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Workday Adaptive Planning Knowledge Center

Share Perspectives

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Explains how to use dashboards to share a perspective, its dashboards and charts with others. Includes how to edit and publish shared content.

Sharing a perspective lets you collaborate with others by giving users and groups view or edit access to your dashboards and charts.

Perspectives are personal or shared. Personal and shared perspectives are contextual and will display in your perspectives overview only when they have content. The following shows personal and shared perspectives in list view and grid view:

Personal and Shared Perspectives in Grid View

When you share a perspective, you and others with Edit access can:

  • Share or unshare shared perspectives with users and user groups.
  • Check out, lock, and edit a perspective.
  • Publish and unlock a checked out perspective.

Before You Begin

  • Required Permission: Access Dashboards.
  • Edit access to a private or shared perspective. 

Learn how to create user groups. 

How You Get There

Navigation Icon5.png From the nav menu, click Dashboards to display the perspective overview.

Share or Unshare a Perspective

You can share Personal perspectives with anyone who has access to Dashboards. You can give others view or edit access to the perspective. You can share or unshare Shared perspectives if you have Edit access to the perspective.

Pick Users When Sharing a Perspective

Share a Perspective

  1. On the perspective, select the More iconMore Iconand select Share.
  2. Browse or search for people:
    • Filter by All, Users, User Groups, Can View, or Can Edit.
    • Search for a user or group. Type a name or email address. Auto-complete filters the list as you type.
  3. For each user or user group, select View or Edit access.

Unshare a Perspective

You can unshare a perspective if you have edit access and if the perspective is checked in and published.

On the perspective, select the More iconMore Iconand select Unshare.

Check out a Shared Perspective

Anyone who has edit access to shared perspectives can edit the contents of the perspective, including dashboards and charts. In grid mode, the Owner icon Disc-ownerSharedPerspective_icon.png displays in the a perspective tile indicating that you created the perspective and are the owner.

You must check out the perspective to edit it and any dashboard or chart – even if you are the owner. Checking out a shared perspective locks it and moves a version of the perspective into your personal folder until you publish the changes. Locking prevents others from editing the perspective. Others can continue to view the current, published version.

Edit the Contents of a Shared Perspective

  1. On the shared perspective, click the More icon More Icon and choose Checkout. The following shows two grid views of the checked out and locked Company Summary perspective:

Example Views of Perspective as Seen by Editor and Owner

1 View from the person who checked out the perspective. The shared perspective displays in the personal and shared folders. The Edit icon DIS-editShareIcon.png indicates that the perspective is checked out for editing. The Lock icon DIS-lockIcon.png indicates that the perspective is checked out and unavailable for others to edit.

2 View from the owner. The owner can see that the perspective is checked out by another person. Hover over the Lock icon to see who has the perspective checked out.

  1. Select the perspective to access the contents.
  2. Select Edit Icon and make your changes. Click Done when you are done editing.

Publish the Perspective

You can publish the perspective when you are ready to make the changes viewable to others who have shared access to this perspective. Publishing checks the perspective in and makes it available for others to view, check out and edit, or delete. You can publish a perspective when you see the Edit icon:

Perspective to Publish

  1. On the perspective, select the More icon More icon and select Publish. In Grid view, the perspective no longer displays in your personal folder.

Others can view your changes and check out the perspective for more edits.