Sharing dashboards and charts

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Sharing is a simple way of giving your colleagues access to your dashboards and charts, granted they have permission to view the underlying data.

Your dashboard is visible only to you until you share it with your colleagues, and only the person who created the dashboard and its underlying charts can edit them. The following sections cover how you can share and reuse dashboards and charts with your colleagues.

Sharing dashboards

The person who creates or uploads a dashboard is the owner. Only the owner of a dashboard has permission to edit it. However, you can perform several actions to share a dashboard with your colleagues:

  • Set the visibility to Everyone to allow everyone in your organization who has data permissions to see your dashboard. Everyone can see your dashboard, but only you can edit it. The dashboard becomes public. Any user can duplicate a public dashboard of interest by clicking the Duplicate duplicate icon, thereby becoming the owner of the duplicate dashboard. The duplicate dashboard can then be edited or deleted. Its associated custom monitoring sources, if any, are duplicated, too, and become available for you to apply them to charts in the duplicate dashboard.
  • Export a dashboard in JSON format to save it or share it with colleagues. You select Export from the three vertical dots - Overflow menu icon menu. Then, your colleagues can import the resulting .json file from their own Business Performance Center window by using the Import button. The user who imports must have the relevant data permissions to view any data that the dashboard refers to; uploading a dashboard does not grant data permissions.
  • Reuse dashboard templates, either the built-in templates that come with the Business Performance Center platform, or templates that were created by users with the appropriate permissions. For more information, see Working with dashboard templates.

Sharing charts

When browsing dashboards visible to everyone, you might identify charts that interest you. You have a couple of ways to share charts with your colleagues.

  • Copy copy icon and paste paste icon a chart into a dashboard that you own. Pasting a chart makes you the owner of the chart.
    Note:
    • You can copy and paste only charts for which you have data permissions. If you do not have data permissions, you cannot even see the chart in the dashboard.
    • If you copy a chart that uses a custom monitoring source into a different dashboard, the custom monitoring source is not automatically copied into the dashboard. As a result, the new chart might display a set of data that is different from the data that is displayed in the original dashboard.
  • Export export icon the contents of a data table in .tsv format.