🔗 Module 23: Sharing & Analytics Portlet

Week 4 • KPIs & Suite Analytics Workbook • Advanced Analytics

Sharing Workbooks

Workbooks and datasets can be shared with other users. You can grant view or edit access to specific roles, users, or groups. Shared workbooks appear in recipients' Analytics menu.

Sharing Levels

LevelCan ViewCan EditCan Share
Owner
Editor
Viewer

Analytics Portlet

📊 Display Workbooks on Dashboards

The Analytics Portlet displays workbook visualizations on your Home dashboard or role-based dashboards.

  1. Click Personalize Dashboard
  2. Add an Analytics Portlet
  3. Select the workbook and visualization
  4. Position and resize on the dashboard

Limit: Up to 10 Analytics Portlets per dashboard.

Workbook Limitations

⚠️ What Workbooks Can't Do

🎉 Course Complete!

Congratulations! You've completed the Suite Analytics & Reporting Learning Hub. You now have the skills to access and customize standard reports, build powerful saved searches, deploy KPIs on dashboards, and create visual analytics with Suite Analytics Workbook.