Forum Discussion
Helper IIIBest practice for allowing users to create custom dashboard from a report
Hi jfenico,
When you share a dashboard, those you share it with can view it and interact with it, but can't edit it. So, we are not able to allow recipients to create custom dashboard from a sharing report.
As you mentioned, one workaround is to atore all content in a App Workspace and give workspace members read and edit permission.
Alternatively, rather than directly share dashboard with your project managers, you can create content packs containing relative datasets, reports and dashboard. Those managers can get content packs via "Get Data" -> "My Organizations". To edit thier own dashboards based on the shared report, they can make a copy of content pack, then, they have edit permission to dataset and report.
Best regards,
Yuliana Gu
Microsoft EmployeeHi jfenico,
When you share a dashboard, those you share it with can view it and interact with it, but can't edit it. So, we are not able to allow recipients to create custom dashboard from a sharing report.
As you mentioned, one workaround is to atore all content in a App Workspace and give workspace members read and edit permission.
Alternatively, rather than directly share dashboard with your project managers, you can create content packs containing relative datasets, reports and dashboard. Those managers can get content packs via "Get Data" -> "My Organizations". To edit thier own dashboards based on the shared report, they can make a copy of content pack, then, they have edit permission to dataset and report.
Best regards,
Yuliana Gu
Helper IIIThank you Yuliana, copying a content pack might be too much work for a regular user to go through, so for now I'll either give them edit permission through App Workspace or have one specific person create additional dashboards for them.