Share a book

You can share a book as a link, a PDF, or in an email.

When you share a book with a link, other users can only see the data that they have permission to see, as defined through Planning Analytics security. For example, if a view has a business unit dimension that contains 10 European business units, but a user has rights to see the data from just the UK and Germany business units, only data for the UK and Germany are visible to that user when they open the book from the link.

When you share a book as a PDF or in an email, you share a static image of the book. All data visible in the book is visible to any other person with whom you share the book.

When you set permissions for books and views, you can choose the level of access that users can have from one of the following options: View, Edit, or Full control.

Note: Email sharing and notifications must be enabled by an administrator in IBM® Planning Analytics Workspace Local. For more information, see Enable email notifications in Planning Analytics Workspace Local.

Procedure

  1. Click Share icon to share a book or view.
  2. Click the tab for the type of share you want to use.
    • Click Link to get a link that you can give to another Planning Analytics user and iframe code you can embed in an HTML page.
    • Click Export to export the book to PDF. You can choose the page size and orientation for the PDF.
    • Click Email to share the book as an email attachment.
      1. Type an email address, subject, and a message for the email recipient.
      2. Select the format that you want to use for the attachment: Image (PNG), PDF, or PowerPoint.
      3. If images of the book have not yet been generated, click Generate images. If the images have been generated, but the book has since been modified, click Refresh.
      4. Select the generated images that you want to attach to the email.
      5. Enable the Add link option to include a link to the book in the email.
      6. Click Send.