Share Explore answers and liveboards
There are multiple ways to share visualized data in Explore with other people. You can share answers and liveboards that you or other people created.
Save an answer or pin it to a liveboard
- Create a standalone answer
- If you select , the visualization becomes a standalone answer.
- Pin it to a liveboard
- If you select Pin, you add the answer to a new or existing liveboard. A liveboard is a live dashboard that displays multiple answers.
Share with view or edit permissions
To share an answer or liveboard with specific users or groups
within your organization, open the answer or liveboard and select
Share
. You can give them permission to View
or Edit and add a notification message.
Collections make it easier to manage permissions and share many objects at once. When you share a collection, you select the access level (view or edit) for all of the objects within it. However, users can also get permissions at the individual object level. In that case, the most permissive permission (edit) overrides the others. To learn more about collections, see Organize with collections in Explore.
Other ways to share answers and liveboards
- Email liveboards on a recurring schedule
- You can email a liveboard to specific users or groups on a recurring schedule or just once. For example, weekly at 9 a.m. Select . To send the email just once, select Send now at the bottom of the scheduling window.
- Sync answers or liveboards to an external application
- Using the Sync feature, you can push answer or liveboard data from Explore to an external app, such as Slack or Microsoft Teams. See Sync Explore data to external applications.
- Add answers to a Google or Microsoft document
- Using plugins for Google and Microsoft products, you can add an answer to a spreadsheet or presentation. Update the data by clicking a button or (for some products) automatically on a schedule. To use the plugins you must have the Data Downloading role in Explore. See the ThoughtSpot documentation for:
- Embed the Explore liveboards in InsuranceSuite apps
- Embed liveboards in InsuranceSuite apps so that users can use analytics insights in their everyday work. See Embed Explore liveboards into InsuranceSuite.
- Present liveboards
- To present a liveboard as a slideshow, select . If you select this option on a specific answer within a liveboard, the slideshow opens on that answer.
- Copy a link to an answer
- To copy a direct link to an answer that's on a liveboard, select .
- Download answers or liveboards
- For individual answers, you can download a PNG, Microsoft Excel (XLSX), or CSV file. Select .