dirons's avatar
dirons
Cloud Apps
11-15-2023
Status:
Planned

Ability to more granularly control editing of Shared Formulas, Attributes, and non-shared Formulas

We embed Sisense into our application and produce pre-built dashboards for customers (which they cannot edit). We allow our users to create their own dashboards as well and with this comes the ability to create their own formulas.

We have found that allowing them to edit the name of their formula also allows the editing of our pre-built shared formulas and our attributes. While this only impacts the user locally, it can become a support nightmare, as customers can rename our pre-built items and make it hard to them troubleshoot.

We would like the ability to make these edit options more granular so that we can control (1) Shared Formula name edits (2) Attribute name edits and (3) non-shared Formula, local user dashboard, name edits.

Dashboards & Analytics

10 Comments

  • Olek's avatar
    Olek
    Cloud Apps
    01-08-2024

    Hello,
    We would love to see some options regarding shared formulas in user roles manifests.

    For example permission to create, edit, delete formulas.

    Currently every designer is able to create, edit and delete any shared formula, and we want to prevent it.

    Best Regards

    • DRay's avatar
      DRay
      Admin
      01-16-2024
      Status changed:
      New Idea
      to
      Needs Votes & Comments
  • dirons's avatar
    dirons
    Cloud Apps
    12-14-2023

    We support multiple applications of data within a model, as there is crossover between the applications; however, our customers have granularity to choose which application data with which they are allowed to see when they create new dashboards.

    We use column level security for attributes today so that Application A author can only see table of data pertaining to application A while Application B author can only see tables of data pertaining to application B (note that a user can have both author rights and see all both application data).

    We found that this does not pertain to Shared Formulas.  This now increases the "noise" that authors see, as they are seeing formulas for an application that isn't something they can readily use.

    • DrewGillow's avatar
      DrewGillow
      Cloud Apps
      10-22-2024

      Additionally we find that shared formulas can be modified by anyone that has access to them.  We want dashboard designers to reuse the formulas but have data designers build the formulas.

    • DRay's avatar
      DRay
      Admin
      08-16-2024
      Status changed:
      New Idea
      to
      Needs Votes & Comments

      Hello dirons,

      Thank you for sharing your idea and providing details.

      We encourage people to continue to vote and comment. We use community interest as one of the ways we prioritize efforts, so every vote and comment can help turn a request into a reality.

      Thank you again for sharing and being part of our community!

  • DRay's avatar
    DRay
    Admin
    04-10-2024
    Status changed:
    New Idea
    to
    Planned

    Good news! This is planned for a future release!

  • Benji_PaldiTeam's avatar
    Benji_PaldiTeam
    Data Pipeline
    02-06-2025

    Hi all,

    The concerns raised here about controlling access to Shared Formulas are exactly what our Favorite Formula Enhancements add-on is designed to solve.

    With this add-on, you can:
    ✅ Restrict Shared Formula access based on user groups (public, all groups, or private)
    ✅ Prevent unauthorized modifications and deletions of Shared Formulas
    ✅ Maintain data security by limiting Shared Formula visibility and editing to authorized user groups

    If you're struggling with managing Shared Formulas across different user groups, our solution offers immediate control and flexibility.

    Free trials are available on the spot—feel free to reach out at inquiries@paldi.solutions for more details!

  • KevinC's avatar
    KevinC
    Data Storage
    11-16-2023

    Although we don't need this feature yet, we are likely to run into this same problem in the coming months. 

  • kseri's avatar
    kseri
    Cloud Apps
    01-24-2025

    Currently, a user can view, modify, and delete a shared formula that doesn't belong to them, which raises confidentiality concerns.

    It would be better if shared formulas were managed in the same way as shared dashboards, meaning that the formula would only be visible to the default user but could be shared with members of their group.