Smart Q Skill

1. Core skills

The Quick BI smart analysis skill includes Smart Q Data Query, Smart Q Dashboard Query, Smart Q Data Interpretation, and Smart Q Report Generation, with automatic intent recognition.

Tool	Description
Smart Q Data Query	Query data in natural language. The system interprets your intent, selects appropriate tables, and supports local Excel/CSV files and Quick BI datasets — no SQL or modeling required.
Smart Q Dashboard Query	Analyze dashboard logic and metrics in natural language. The system breaks down complex questions into steps, provides root-cause insights, and makes static dashboards interactive.
Smart Q Data Interpretation	Performs automated insight analysis on uploaded data files. Discovers key changes, anomalies, and trends, and generates conclusions with actionable suggestions.
Smart Q Report Generation	Generate analysis reports from multiple data sources with a single click. Import Excel, PDF, or Word files. The AI integrates data, performs cross-analysis, and outputs a structured report with charts, ready for presentation.

2. Skill package download link

Download the skill package: https://quickbi-skills.oss-cn-beijing.aliyuncs.com/quickbi-smartq-chat.zip

Usage instructions: 5. Smart Q skill usage.

3. Installation

Quick start

Choose an installation method based on your scenario. The following example uses QoderWork:

Scenario 1: One-click installation from the official Skill Center

In the QoderWork or Wukong workspace, open the Skill Center, select "Smart Q-Data Analysis", and install it with one click.

QoderWork
Wukong

Scenario 2: Install via chat

Install the skill with a conversational command:

Send this document's link to your agent tool and enter "Help me install the Smart Q skill mentioned in the article". The tool installs it automatically.

Scenario 3: Manually upload to the Skill Center

To manually upload and install the skill in the Skill Center:

Upload the downloaded quickbi-smartq-chat.zip file to the Skill Center.
- Open the Skill Center in the AI-native workbench.
- Click Upload skill or Install local skill.
- Select the quickbi-smartq-chat.zip file to upload.
Verify the installation.
- Confirm that the skill appears in the skill list.
- Check that the skill status is "Enabled" or "Available".

Installation methods vary by platform. Agent platform installation.

Agent platform installation

Installation on Wukong

Step 1: Click Skill Center > Upload skill.

Step 2: Select the downloaded skill package, upload it, and the skill is ready to use.

Installation on QoderWork

Step 1: Click Skills > Install skill.

Step 2: Select the downloaded skill package, upload it, and the skill is ready to use.

Installation on ClaudeCode

Official documentation: https://code.claude.com/docs/en-US/skills

Unzip the downloaded skill package and move the contents to the ClaudeCode skills directory:

Global (all projects): Move the skill to the ~/.claude/skills/ directory.
Project-level (current project only): Move the skill to the project-root/.claude/skills/ directory.

Restart ClaudeCode to apply the changes.

Installation on OpenClaw

Unzip the downloaded skill package and copy the skill directory path. In OpenClaw, paste the path into the chat and say "Help me install the skill in this directory." The skill is ready after confirmation.

4. Prerequisites

To analyze uploaded Excel or CSV files, use the skill immediately after download. Unlimited analysis is available for 30 days. Proceed to Smart Q skill usage.

Note
The maximum file size for uploads is 5 MB.
To query datasets in Quick BI (Smart Q Data Query) or dashboards (Smart Q Dashboard Query), configure the following settings. After configuration, you can query any dataset you have permissions for.
- Copy Skill Configuration
  
  Log in to the Quick BI console, click your avatar, and select Copy skill configuration. Send the copied text to a platform such as Wukong or QoderWork to complete configuration.
  
  You can also select Copy skill configuration on the data portal preview page.
  
  Note:
  1. The Smart Q Data Query skill only queries datasets your account has permissions for.
  2. The Smart Q Dashboard Query skill requires the "dataset query configuration" permission for Smart Q Data Query. The system automatically enables query permissions for related datasets.
    
    To obtain these permissions, see role management.

5. Smart Q skill usage

Smart Q Data Query

This skill calls the Quick BI Smart Q Data Query API to query datasets based on natural language. It performs inference analysis, generates SQL, retrieves data through OLAP, and visualizes results.

Key features:

Query Quick BI datasets in natural language without writing SQL.
Automatically selects the most appropriate dataset from those you have access to.
Outputs the reasoning process, SQL queries, charts, and analytical conclusions in real time.

Procedure:

To analyze uploaded Excel or CSV files, use the skill immediately after downloading. Unlimited analysis is available for 30 days.
To query datasets already in Quick BI, complete the configuration in 4. Prerequisites. You can then query any dataset you have permissions for.

Example:

Scenario demo video:

Smart Q Report Generation

This skill calls the Quick BI Smart Q Report Generation API to generate data analysis reports based on user questions and optional file attachments.

Key features:

Generates reports such as product sales analysis or user growth trends from natural language descriptions.
Supports Excel, CSV, and Word file uploads for in-depth analysis.
Covers competitor analysis, market research, operational reviews, and financial overviews.
Generates comprehensive analysis reports by combining web search results with your own data.
Provides an online link to view the generated report.

Procedure:

Upload Excel, CSV, Word, or PDF data files directly. After downloading the skill, unlimited analysis is available for 30 days.

Example:

Scenario demo video:

Smart Q Data Interpretation

This skill calls the Quick BI Smart Q Data Interpretation API to analyze uploaded Excel files (.xls/.xlsx) based on natural language questions. It parses data, performs inference analysis, and outputs interpretation results.

Key features:

Query Excel data in natural language without manual analysis.
Parses multiple sheets, identifies headers, and converts data into a structured format.
Outputs the reasoning process and interpretation conclusions in real time.

Procedure:

Upload Excel data files directly. After downloading the skill, unlimited analysis is available for 30 days.

Example:

Scenario demonstration video:

Smart Q Dashboard Query

Important

Prerequisite: You must have purchased the Quick BI data query module and your account must have permission to manage and authorize datasets for querying.

This skill uses browser automation to inspect a Quick BI dashboard's structure and generate a dedicated data query skill. The generated skill enables AI to call Smart Q Data Query with business context awareness, query dashboard-related data, and provide intelligent summaries.

Key features:

Enter a Quick BI dashboard URL to extract chart components, field configurations, query controls, and layout relationships, then generate a dedicated query skill.
Infers the dashboard's analytical framework (DuPont analysis, RFM, L1-L4 pyramid models) and embeds it into the generated skill for context-aware queries.
Builds an intent routing matrix that maps natural language questions to target charts and dataset IDs. Complex questions are broken down into sub-queries executed in logical sequence.
Returns data tables and smart summaries with links to original sources.

Procedure:

Ensure the Smart Q Dashboard Query skill is installed.
Select the target dashboard and enter "Help me generate a skill for this dashboard [Dashboard URL]" in the chat.

Note
On first use, you are prompted for configuration. 4. Prerequisites.

After the dashboard-specific skill is generated, you can use it to ask questions.

Example:

Scenario demo video: