Allow a user to remove themselves from a Shared dashboard (based on model) with email notification

dirons · ‎12-18-2023

We are a multi-tenant software provider and we embed and white label Sisense. In our setup, we have 2 models. Model 1 is used by Engineering to create our pre-built dashboards, where we share these with specific groups we've set up so that all of our customers see our pre-built "out of the box" dashboards The second model is what we expose to our Premium users so that they can create their own custom dashboards. There are times when our customers will create a new, custom dashboard with the second model. These users sometimes share their dashboard very broadly. When this happens, there are certain users that wish to remove themselves from the share. Perhaps they don't have row-level security to see anything. Perhaps they have changed roles or simply do not use that dashboard. Note that we do not want to allow customers to remove themselves from our pre-built shared dashboards, as this could cause support confusion as to why our analytics solution is enabled but a user doesn't see "all of the dashboards". With the above noted, we would like a configurable means to show/hide a "leave shared dashboard" dashboard option, based on the model with which a dashboard is associated. This will ensure that users cannot remove themselves from our pre-built dashboards (we would hide on our model) yet allow them to remove themselves from custom dashboards that were shared with them (we would show on model 2 for self-authoring) When a user leaves a shared dashboard, there should also be configuration options to alert the owner of the dashboard via email. This email should be capable of white labeling. It should include dashboard name, who left, and when. Should there be links to the dashboard in the email, there must be a way to disable hyperlinks in the email.

bputhiyaveetil · ‎12-17-2023

Hello There, We need to create a data model with 2 different data sources . One databricks live and another one is an excel file with some additional data . We need to create a combined model so that we can join these two tables and get the result. Currently sisense does not support it and other providers like Power BI and Zoho supports this feature. This is a common use case for our scenario

wallingfordce · ‎06-04-2024

Many of our clients experienced a defect in the Expand Pivot on PDF add-on in which the email body of their dashboard subscriptions included the full Pivot output... instead of the full pivot output being limited to the PDF attachment. With that defect in place for a year, a number of our clients have voiced dismay since the defect was corrected hoping that the defect will come back as a feature. I would image that if enabled as a feature, that Embedded in Email could be unchecked to avoid including large pivot output in the email body. I imagine that users could understand their data well enough to understand whether a dashboard pivot widget would result in pages of output or not, and would be able to make the decision in the share settings for whether or not to Embed in Email or just Attach PDF or both.

ravisandeep · ‎03-01-2024

I recently posted a query on sisense forum to increase the offset size of a pie in a piechart. I got a response how it can be done at a widget level, but there is no feature in sisense to apply this change at global level for all pie charts in every dashboard. In fact, there should be a global space where any change for any widget could be applied to all such widgets in every dashboard.

qamardinpal · ‎10-04-2023

Currently sorting of dimensions/categories/series is by Ascending and Descending only. There are times when such data points need to be sorted in a non alphanumeric manner. For example, Critical, High, Medium, Low is the desired sort, but this appears as Critical, High, Low, Medium or Medium, Low, High, Critical which looks sub optimal to the user. A workaround is to add a number prefix via modelling, again this is less than ideal for the user, as is a script to update the displayed values to remove the prefix. As is possible with other BI Tools, there should be an option for the Designer to configure the sort. There are various community plugins and scripts that do this on an explicit per widget basis, however these are prone to fail/break and aren't guaranteed or supported through version upgrades. This should be a part of core application functionality.

Anonymous · ‎07-28-2023

We would like to have a description option (to describe the dashboard) same as in widgets (add description), so that it would best describe the dashboard.

SamAlbertCSM · ‎07-24-2023

Looking for a way to change the logo based on their corresponding theme. We can create themes for the different companies but there is no option for logo in the Theme and would like to capability to extend the white labeling past just 1 logo

zebben · ‎07-20-2023

The idea of this is so you could show the elasticube data on the primary axis, and then potentially low latency data on a secondary axis - allowing easy comparison of live vs historical data

jameshaid · ‎09-23-2023

As a standard offering, enable color conditions to also be displayed in the Grand Totals columns/rows. The coloring should also carry through to Excel or pdf downloads, the same for the rest of the pivot table. Current custom script solutions are at risk of breaking with future version updates, and the Grand Totals colors do not carry through to Excel and pdf downloads.

rudyfranco · ‎11-28-2023

Currently the Analytics screen displays available dashboards in a "list" view or a "tile" view. The "tile" view includes columns "Name", "Owner", "Data Sources", "Last Published", "Last Modified", "Total Viewers", "No. of Widgets". This is a request to add a new column "Source Folder". This would be helpful for users with a large quantity of dashboards as they could sort by the "Source Folder". In the future, the list view functionality could be expanded to allow grouping by this column which would further consolidate the view. Thank you!

Precisio · ‎09-12-2023

Currently, it appears that Shared Formulas are displayed in the selection dialog based on the order they were created. It would be great if they can be arranged logically, or at least sorted alphabetically, otherwise the list can grow to become disorganized and difficult to use.

SamAlbertCSM · ‎06-28-2023

When creating a widget in SimplyAsk, We would like to see the download option extended to offer exporting to excel/CSV if the table viz is the best option. Some viewers might not be able to pin it to the dashboard but still want to extract the insights.

soporteparaptx · ‎04-20-2023

Hi, For security reasons, one of the requirements we have seen in our customers are reltaed to the ablity to have more customized Admin roles. Some customers have different departments, that are responsible to manage the administration of some features independently. It's not fixed just with the Data Admin and the Admin. For example, some area needs to manage the Users and groups, but other area needs to manage the look&feel and white labeling, feature management... Now, an admin is a root user. And the Data Admin is restricted to Data Groups management. Best!

adammor · ‎11-16-2023

We need a view that shows us which dashboards are dependent on which table in the datamodel. We want to remove some tables, but because we have many dashboards we don't know where exactly that table data is being used so it's very risky to change/delete tables. The depedency granularity of the data model is good but not enough.

Community_Admin · ‎04-17-2023

**Please note this idea was migrated to the Product Feedback Forum from older submission areas** The Data Designer, when modeling an Elasticube or Live model isn’t able to define the default aggregation method. When adding a measure to a widget, an aggregation method is automatically applied. The Dashboard Designer can choose the aggregation method via a menu, but a regular click will always choose a predetermined system-wide defauilt (distinct count or sum). In some cases, the aggregation applied is not relevant and could lead to invalid results. I would like to see a feature that allows a Data Designer, when designing the data model, to define the default aggregation for a column. A Data Designer has the knowledge of the data model and what aggregation is best used for it. This ability would assist Dashboard Designers in correctly using the model.

idan_wenger · ‎06-18-2023

Hi, Our CSMs/Marketing teams using downloaded PDFs as additional information to our customers. A need was raised to make the PDF generated more company branded, including the company logo (which includes in the platform). It will be very valuable feature for a lot of internal users in the company.

kingsofdeleon · ‎08-24-2023

The idea here is to expand the formula editor (Specifically CASE WHEN Statements) to allow the creation of dimensions or "buckets" based on filtered data. This is useful on the dashboard level as we may want to recategorize our data dynamically after filtering the dashboard. Lets say I have a pretend table holding daily customer transactions. In my report I'd want to see each customer's average spending for an arbitrary time frame. I'd also like to categorize that player BASED off that average spending. Which could change based on any filters I use. IE) CASE WHEN [Avg Money Spent] > 999 then '1000+' WHEN [Avg Money Spent] > 699 then '700 to 999' WHEN [Avg Money Spent] > 399 then '400 to 699' ... WHEN [Avg Money Spent] >= 0 then '0 to 99' ELSE NULL END I would then use this calculated dimension in visualizations like pie charts, etc. I'm not sure if this is possible, but being able to use this dimension as a filter would be very useful as well. IE) Show me all the customer who fall under '400 to 699' range for any given period.

DrewGillow · ‎08-17-2023

I would like to know which features of Sisense the users are using. Are they using Pulse? how much, in what ways? Which users have scheduled email reports (not the plugin)? frequency, sending to self or others?

bmorse · ‎05-13-2024

Currently you only provide a direct link to a dashboard. Allow the ability to have the ID of the dashboard. That way customers embedding the dashboard into their main app can load it natively into their app instead of directing the user directly to the Sisense instance.

jwoodard · ‎08-09-2023

Problem: Users commonly wish to share data with their team members, but reports with many filters can be difficult to reproduce and share with others while abiding by security permissions. This causes confusion when numbers appear different, but the result is simply that the users are comparing data with two different filter sets applied. Summary: Saved searches would allow for users to create filter sets across multiple dashboard filters to quickly return to a filtered view of data. These saved searches would also be highly beneficial if it allowed users to quickly share these filter sets with users that have access/permissions to the dashboard of origin when the two users are both part of a user group that allows filter sharing. Admin User Story: As an admin, I would like to create a saved search that allows users to see data for each region of the United States for the current year-to-date as well as saved searches for each quarter of the current year. I don't want to create multiple dashboards or even multiple widgets as I'd like the user to be able to see consistent stats for each time frame. The admin creates a saved search for each of the desired filters to allow a user to quickly navigate and select the different saved searches to populate multiple filters at once with the desired filter set. The admin has access to share with all users, but they decide to share the filters with the Executive user group. In order to share with the executive user group, the admin must enable filter sharing within this group. The admin as well as members within the executive user group will be allowed to share with all members in the executive user group once this permission is enabled. After enabling filter sharing, the admin shares the filters with the executive team. The admin can choose to include an email or only share within the system with no notification. They decide not to notify all users of the group, but they copy the share link for the 3rd Quarter Western Region saved search. They send an email to the director of the West Region with the saved search link. (See Viewer User Story) Viewer User Story (West Region Director): A viewer belonging to the executive user group receives an email from their Sisense admin including a link to the 3rd Quarter Western Region saved search. They click the link and are directed to the new strategic dashboard with the filter set for the 3rd Quarter Western Region applied to the available filters. The viewer reviews the data and reviews the other available saved searches for the additional quarters that were provided by the admin. The viewer clicks on the 2nd Quarter Western Region and the filter set populates in the filter pane. After reviewing the filter sets provided, the viewer adds regional subdivision filters based on the territories of their Western Region managers. The viewer creates the "West - Territory 1 (Q3)" saved search and shares it with their West - Territory 1 manager only and sends a notification to the manager. In addition, the viewer identifies issues with two specific teams and filters to these teams in the manager's territory. The manager filters to the two teams as well as the product's where issues were identified. The viewer saves the search as "{Manager Name} - Quality Assurance Focus" and sends a notification when sharing the search to the manager. The saved search allows the manager to quickly highlight focal points with his manager so that the manager can review the data the director sees prior to meeting and discussing the issues at hand.

Sisense Community

Allow a user to remove themselves from a Shared dashboard (based on model) with email notification

Ability to create hyrbid data model live + elastic cube

Allow option for Expand Pivot on PDF add-on to also Expand Pivot on Email

Application of changes to widgets at global level

Manual Sort of Series and Columns

Dashboard description option

Allow client logo with their theme

Ability to link a live connection and elasticube into the same widget

Enable color conditions to be displayed in Grand Totals

Add A Dashboard's folder name to the Analytics List View of Dashboards

Please allow arranging/sorting Shared Formulas in the selection dialog

Simply Ask & NLQ Download Enhancement

Admin Role segmentation - Add new Roles

Dependencies for Tables (Datasets)

Allow measures to have default aggregations

Include company's logo in the PDF generated

Calculated Dimensions

Report feature usage (e.g. dashboard email subscriptions, pulse notifications)

Email templates - provide dashboard id

Saved Searches