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Shareable Links

Shareable Links is a feature that allows everyone with the link to access reports/dashboards without a Holistics login account.
This is especially useful when you want to share data to external stakeholders (merchants, clients, investors, partners) by simply sending them a customized, password-protected link to the reports/dashboards.

To create a sharable link, simply go to the report (or dashboard) and click on menu Share → Get Shareable Link

Password Protection

Since the link is publicly accessible, anyone with the link can access the underlying data, and this is not secure. To overcome this, Holistics allow you to set a password for the shareable link.

When a public user visit the a password-protected link, he/she will have to enter the password to proceed.

Note

For future reference, you can add some notes to differentiate your shareable links with others.

Manage Shareable Links

When you have many shareable links and need to keep track of every sharing, you can manage your shareable links via the dropdown menu in Holistics toolbar (Tools > Shareable Links). You can quickly search, sort and visit the reports and dashboards.

Row-level permission (Permission Settings)

There are some cases where you want to set Permission for your dashboard viewer (for example, Vietnam users access link 1 can only see Vietnam data, Singapore users access link 2 can only see Singapore data, etc.).

Our permission is currently Row-based/horizontal data access meaning that you can control which records a user can retrieve from your organization's database.

When you add the row-level permission to your Shareable Link, you will be asked to select the exact path to the field that you want your permission to be applied. The path includes Dataset > Data Model > Field

For example, let's say I have an eCommerce Dashboard like this

If I want whoever access my Shareable Link can only see data from Vietnam (because this Link is meant to send to my Vietnam Manager), I will set the country_name in Countries model inside Ecommerce Dataset to Vietnam.

And vòila, when viewing the Shareable Link, only data in Vietnam is presented

Filter Display Settings

If you want to set the hard-set the filter value for your dashboard, you can just do that in Shareable Link Settings.
Let's say, for example, you don't want your dashboard viewers to see the data earlier than the last 3 months, you can just set the default value for the Order Date filter under Filter Settings.

Please note that if you don't check Hide Filter, you viewers can still change that field value when viewing the Shareable Dashboard.

Updated 28 days ago

Shareable Links


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