How to Share
  • 16 Aug 2021
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How to Share

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Sharing a Dashboard

Preset supports the easy sharing of dashboards by either copying a unique link to a dashboard or sharing a link via e-mail.

Let's have a closer look at both methods.

Step 1: View a Dashboard

To start, select and view a dashboard. Please have a look at How to Find Charts and Dashboards if you need help viewing a dashboard.

Step 2: Share the Dashboard

Send a URL via E-Mail

From the dashboard view, below the Toolbar, select the ellipsis icon (3 dots) and then select Share dashboard by email.

Share_Dashboard_via_Email

Your system's default e-mail client will automatically open featuring the dashboard's title in the Subject and a URL to the dashboard in the Body.

Shared_Email

Copy the Dashboard's URL

Alternatively, you can copy a shareable dashboard link to your clipboard by selecting Copy dashboard URL.

Copy_Dashboard_URL


Sharing a Chart

In addition to sharing a dashboard, you can also share a chart:

Send a URL via E-Mail

From within a dashboard

Navigate to a chart within a dashboard, select the vertical ellipsis icon, and then select Share chart by email.

Share_Chart_via_Email_from_Dashboard

As above, your system's default e-mail client will automatically open. The text "Superset chart" will appear in the Subject and a URL to the chart will appear in the Body.

Shared_Chart_Email

From the Explore Page

You can also send a chart via e-mail from the Explore page by selecting the envelope icon above the Content Panel.

Share_Chart_via_Explore_Page

Copy the Chart's URL

From within a dashboard

Navigate to a chart within a dashboard, select the vertical ellipsis icon, and then select Copy chart URL.

A shareable link to the chart will be copied to your clipboard.

Copy_Chart_URL_in_Dashboard

From the Explore Page

You can also copy a chart's URL on the Explore page by selecting the link icon above the Content Panel.

Copy_Chart_URL_on_Explore_Page


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