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Is there a way to share a dashboard and all the widgets it contains in a single step?

Swankeeper
Tera Contributor

I'm frequently asked to build dashboards for a single group, that can contain multiple tabs and a dozen or more reports (especially the "single-shot body count" reports).  Often that dashboard will prove useful to other teams, but I must share the dashboard itself first, and then share each contained report individually.  I find it hard to believe that SN hasn't come up with some facility to say "share this and everything in it" in one activity.

(as I tend to operate on the periphery of the core functionality, especially as it iterates from release to release, I wouldn't be shocked to learn there is such a feature, and I'm just unaware of it).

1 ACCEPTED SOLUTION

Mark Manders
Mega Patron

Platform Analytics will resolve this. Washington has a migration tool and before that it's a separate workspace. The new dashboards are just shared once and will include all of the reports. So either wait (you will be 'forced' to Platform Analytics on Yokohama), or create some custom functionality (catalog item with a request to join a dashboard, which shares the dashboards and it's content after approval). That will take a lot of scripting though.


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Mark

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8 REPLIES 8

Luckily this will no longer be necessary once Platform Analytics is activated on your instance. You will be forced to with the Zurich release.


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Mark

Thanks Mark --- Does Platform Analytics work the same whether the user has ui16 or polaris as active UI ?

~ "Breynia Disticha"

I would advice any customer not yet on Next Experience to go there asap. I don't really see the necessity to stay on UI16, because it will probably be performing less and less over time. You can use Next Experience without moving to workspaces if that's the reason not to activate it.

Related to Platform Analytics: it works, as far as I can see. If it is all exactly 'the same', I don't know.

Fact is: when upgrading to Zurich, you will be fully migrated to Platform Analytics, like it or not.


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Mark

"Fully Migrated to Platform Analytics" i.e. all of our dashboards will become workspaces, and this view will be changed for users globally?

~ "Breynia Disticha"