How to Share Views
- Amy Midkiff (Unlicensed)
Overview
Insight panel views are great for being able to see and intuitively explore data, but what if you want to share your views with someone else? What if that person doesn't need/want an Avantalytics login or what if that person is a client, and you don't want he or she to see the underlying data in your views? Fortunately, Avantalytics has a feature that allows you to share single and even bundled views with people outside of the Avantalytics system. Put together dynamic presentations quickly and securely, and easily share with people inside and outside your company. Check out the video below to learn how to set up views as well as some best practices for sharing, bundling and keeping the underlying data secure.
Building & Sharing Views - Video Tutorial
What's Inside
This video tutorial demonstrates how to share views. In this video, we will learn:
- What a view is and why it is useful
- How to set up your default view
- How to delete a view
- How to create additional views, and arrange views around a theme
- How to make a shareable link for a view
- How to share the view link with customers and coworkers
- How to revoke access to a shareable view
- What a multi-view is and why it is useful
- How to create and share multi-views