
icon next to it to remove it.
Manage asset packages
The Pre-configured Data Assets page lists all asset packages created in your organization, along with their target users, creator, delivery status, and other information. You can perform the following management actions on this page.
Actions | Description |
① Displayed columns | Customize the columns in the list.
|
② View details | Click the |
③ Edit | Click the |
④ More | Click the
|
icon to open the Edit asset package dialog box. You can modify the package's basic information and its included assets. The steps are the same as described in 
icon to open a drop-down list with the following options:
If a delivery fails, click View Details in the Log Details column to troubleshoot the issue.