Personalized Liveboards

Liveboards that contain consolidated data for all business users can now be personalized for a specific user or group. You can filter values to display only the information that is relevant to you, and save the personalized Liveboard. The personalized Liveboard retains the filter values, and remains synced with the original Liveboard. This allows you to bookmark a personalized Liveboard for easy access to the information you need, and eliminates the need to create a personal copy of a Liveboard which can result in copies falling out of sync with the original.

Users who don’t have access to the underlying data source can view a Liveboard but can’t interact with it by applying filters. Only users with access to the underlying data source can create and save personalized Liveboards. New filters can’t be added in a personalized Liveboard, they must be added in the original.

If row level security (RLS) is applied to the cluster, and the creator of a Liveboard sets up default values in a Liveboard filter, the default values will be visible to everyone who has access to the Liveboard in the filter chip preview and in the tooltip. The data is filtered based on RLS, but the filter chip preview and tooltip do not follow RLS.
If the original Liveboard is deleted, all personalized versions of it are deleted as well.

Create a personalized Liveboard view

You can create a personalized view for any Liveboard that you can apply filters to.

  1. Open a Liveboard and apply your desired filters.

  2. To save your personalized Liveboard view with these filters applied, select Save view.

Save view

  1. Enter a name for your personalized Liveboard view.

  2. Select Make view available to all users if you want the view to others for easy access.

    • If you have edit permission for the Liveboard, you can select Make view available to all users to share your view. This view will then be available to all the users who have access to this Liveboard.

    • If you have view only permissions for the Liveboard, you will not have the option to make any view public.

Where row level security is applied to the data, unauthorized users will see the Liveboard but not the restricted data.

  1. Click Save.

Save view of filtered Liveboard

From a personalized Liveboard view, you can create additional views, update a view, manage views, or reset a Liveboard.

Update a personalized Liveboard view

You can update a personalized Liveboard view.

  1. Open a personalized Liveboard view and apply your desired filters. A dot appears next to the view name to indicated that there are unsaved changes.

Save view dot appears when changes are made to an existing view

  1. To update the personalized Liveboard view, click on the view name and select Update next to the view name in the drop-down menu.

Update view drop down
You can also create an additional new view by selecting Save view from the drop-down menu.

Manage personalized Liveboard views

You can manage your personalized Liveboard views.

  1. Open a Liveboard and click on Select view.

  2. Select Manage views from the drop-down menu.

Manage views drop-down

  1. Click the checkbox to allow anyone to view the personalized Liveboard view, or Delete to remove the view.

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