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Intelligent Data Insight

Intelligent Data Insight

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FAQs
Common Dashboard FAQs
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Common Dashboard FAQs

1. Common dashboard and permission issues

What is the difference between a personal dashboard and a public dashboard?

  • In terms of visibility

For dashboard owners or administrators
Personal dashboards: Displayed under the "Personal Dashboards" section
Public dashboards: Displayed in the corresponding folder under the "Public Dashboards" section
For other users with dashboard viewing permissions
Personal dashboards: Displayed under the "Shared with Me" section
Public dashboards: Displayed in the corresponding folder under the "Public Dashboards" section
For users without dashboard viewing permissions
Personal dashboards: Not visible in the dashboard list
Public dashboards: Displayed in the corresponding folder under the "Public Dashboards" section and shown in gray

  • In terms of authorization scope

Personal dashboards: Can grant viewing permissions to other users.
Public dashboards: Can grant viewing, editing, and management permissions to other users.

Can personal dashboards be collaboratively edited?

No, personal dashboards can only grant viewing permissions to others.

How can I collaborate with team members to edit a dashboard without making it visible to users because it is not yet live?

The dashboard can be placed in "Public Dashboards" and then proceed as follows:
(1) Create a blank sheet and add a text widget to indicate that the dashboard is under construction
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(2) Edit on the original sheet and hide that sheet (right-click the sheet name and select Hide)
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(3) Save
This way, other users can only see the unhidden blank sheet and will not see sheets that are still being edited.

What are the operational scopes for view-only, viewing, editing, and management permissions on dashboards?

Permission level

Scope

Notes

View only

View dashboard page

Exporting and downloading are not allowed.

View

View dashboard page, export charts and data, subscribe to dashboard notifications to personal Lark or email

Edit

View dashboard page, export charts and data, edit dashboard, subscribe to dashboard notifications to personal Lark or email

Management

View dashboard page, export charts and data, edit dashboard, grant permissions, subscribe to dashboard notifications to personal Lark or email, subscribe to dashboard notifications to Lark group or email group

Only users with management permissions can subscribe to dashboard notifications to Lark groups or email groups.

Even though I have dashboard permissions, why do some charts still prompt that I lack data permissions when opening the dashboard?

To facilitate data management, the platform supports data permission features, including row-level and column-level permissions.
When data permissions are set for data in a dataset, users are also subject to the corresponding permission controls when viewing visualizations, charts, or dashboards created from that dataset. Data permissions are bound to datasets.
Therefore, opening a dashboard only indicates that the user has permission for that dashboard. Charts are subject to data permission controls. If the corresponding data permissions are not granted, the data within the chart cannot be viewed.

2. Error messages

When adjusting the dashboard order, an error may occur indicating that authorization for some resources in the shared space directory has expired, or that the shared space directory has been updated. Please refresh and then adjust the order again. What should be done?

Cause:
Some dashboard permissions have been revoked or changed, resulting in failure to adjust the order.
Solution:
Refresh the page to obtain the latest status before adjusting the order.

3. Frequently asked questions about monitoring subscriptions

Is it supported to subscribe to reports or dashboards for scheduled delivery via Lark or scheduled email delivery?

Yes. For details on the subscription feature, see (暂不发布)Data Subscription.

What subscription delivery methods are supported?

The system currently supports integration with office software such as Lark, email, Webex, WeCom, and DingTalk.
For subscription configuration, see (暂不发布)Data Subscription.

4. Other frequently asked questions

Is it possible to move dashboards across projects?

Not supported at this time.
However, it is possible to embed existing dashboards into dashboards of other projects via iframe or SDK integration to achieve cross-project viewing. For details, see Visualization - Dashboard and Chart OpenAPI.
For more requirements, please contact us.

No dashboards are visible after entering the project

  1. Please check with the project owner to confirm whether project permissions are granted.
  2. Please check with the project owner to confirm whether there are any published public dashboards in the project.
  3. Please check whether "Show only my favorites" in the lower right corner is selected. If selected, please deselect it.

No management permissions available when authorizing dashboards.

Personal dashboards only support granting view permissions. Public dashboards support granting view, edit, and management permissions.
When authorizing a personal dashboard, there may be cases where management or editing permissions cannot be granted to users.

How to save data charts in a dashboard

You can click the ⋮ in the upper right corner of the chart and select Download Data, or use Copy to Dashboard to copy the chart to the target dashboard for display.

How to delete a chart from a dashboard

Go to the target dashboard, click Edit, delete the corresponding chart, and then save.

How many data points can a chart display

10,000

Why cannot today's data be seen on the dashboard

Possible reason: The corresponding dataset has not finished synchronizing.
Solution: Click the chart name on the dashboard to enter Visualization -> click the ⋮ next to the dataset switch in the upper left corner of Visualization and select View Dataset -> click the synchronization status of the dataset to check whether today's synchronization was successful. If synchronization was not successful, just wait until it completes successfully.

Why is it not possible to create a personal dashboard

Similar questions:

Why is it not possible to create a personal dashboard
I am the owner. Why can I not grant permissions to others

Please check with the project administrator whether the project is in strict mode.
In strict mode:

  • The resource creator only has editing permissions for the resource by default,
  • The project administrator is automatically added to the resource's authorized list and assigned management permissions by default.
  • Project users cannot configure personal dashboards.
Last updated: 2026.06.11 17:32:52