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Configure Dashboard Data Visibility in Lightning Experience

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Configure Dashboard Data Visibility in Lightning Experience

You can change the running user to control which data is visible to viewers.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
   
To create, edit, and delete dashboards created by you in a public folder: Run Reports AND Create and Customize Dashboards AND Edit My Dashboards
   
To edit and delete dashboards that you didn’t create in a public folder: Manage Dashboards in Public Folders
To create, edit, and delete dynamic dashboards: Manage Dynamic Dashboards
To specify a running user: View My Team's Dashboards OR View All Data
   
  1. Edit a dashboard, and click the gear icon to open the Properties menu.
  2. Under View Dashboard As, select the running user.
    Running User Visibility
    Me You’re the dashboard creator, and any viewer sees data in the dashboard according to your access to data.

    For example, if you can see opportunities only in Canada, the dashboard viewer only sees data about opportunities in Canada.
    Another person The dashboard viewer sees data in the dashboard according to the data access level of the person that you specify.

    For example, if you choose someone who can see opportunities from any country, the dashboard viewer sees data about opportunities from all countries.
    The dashboard viewer The dashboard viewer sees data based on their own access to data. This type of dashboard is called a dynamic dashboard because it changes based on the viewer’s privileges.
  3. To enable viewers with appropriate user permissions to choose who they view the dashboard as, select Let dashboard viewers choose whom they view the dashboard as. If the viewer has View My Team’s Dashboards permission, they can view the dashboard as themselves or as anyone beneath them in the role hierarchy. If the viewer has View All Data permission, they can view the dashboard as anyone.
  4. Click Save, and from the Dashboard Builder, click Save again.

When a user opens your dashboard, they see data as the person that you specified.

 
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