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Collaborating on dashboards/queries



Posted Nov 30, 2020

We have found having multiple administrators globally is very difficult to collaborate well on queries and dashboards.

When one person has a query or dashboard open, the other administrators are not able to see that query/dashboard in edit mode. This means we are not able to help each other out while someone else is offline. For example, if someone in the EMEA opens several queries in several tabs, they are now locked and cannot be worked on by someone in the AMER/APAC. Whilst we understand this is important for keeping good versioning and avoid data ownership conflicts, it means it is near impossible for more than one person to administrate Explore; this is unworkable for us.

Would it be possible to introduce better collaboration methods? Like you have in a Support ticket, where multiple people can access a ticket and you can see who else is editing?
Or at the very least would it be possible for the first person opening the dashboard/query to get write access and the next person accessing it to get read-only access?


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+1 This has been a pain point for everyone from Team Leaders to Admins who all work on queries for their teams. With everyone spread out, it makes it extremely difficult to collaborate on queries with each other, or simply view a query just because someone else already has it open. This definitely needs to be improved. 

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Walter Bellante

Zendesk Product Manager

Hi @... and @Mark Powell,
thanks for sharing your feedback about how you currently collaborate within Explore.

I see you find it hard to work on the same query and dashboard.
Where do you see the biggest impediment?
Is it when working on the same query or when working on the same dashboard?

Answering this question would help us to prioritize and address your need.

Regards,
Walter

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Hi @...,

In the case of my organization, the biggest impediment is when attempting work on the same query.

As Mark points out, though, working on the same dashboard can be difficult.

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Hi @.... Thank you for your follow up.

1. I think the biggest impediment is working on the same query. This is because there is no way for another user to even view the query in read-only mode.

2. At least on the dashboard side, another user could view the published version of the dashboard. However, it would still be an important improvement for an admin to be able to view the current unpublished changes in read-only mode even if another user was editing.

Thanks.

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