Pre-configure data assets

Prerequisites

• Edition purchase: Your organization has purchased the Quick BI AIPro edition.

• Permission requirements: Only administrators (users with **centralized management** permission for AIPro) can access the Management Center to add and manage asset packages. For more information about how to configure permissions, see User permissions.

Feature entry point

Go to the Management Center of Quick BI AIPro. In the navigation pane on the left, click Pre-configure data assets.

Create a new asset package

1. On the Pre-configure data assets page, click the Create asset package button in the upper-right corner.

2. In the Create asset package dialog box, configure the information for the asset package.

   • In the Basic Information step, configure the Name and Target users for the asset package. Then, click Next.

     Configuration item	Description
     Asset package name	Enter a custom name for the asset package. Name it based on its business purpose, such as "Monthly Business Analysis Package for Sales Department". Note Make sure the asset package name is unique. Otherwise, you cannot proceed to the next step.
     Target users	Set the target users for the asset package. Click the Select target users drop-down list and check the specific recipients in the user list.

   • In the Select assets step, select the data resources to package and deliver, such as datasets, dashboards, or table groups. This step displays the data assets that the target users have permission to access. To modify the basic information of the asset package, click Previous to return to the previous step.

     Area	Available operations
     Asset Type tag	You can add data assets such as datasets, dashboards, table groups, files, and API data to the asset package. Switch between different tabs to select assets of the corresponding category.
     ② Workspace list	When the asset type is Dataset or Dashboard, the workspaces where the resources are located are displayed on the left side of the interface. You can switch between different workspaces to find the required data resources. If there are many workspaces, you can also search by keyword to quickly locate one.
     ③ Asset list	The asset list area displays the data assets that the current target users have permission to use. The following operations are supported. Check assets: Select the specific data assets to deliver. After an asset is selected, it is automatically added to the selected assets queue (④). Quick search: Enter a name keyword to quickly locate the target asset. Preview data: Click the icon to the right of a data asset to view and confirm its content in the current dialog box.
     ④ Selected assets list	The selected assets list provides a real-time summary of all the data assets you have checked. If you no longer need an asset or selected one by mistake, click the icon to its right to remove it.

3. Click Create. The system creates the asset package and automatically delivers it to the specified target users. After the package is delivered, business users can find it under Persistent data in the dialog box when creating a new analysis task, or in the data asset list that appears after they enter the at sign (@).

Manage asset packages

The Pre-configure data assets page displays the asset packages created in the current organization, along with their target users, configurators, delivery status, and other information. You can perform the following management operations on this page.