Sharing Overview

Overview of the methods for sharing Notebooks.

Notebook contents can be shared in three ways:

1. Access Scopes: Sharing the Notebook itself

   • Workspace: Sharing with the entire Workspace

   • Teamspace: Sharing with the Teamspace

   • Shared: Directly sharing an individual Notebook

2. Report: Converting the Notebook to a Report that can be accessed by Guests, then sharing the URL or embedding it

3. Public Link: Sharing a Public Link that anyone who knows the link can access

Summary of Differences in Each Sharing Methods

Method	Editable	Query execution	Parameter	Embeddable	Guest Access	Required Login	Required Connection Role
Access Scopes (Notebook)		Yes	Yes (values shared)
Report		Selectable	Selectable (values per user)
Public Link		No	No

• Editable: Indicates if users can edit the notebook.

• Query Execution: Shows whether query execution is possible.

• Parameter: Indicates whether parameters is enabled and specifies if parameters are shared or user-specific.

  • Syncing Parameter Values and Execution Results Among Users
• Embeddable: Determines if content can be embedded in other platforms using html iframes.

• Guest Access: Indicates if guests can access the shared content.

• Required Login: Shows if login is required to access the content.

• Required Connection Role: Indicates if connection role referred to SQL blocks in the notebook is required.

Guidelines for Choosing a Sharing Method

Choose the appropriate sharing method according to the situation. For example:

Access Scope (Workspace, Teamspace, Shared Notebook):

• For collaborative editing.

Report:

• For preventing data from being altered.

• For improving performance when dealing with large datasets.

• For focusing on and sharing only specific pages after performing ad-hoc analysis.

• For sharing with external guests who have no editing permissions and no connection roles.

• For sharing data analysis results with executives (e.g., CEO) and managers who want only the most important KPIs.

• When you want to restrict access to the original sensitive data but share aggregated results widely (e.g., internal HR reports).

• For regularly updating important data for all employees.

  • Note: Even if employees have editing roles for the original Notebook, the list of reports only displays a limited number compared to notebooks, making it easier to filter important ones.

• For collaborative parameter changes done separately. Additionally, consider using Notebook versions.

Public Link:

• If you want to embed charts in a blog for marketing purposes or share on Twitter, consider using Public Links.

• If you want to embed data to be visible only to those with access rights to the Notion, consider using Public Links. Additionally, consider using Reports if you want to enforce login.