Sharing a report on a dashboard
I have a sheet I use for scheduling people, a series of reports consisting of the schedule for each person that are created from that sheet which are then placed on a dashboard shared with my department. I don't want to give access to the sheet and I want people to access only their on the dashboard. They should not be able to access the reports of others. I have found that if I don't want to share the sheet then I have to publish the report. However, when I add the publish link to a widget on the dashboard then anyone with access to that dashboard can access any of the reports. If I attach the standard report to the widget in the dashboard then I have to share the sheet. How can I give an individual access to only their report on the dashboard without sharing the source sheet? Thanks
Answers
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You have three options I can think of:
- Use one scheduling sheet per person and share that sheet plus optionally a report to the individual it applies it. You can roll up everything into a report for you/executives to see.
- Publish the report for individual users and embed that via a web content widget onto the dashboard. Share the dashboard only to the individual that should see it. Note this will be read only.
- Get dynamic view and create views for each user OR a current user view, with Dynamic View you can give access to sections of a sheet without sharing the entirety of the sheet.
School of Sheets (Smartsheet Partner)
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