Share Discover dashboards with any user regardless of whether they have the Discover privilege enabled or whether your organization has the Ardoq Discover add-on.
Fetch a “Discover dashboard URL” from core Ardoq and share it with stakeholders so they can explore aggregated data right from Ardoq Discover. From there, they can drill down into the reports they have access to.
With Dashboards for Ardoq Discover, you can now:
Present relevant data to the right stakeholders in an easy-to-digest format
Enable stakeholders to visualize, track, and explore assets by themselves
Provide stakeholders with a better understanding of where improvements are needed
Aid decision making by enabling the discovery of insights
Table of contents:
How to Give Users Access to Dashboards in Discover
1. Grant the right access
For a user to successfully open a "Discover dashboard URL", make sure to:
Add them to your Ardoq organization as an Administrator, Writer, Reader, or Contributor user. Learn how to invite users to your organization here.
Add them to the dashboard you intend to share with them. To do so:
Navigate to the Dashboard Overview page or Home page
Select the “Permissions” option in the three dots menu
Assign them the Administrator, Writing, or Read-only permission. Learn more about permissions in this KB article.
2. Share a "Discover dashboard URL"
Given that you have the admin user role, navigate to the Dashboards Overview page or the Home page in core Ardoq and:
Click on the three dots menu to the right of a dashboard
Select “Copy Discover dashboard URL”
Share the Discover dashboard URL via email or your preferred communication channel
Alternatively, you can hover over a dashboard and click on the "Open" button. It will open the dashboard in Ardoq Discover. From there, copy the Ardoq Discover dashboard URL from the address bar and share it with your stakeholders.
How to Drill Down Into Granular Data
To reveal the underlying data of any given chart, click on the "View report" or "View survey" button in the top right corner. Next, you can dive deeper into details and visualize single report components in context-driven viewpoints.
Learn more about reports in Discover in the "How to Give Users Access to Reports Outside of Core Ardoq" KB article.
What You Need To Know
When opening a Discover dashboard URL, users who belong to an organization that:
Has the Discover add-on and has the Discover privilege enabled can:
Drill down charts that use a report they have access to and see all the components shown in the report. To learn more about Reports for Ardoq Discover, read "How to Give Users Access to Reports Outside of Core Ardoq".
Drill down from a component in a report to a viewpoint.
If a user belongs to an organization that has the Discover add-on but does not have the Discover privilege enabled, they are not able to drill down from a report to a viewpoint.
Does not have access to Ardoq Discover yet can:
Drill down charts that use a report they have access to and see all the components shown in the report. To learn more about Reports for Ardoq Discover, read "How to Give Users Access to Reports Outside of Core Ardoq".
Users who belong to an organization that doesn’t have the Discover add-on cannot drill down from a report to a viewpoint.
You can request to disable the “Discover dashboard URL” feature for specific dashboards. Simply contact our friendly Support team via the in-app chat or send us an email at support@ardoq.com.
Please reach out to your Customer Success Manager if you want free access to Ardoq Discover. They will enable it for you for free with limited access for five users.
When to Share Presentations and Dashboards
Use Presentations to create and tell compelling, context-driven stories that speak to each stakeholder with no manual drawings.
Share dashboards in Discover so stakeholders can visualize and track assets relevant to them, and so they can explore the architecture to make informed business decisions.