Sharing Dashboard Components (Studio)

Suite
Customer Experience
Product
Qualtrics
What's on this page

About Sharing Dashboard Components

You can share dashboard components with the dashboard’s users. You can give these users the same level of access they have to the dashboard, or a lower level.

Attention: You can only share metrics and filters. You cannot share models or attributes at this time.
Qtip: In order to share a dashboard component, you need editor-level access to the dashboard and at least read-only data access to the component’s source project.

Understanding Component Access Permissions

A user’s level of access to dashboard components depends on 2 things:

The user’s dashboard access level (determined when the dashboard was shared to the user)
  • If a user only has Can View permissions for the dashboard, they can only get Can View access to a component.
  • If a user has Can Edit permissions for the dashboard, they can get either Can View or Can Edit access to a component, depending on the initiating user’s permissions.
Initiating user’s permissions (the person sharing the component)
  • If the user sharing the component has the Share View [Metric or Filter] permission, then dashboard editors will get Can View
  • If the user sharing the component has the Share Edit [Metric or Filter] permission, then dashboard editors will get Can Edit
Qtip: The Share View Filter, Share View Metric, Share Edit Filter, and Share Edit Metric permissions are user permissions that can be found under Object Permissions.
permissions tab of user editing window
permissions tab of user editing window

object permissions
object permissions

Table of Sharing Results

Dashboard access of user invited to share Permissions of user sharing the components Component access of the user after the components have been shared
Can View Share View or Share Edit Can View
Can Edit Share View Can View
Can Edit Share Edit Can Edit

Sharing Metrics and Filters

On the Studio homepage, scroll down to Explore Dashboards & Books.
Studio homepage
Studio homepage
Click the menu next to your dashboard.
Select Dashboard Components.
If needed, switch between components’ source projects using the first dropdown.
component window, share components button
component window, share components button
Switch to either Metrics or Filters, depending on what you want to share.
Click Share Components.
For each metric or filter, set one of the following options in the Access column:
granting or not changing access
granting or not changing access
  • Grant: Share a component with all users and groups with whom this dashboard is shared, up to their dashboard access level.
  • No Changes: Do not change any user’s access for a component. This option does not remove access from an object.
    Example: In the example above, goldie@treadmade.com will get editor-level access to the Filtered metric, while sammy@treadmade.com will get viewer-level access. There will be no changes in access for the Service Top Box metric.
Click Save.
Click Ok to close the Dashboard Components window.
dashboard components window
dashboard components window

FAQs

Are there other ways to share filters and metrics?

Does component sharing overwrite users' existing access to these components?

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