How to Determine Who Created a Shared Dashboard

Joanne Felci 2 · July 2017

Hello!

I inherited a bunch of dashboards that my gift officers still use but when I try to update them I have to figure what ex-employee created them and login as them to do the update

Is there a way around this?

And if not how can I tell who created the dashboard?

Krys Fritz bCREPro bCRP · July 2017

Hi,

Unfortunately there does not seem to be a straightforward way of finding out who the creator is but there is a workaround. If you are logged in as the creator of a dashboard, you will be able to share it. If not, then you are not able to share it. I hope this helps.

Krys

Joanne Felci 2 · July 2017

Thanks Krys!

Wish there was an easier way...but I think I figured out what was going on for me. I did log in as the correct 'creator' but to get it to update I had to delete the dashboard then readd it (from my list - as a non creator).

In any case, I figured out my immediate need

Jen Claudy · July 2017

I'm not very experienced in creating Dashboards, but it seems like maybe you want to just recreate them and re-share them when an employee leaves. Use a User Record created specifically for that purpose, which you could even grant access to other staff when they want to create a new Dashboard, so that everything is under one User Name that will never be tied to a staff member.

I think I've read that Dashboards don't work like other pieces of RE (like Queries) where a User with Supervisor Rights can access a Query that is marked as not available to other Users. The assumption being (I'm guessing) that a User with Supervisor Rights knows what he's doing and will Save As or not mess up an existing Query that has been "protected". I would think that Dashboards would work this way as well. But apparently not.

Gina Gerhard · July 2017

You may want to consider creating a generic Admin account for the purpose of doing certain things in the system - like creating template queries, exports, etc. and creating dashboards. Then set your security so only that Admin account can create dashboards - so that they are not being created under any other user account. That way, when users leave the organization you won't run into issues?

Joanne Felci 2 · July 2017

Gina - that is a GREAT idea! I'll need to run it up the flagpole here as all this dashboard 'stuff' is way before my time

Jen - I too am not a fan of Dashboards, but the gift officers use them and that is half the battle around here. An inheritance I did not ask for

Ryan Hyde · July 2017

Joanne Felci:

Gina - that is a GREAT idea! I'll need to run it up the flagpole here as all this dashboard 'stuff' is way before my time

Jen - I too am not a fan of Dashboards, but the gift officers use them and that is half the battle around here. An inheritance I did not ask for

Aw man, I love dashboards! But mostly because they're stodgy, difficult to use, and unappealing, so making one that's actually useful and elegant is a creative challenge :P Good thing I like creative challenges so much.

Joanne Felci 2 · July 2017

Ryan Hyde:

Joanne Felci:

Gina - that is a GREAT idea! I'll need to run it up the flagpole here as all this dashboard 'stuff' is way before my time

Jen - I too am not a fan of Dashboards, but the gift officers use them and that is half the battle around here. An inheritance I did not ask for

Aw man, I love dashboards! But mostly because they're stodgy, difficult to use, and unappealing, so making one that's actually useful and elegant is a creative challenge :P Good thing I like creative challenges so much.

My predecessor LOVED using export from queries as real exports as well - trying to retrain on that thought process has been like hitting head into brick wall. And all the dashboards are based on queries for the most part...with gift summary detail (which of course is incorrect in most cases). SIGH

Steven Cinquegrana 2 · July 2017

Hi Joanne,

If you're comfortable with SQL Server Management Studio ...

SELECT

   D.[XML] DashboardName,

   U.[NAME] UserName,

   U.[USER_ID] UserId
FROM

   [EIS_DASHBOARDS] D INNER JOIN

    [USERS] U ON U.[USER_ID] = D.[USERID]
WHERE

    D.[DASHUSAGE] = 1 --User/Non-system dashboards
ORDER BY

   U.[USER_ID]

This gives (Sample Database):

608d0fc9ee0857a144156de4e17ee6db-huge-25

I hope that helps.

Cheers,

Steve Cinquegrana | CEO and Principal Developer | Protégé Solutions

PS So annoying! You can paste a picture in the editor but when you post, it's not there. [Mod please note]

Judy Spigarelli · July 2017

Ryan Hyde:

Joanne Felci:

Gina - that is a GREAT idea! I'll need to run it up the flagpole here as all this dashboard 'stuff' is way before my time

Jen - I too am not a fan of Dashboards, but the gift officers use them and that is half the battle around here. An inheritance I did not ask for

Aw man, I love dashboards! But mostly because they're stodgy, difficult to use, and unappealing, so making one that's actually useful and elegant is a creative challenge :P Good thing I like creative challenges so much.

Ryan, I love dashboards too! It is fun making them useful, and once they are, they are a quick solution for our gift officers.

Gina, great idea! I'm going to create a unique user for our shared dashboards. I'm just getting ready to launch some new ones.

Heather MacKenzie · August 2017

Stealing the idea of a generic dashboard user profile as we are getting more into dashboards here at my org..... We already have one that we use for setting up Queue module items.

How to Determine Who Created a Shared Dashboard

Comments

Categories