Defaulting a dashboard view to specific users

Arthi Annadi
Arthi Annadi Member
in Cards, Dashboards, Stories

I'm working on a dashboard that includes a dropdown and a table chart. I want to set it up so that users can see a default view based on a specific value selected from the dropdown, but I need them to be unable to modify the dropdown or filter the data themselves.

Can anyone guide me on how to achieve this? Specifically, I'm looking for advice on:

  1. How to set a default value for the dropdown that users can see but not change.
  2. Methods to disable user interaction with the dropdown.
  3. Configuring permissions so users can only view the dashboard without modifying any filters.
  4. Customized message as a title when the user accesses their default view.

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Answers

  • ggenovese
    ggenovese Contributor

    I would suggest using PDP's to restrict what the users can see in the dataset

    https://domo-support.domo.com/s/article/360042934614?language=en_US

  • ColemenWilson
    ColemenWilson Coach

    Using filter views is a good option with PDP for strict restriction: https://domo-support.domo.com/s/article/360042923914?language=en_US

    If I solved your problem, please select "yes" above

  • Arthi Annadi
    Arthi Annadi Member

    @ColemenWilson @ggenovese Thank you for your responses. I came across PDP and Publication Groups. Which one would be a better option?

  • ggenovese
    ggenovese Contributor

    I feel that PDP is the best option given the requirements you listed

  • Arthi Annadi
    Arthi Annadi Member

    @ggenovese by default the dataset has PDP all data access to dataset owners and admins. Does that mean we cannot set the PDP filters to Admins?

  • ggenovese
    ggenovese Contributor

    Hi @Arthi Annadi - You can view the impact of the policy, the knowledge base article I shared demonstrates that. Also, as an Admin, you can also view the impact of the policy by clicking the badge looking icon at the top of your dashboard and select the policy to preview. One note however, is that this functionality doesn't exist for App Studio yet.

    image.png

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