Launched: Allow Analysts to create reports without Modeling access

Product Releases
1

New Use-case Supported:

Admins can allow Analyst role to explore and create reports from any datasets without granting them the access to Data Modeling Layer.

How to do:

  • Step 1: Don’t share with these Analysts the access to data source. Otherwise, you need to un-share it with them in Data Source page:

    Screen Shot 2021-12-21 at 15.34.11
    Screen Shot 2021-12-21 at 15.34.111011×418 43.4 KB

  • Step 2: Share with them the datasets you allow them to explore and create reports from:
    Screen Shot 2021-12-21 at 15.35.12

What's changed in Analyst's Permission:

In brief, the Analyst's Permission will be changed as follows:

Before:

  • If Admins share Data source access to Analysts, they will be:
    • Able to access and edit all child items as usual
    • Unable to edit the data source
  • If Admins only share Dataset access to Analysts, they will be:
    • Able to access and explore reports from that dataset.
    • Unable to edit anything & create reports from that dataset

After:

  • If Admins share Data source access to Analysts, they will be:
    • Able to access and edit all child items as usual
    • Unable to edit the data source
  • If Admins only share Dataset access to Analysts, they will be:
    • :new: Able to access, explore, and create/edit reports from that dataset.
    • :new: Unable to edit the dataset and access higher-level items (data model, data source)

For more information, please visit our public doc here: Permission System | Holistics Docs

4 Likes