How to Share Analyses or Dashboards

How to Share Analyses or Dashboards

This article discusses how to share analyses and dashboards within Tulip.

You can easily share a “view only” version of your Tulip dashboards with colleagues, even if they don’t have a Tulip account. This lets key stakeholders see up-to-date production data across your operation.

Here’s how to do it:

Sharing Analyses

If you want to share a single analysis, you should find the analysis you want to share in a dashboard or in the App Summary View, select its “gear” icon, and select “Share”:

You may also use the “Sharing” menu at the top of the Analytics Builder.  In any event, you will be asked whether you want to share the analysis. Clicking “Share” will give you a link that you can copy and share with your colleagues.

The sharing link only grants access to the shared analysis and does not allow unauthenticated users to modify the analysis or access any other part of Tulip.

However, if you happen to visit the shared analysis link while logged into Tulip, the system will automatically show you various editing options that will disappear when you log out.

If you want to stop sharing the analysis, again select the “Share” button, and then click “Stop Sharing”.  Note that this will immediately and permanently disable the shared link; anyone who has the shared analysis open will be redirected to a “Shared Analysis Not Found” page.  Selecting “Share” again will create a new link. There is no way to make the old link work again.

Sharing Dashboards

If you want to share an entire dashboard, you should go to the dashboard you want to share, and select the “Share” button from the “Edit” menu:

You will then be asked whether you want to share the dashboard.  Clicking “Share” will give you a link that you can copy and share with your colleagues.

Note that sharing a dashboard also grants access to all of the analyses on it, whether or not they have been explicitly shared. Any analyses added to a shared dashboard will become accessible to anyone who has the link to that dashboard.

Have more questions about dashboards? Check out our article on “How to Create Dashboards.”

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You can also head to community.tulip.co to post your question or see if others have faced a similar question!