Sharing a dashboard

1. Sharing a dashboard

Welcome to this video on effective dashboard sharing. Sharing dashboards is essential for fostering collaboration within teams and promoting informed decision-making. In this video, we will explore the key concepts related to dashboard sharing, ensuring that you understand the capabilities available in Databricks for effective communication of insights.

2. Sharing dashboards within the workspace

Now, let's discuss sharing dashboards within your workspace. You can share dashboards with users and groups in your Databricks workspace, assigning permissions such as View, Edit, and Manage. Workspace users can access both draft and published versions based on their permissions. Remember, dashboards inherit permissions from their enclosing folder, so anyone with folder access can view your dashboard. This setup enhances collaboration among team members.

3. Permissions levels

The table outlines three key permission levels: CAN VIEW/CAN RUN, which means users can view the dashboard, interact with widgets, and refresh it. This level is for those needing access without modification. CAN EDIT: In addition to viewing, users can edit and publish the dashboard, ideal for those creating variations for specific needs. And CAN MANAGE, the highest level, allowing users to modify permissions, publish snapshots, and delete dashboards. This is suitable for administrators or team leads overseeing dashboard usage.

4. Sharing dashboards with account members

To share dashboards with Databricks account members, ensure they have view-only access. These users can view a published dashboard with embedded credentials, allowing them to use your data access without needing individual permissions. Before sharing, an admin must register users with your Databricks account to restrict access. You can target specific users and groups or share with everyone in your account, promoting collaboration while maintaining access control.

5. Managing alerts and notifications

Last, let's discuss managing alerts and notifications. Alerts are crucial for keeping users informed about significant changes in data. Databricks SQL alerts run queries periodically, evaluating defined conditions, and send notifications when thresholds are met. This allows you to monitor key business metrics and react quickly when necessary. You can set alerts based on specific conditions, like notifying users when sales fall below a certain level. Importantly, alerts can be scheduled independently of the underlying query schedules. Customizing notifications ensures that the right people receive important updates, enhancing user engagement and responsiveness. By effectively managing alerts, you empower users to stay informed and make timely decisions.

6. Summary of effective dashboard sharing

In summary, effective dashboard sharing enhances collaboration and decision-making. You can share dashboards within your workspace, assigning key permissions like View, Edit, and Manage. Managing alerts keeps users informed about significant data changes, allowing them to respond promptly.

7. Let's practice!

Now it's time to put your knowledge into practice.

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