Report

Convert a Notebook into a Report for sharing with Guests.

The Report is a specialized document derived from a Notebook, designed for sharing with users who only need to view the content.

By providing a snapshot of the data analysis, the Report prevents data corruption. It also allows for the broad distribution of important insights while controlling access to the original data in the Data Warehouse.

Key Features

• Focus on Important Pages:

  • Specific pages can be selected.

• Static and View-Only:

  • Using Report allows creators to share fixed knowledge without the worry of it being altered. Viewers also can access and review important information without the ability to alter the content. This ensures both creators and viewers can be confident that the shared data remains intact and secure.

• Guest Access:

  • Guest is a special free role that allows them to view only the Report. They do not need access to the Notebook or Connection, making it possible to share with a broader range of users.

• No Connection Role Required:

  • You can share aggregated statistical data and charts without granting access to the original data.

• Options for Obtaining Query Results:

  • Allow re-execution of fixed SQL to access the latest data in the Warehouse.

  • SQL itself is fixed, but by embedding dynamic parameters, users can change the data they see per situation.

  • Embed data at the time to show only the necessary snapshot of data.

• High Performance:

  • Data is pre-fetched and saved as a snapshot, resulting in faster display speeds.

How to Set Up

• Open the Notebook

  • Open the notebook you want to share.

  • Click the “Share” button in the header and select “with read-only users.”

• Choose Query Execution Option

  • Choose one option from the Query execution settings:

    1. Embed Fixed Results

       • Show viewers the fixed SQL results.

    2. Allow Fresh Execution

       • Refreshes data with the same SQL queries.

    3. Allow Explore and Parameter Editing

       • Explore embedded resources and refresh data with new parameter embedded SQL queries.

• Select Pages

  • Choose the pages you want to publish.

• Publish

  • Click the “Publish” button.

  • (The system will check in the background if you have the necessary permissions to publish the Notebook. Once verified, the Report creation is complete.)

• Set Permissions for the Report

  • Open the report and enter the email addresses for Guests if you want to share the Report with them.

Notes

Operations related to reports, especially publishing, require complex role combinations. Please refer to the documentation:

Access Control for Report