HyperBI / QuickSight

3 min

Workflow to create/share

QuickSight: Create dataset -> Create analysis -> Share::Publish dashboard -> Share::Share dashboard -> Choose user(s) or group(s) (see limitations)

HyperPortal: Set a HyperBI users group with a HyperBI permission for User.

How it works

When user go to HyperBI page in the portal first time, app create user account on the QuickSight side with parameters:

name: prod|staging -statistics-service-QuickSightEmbededRole-TD33LV1COFEG/ tenantId -- user title - user entityId

email: tenantId -- user title - user entityId

Also user will be added to group of own tenant: tenantId - staging|prod . This group will be created when some user open HyperBI page first time from this tenant.

Limitations

So, from the above text, we get limitation:

That we can share dashboard for group: some users should the first visiting page HyperBI in the portal that app will create group of tenant in the QuickSight.

That we can share dashboard for user: users should visiting page HyperBI in the portal the first that app will create user account in the QuickSight.

Recommendations

You can share dashboard to tenant group and all users will see it at once and you don't need share dashboard for each user. Use sharing for user when you want to show the dashboard not to everyone with HyperBI permission users.