How I can share a dashboard URL with a person without creating a user?

Pratap Singh shared this question 2 years ago
Answered

How I can share a dashboard URL with a person without creating a user?

Best Answer
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Pratap,

This is correct, I would highly recommend you discuss this with your Account Manager of whom can assist further with getting set up with the correct Licence.

As per our guide, below are our notes from the wiki link listed in my previous response:

3025ff75b557f9ffeccd47532dde78c2

Regards,

Mark

Comments (1)

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Hi Pratap,

I hope all is well,

Unfortunately the Share link in each Dashboard tab drop-down menu, can only be distributed to other users within your YF Installation. As an alternative option I would recommend exporting to PDF then sharing with however way needed.

Regards,

Mark

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Hi Mark,

Thanks for the response, actually I want to share a live dashboard with someone who doesn't have yellowfin user.

PDF will not be interactive, is there any other alternative which you can suggest, what about guest roles and what actually they do?

Regards

Pratap

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Hello Mark,

Can this be considered as an enhancement request?

Regards,

Abhay

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Hi Pratap,

Unfortunately our only possible option at this point if you require a "live dashboard" to be shared with a non user would be as you stated the Guest Role, although in order to carry out this; you would need a server licence. More information can be found here and with your Account Manager of whom can discuss your options further.

Let me know if you require any further assistance Pratap, I would be happy to assist where I can.

Regards,

Mark

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Hi Abhay,

This is possible through Guest User, although as stated a server licence would be needed.

Regards,

Mark

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Hi Mark,

server license you mean Non-localhost license?

If someone already have a server license he can create a guest user, right?

Regards

Pratap

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Pratap,

This is correct, I would highly recommend you discuss this with your Account Manager of whom can assist further with getting set up with the correct Licence.

As per our guide, below are our notes from the wiki link listed in my previous response:

3025ff75b557f9ffeccd47532dde78c2

Regards,

Mark

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Hi Abhay/Pratap,

I'm going to go ahead and mark this Question as answered due this this functionality being possible through a Server Licence. If you wish to discuss further please do not hesitate to re-open. Have a great weekend.

Regards,

Mark

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I'd like to revive this issue. I have a similar situation as described here: I've set up the guest user and an unsecure folder and seek to embed reports and dashboards in SharePoint. My reports load on the SharePoint site (using an iframe with the report's https URL) without asking for a login, which is great. But the dashboard, which references only those reports and is in the same folder, asks for a login.


Can you say more about how to make a dashboard - or tabs of it - unsecure so that it can be accessed via URL without login? The post I linked above makes it sound like that was impossible six years ago, but the "you can also access 'unsecure' dashboard tabs" implies that has changed.

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Hi Sam,

I hops all is well and apologies for the delay in responding. Going forward with this question raised I have gone ahead and created a new ticket, this can be found here.

Please bear with us whilst we work to get a response. I hope this is ok.

Regards,

Mark

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Thanks for the reply and opening the new ticket! That works for me.

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Hi Sam,

Thank you for understanding.

Regards,

Mark

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