Platform Analytics Dashboard Sharing vs Visualization Sharing

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SaiRahulGupS
Tera Contributor

3 weeks ago

 

Hi All,

I have a question regarding sharing behavior in ServiceNow Platform Analytics.

If a dashboard is shared with a specific role, and a user has that role assigned to their profile, will the user automatically be able to view all the visualizations/widgets on that dashboard?

Or do the individual visualizations also need to be explicitly shared with the same role/user for them to be visible?

For example:

  • Dashboard is shared with Role A.
  • User X has Role A assigned.
  • The dashboard contains multiple visualizations.

Will User X automatically see all visualizations on the dashboard, assuming they have access to the underlying data, or is separate visualization sharing required?

I would appreciate any clarification on how dashboard-level sharing and visualization-level sharing interact in Platform Analytics.

Thanks in advance!

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Ankur Bawiskar
Tera Patron

3 weeks ago

@SaiRahulGupS 

my thoughts

-> Yes — for a Platform Analytics dashboard, sharing the dashboard with Role A is normally sufficient for User X to see the data visualisations embedded on that dashboard, provided User X has Role A and can access the underlying data.

-> You do not need to separately share each visualisation merely to render it on that dashboard

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

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VaishnaviK3009
Kilo Sage

3 weeks ago

Hi @SaiRahulGupS ,

In Platform Analytics, when a dashboard is shared with a specific role, users assigned that role can view the dashboard and its table-based Data Visualizations without requiring separate sharing for each visualization.

 

As per ServiceNow documentation, table-based Data Visualizations are automatically shared with the users, groups, or roles with whom the dashboard is shared.

 

However, users must still have the necessary access to the underlying data. Also, this automatic sharing behavior specifically applies to table-based Data Visualizations.

Reference:  https://www.servicenow.com/docs/r/now-intelligence/share-db-in-ac.html 

Mark this as Helpful if it clarifies the issue.
Accept the solution if this answers your question.

Regards,
Vaishnavi
Technical Consultant

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kanishka04s
Tera Contributor

3 weeks ago

Hi,

Yes, if the dashboard is shared with Role A, User X will see its visualizations too. You don’t need to share each one separately, as long as they’re built on table data.

Two things to keep in mind:

  • User X still needs read access to the underlying data (ACLs), or the visualization will show no data.
  • “Can edit” on the dashboard doesn’t let them edit the individual visualizations.

To check, impersonate User X and open the dashboard.

 

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