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Publish and share a dashboard(发布与共享仪表盘)

Preview your dashboard

To preview a read-only version of your dashboard, select the Preview button in the top toolbar.

Preview button

Once in preview mode, you can interact with your dashboard as an end user would. You can also change the inputs you defined to see those changes would impact the view. Use the Exit preview button to go back to dashboard editing mode.

Preview mode buttons

Publish your dashboard

Once you finish editing your dashboard, you need to publish it to share it with other users. This will create a separate Foundry resource backed by your Quiver analysis. Publishing your dashboard will both create the resource and save the analysis.

Publish button

To publish, use the Publish button in the top toolbar. You will be prompted to select a location in Foundry in which to save your dashboard.

:::callout{theme="neutral"} Note that the dashboard will inherit the permissions of the folder in which you save it. For example, if you save it in your private folder it will not be accessible by any user unless you manually grant them access. The next section provides more details on how permissions work. :::

Each time you re-publish a dashboard, a new version will be saved.

Share your dashboard

To view a dashboard, a user needs to have, at minimum, Viewer permissions. These permissions can be granted manually or inherited from permissions on the parent folder in which the resource is published.

To edit a dashboard, a user needs to have Editor or Owner permissions on both the dashboard and the underlying analysis.

Dashboard permission Analysis permission What can be done
Editor or Owner Editor or Owner Can edit and share the dashboard and the analysis.
Editor or Owner Viewer Can share the dashboard but cannot share the analysis. Cannot republish the dashboard as this requires saving the analysis.
Viewer Editor or Owner Can save the analysis but cannot save the updated dashboard.
Viewer No access Can view the dashboard but cannot update it.
Editor or Owner No access Can view the dashboard but cannot update it.

Open a published dashboard

You can open a published dashboard outside of the analysis by clicking the link inside the analysis or clicking on the resource in Foundry. This will open the dashboard in a new, read-only tab. Users who have the appropriate permissions (see above) will be able to open the backing analysis from this view and edit the dashboard by selecting the Edit button in the top right corner.


中文翻译

发布与共享仪表盘

预览仪表盘

如需预览仪表盘的只读版本,请点击顶部工具栏中的预览(Preview)按钮。

预览按钮

进入预览模式后,您可以像最终用户一样与仪表盘进行交互。您还可以更改已定义的输入参数,观察这些更改对视图的影响。点击退出预览(Exit preview)按钮可返回仪表盘编辑模式。

预览模式按钮

发布仪表盘

完成仪表盘编辑后,您需要将其发布才能与其他用户共享。这将创建一个由您的Quiver分析支持的独立Foundry资源。发布仪表盘将同时创建该资源并保存分析内容。

发布按钮

如需发布,请使用顶部工具栏中的发布(Publish)按钮。系统将提示您在Foundry中选择一个位置来保存仪表盘。

:::callout{theme="neutral"} 请注意,仪表盘将继承其保存所在文件夹的权限。例如,如果您将其保存在私人文件夹中,除非手动授予访问权限,否则其他用户将无法访问。下一节将详细介绍权限的工作方式。 :::

每次重新发布仪表盘时,都会保存一个新版本。

共享仪表盘

用户需要至少拥有查看者(Viewer)权限才能查看仪表盘。这些权限可以手动授予,也可以从发布资源的父文件夹权限中继承。

用户需要同时拥有仪表盘和底层分析的编辑者(Editor)或所有者(Owner)权限,才能编辑仪表盘。

仪表盘权限 分析权限 可执行操作
编辑者或所有者 编辑者或所有者 可编辑和共享仪表盘及分析。
编辑者或所有者 查看者 可共享仪表盘,但无法共享分析。无法重新发布仪表盘,因为需要保存分析。
查看者 编辑者或所有者 可保存分析,但无法保存更新后的仪表盘。
查看者 无访问权限 可查看仪表盘,但无法更新。
编辑者或所有者 无访问权限 可查看仪表盘,但无法更新。

打开已发布的仪表盘

您可以通过点击分析中的链接或在Foundry中点击资源,在分析之外打开已发布的仪表盘。这将在新的只读标签页中打开仪表盘。拥有适当权限(见上文)的用户可以通过点击右上角的编辑(Edit)按钮,从此视图打开底层分析并编辑仪表盘。