Share Dashboards.

To share your dashboard, simply click the 'share' icon in your dashboard bar to copy the link, then share this with your team, clients, or stakeholders.

This gives your clients / stakeholders their own separate dashboard to play around with.

Within the shared dashboard, your clients will see:

Your account logo (top left)
Only the views & filters you've included (none of the views or filters you've redacted)

And have the ability to:

Download their own Workbook or PowerPoint (for the visible views in their dashboard).
Analyse the data however they like, i.e.:
1. use and create their own filters.
2. reconfigure their tables and charts

However, any custom analysis your clients do in the shared dashboard can't be saved and will revert / realign to whatever's saved in your master dashboard when the page is refreshed. Note:

for the shared dashboard, no login is required. Anyone with the link can access.
but for the master dashboard, user login to your account is needed.

Any analysis done in the shared dashboard won't affect the analysis in your master dashboard. Conversely, any analysis saved in your master dashboard will be reflected in the shared dashboard when it's refreshed.

Logo

Your account logo (e.g. your brand logo) will appear at the top left of all shared dashboard by default, but you can change this to a custom logo specific only to that dashboard (e.g. your client's logo) in your dashboard's settings. Alternatively, you can hide the logo entirely by ticking the "Hide Shared Dashboard Logo" checkbox.

Read Only Shared Dashboards

By default, shared dashboards are fully editable (but not savable). This equips your shared dashboard users with the same powerful analytical tools you have! Nevertheless, for particular users, this can be too much analytical power.

Therefore, within your master dashboard's settings (cog icon, top left in the dashboard bar), you have the option to set that particular dashboard to be "Read Only when Shared". When checked, applied, and saved in the master dashboard, this prevents users from making any changes / custom analysis in the shared dashboard. Read only dashboard users can only switch between views, nothing else. They can't use filters, can't reconfigure tables or charts, can't manage views, can't do anything except switch views.

Don't forget to click Save in your master dashboard to successfully apply the read only setting to the shared dashboard.

Private Views & Filters

In your master dashboard, instead of removing views, you can set views and filters to private, so they're still visible in the master dashboard, but not visible in shared dashboards. This has 2 primary functions:

Private views allow you to have ALL analysis available in your master dashboard but have BESPOKE analysis in the shared dashboard, with only the most relevant views shown.
Private filters allow you to apply invisible prefilters to shared dashboards.

Powerful stuff!

Private Views

Private views are still visible in your master dashboard but greyed out so you know they're NOT visible anywhere in the shared dashboard.

To make views private:

go to the 'Views' tab
select the view(s)
click the 3-dot menu
click "Make Private"

Master Dashboard: make Q37A and Q37B private

Shared Dashboard: Q37A and Q37B invisible

This allows you to have ALL analysis available in your master dashboard (Q37, Q37A, Q37B, Q37C) but have BESPOKE analysis in your shared dashboard (Q37, Q37C) so your clients only see the most relevant insights.

Private Filters.

Private filters are still visible in your master dashboard but greyed out so you know they're NOT visible anywhere in the shared dashboard.

To make filters private:

go to the 'Filters' tab
select the filter(s)
click the 3-dot menu
click "Make Private"

Primarily, this allows you to apply an invisible pre filter to your shared dashboard, so your clients only see the data they paid for. E.g. apply a Coles global prefilter in the Coles master dashboard and set to private, so only Coles data can be analysed in the shared dashboard, not their competitor's (e.g. Woolworth's) results, and without making it obvious you've excluded Woolworths from the data.

Master Dashboard: Private Coles Prefilter (base of n=294)

Shared Dashboard: Coles Prefilter Applied but Invisible (same base of n=294)