At Databricks, we intention to make it easy for enterprises to harness information to hurry up enterprise processes and improve decision-making. AI/BI is our AI-first enterprise intelligence product, natively built-in into the Databricks Platform. It’s accessible now to all clients of Databricks SQL.
AI/BI Dashboards are a robust option to securely share key enterprise metrics, visualizations, and insights throughout your group. They are often shared with different customers in your Databricks workspace, with customers in different workspaces in your group, in addition to with Databricks view-only customers (customers who’ve been added to the Databricks account, however to not any workspace). On this submit, we’ll have a look at a number of the key AI/BI Dashboards options that allow dashboard sharing throughout your group.
Making a shareable dashboard
Let’s begin with an instance. We constructed an instance Dashboard that highlights gross sales alternatives and we wish to share it with our gross sales staff. To make it participating, we have included a wide range of visualizations, which is able to interactively filter one another, permitting the gross sales staff to zero in on the info that issues to them. Moreover, to make sure the dashboard performs easily, we restricted every dataset to not more than 100K rows. This enables Databricks to load all the info straight into the person’s browser, leading to lightning-fast dashboard loading and interactions.
In case you are creating your first AI/BI Dashboard, take a look at this tutorial to get began. To study extra about how one can make your dashboards extra interactive, check out our documentation on filters, parameters, and cross-filtering. And for efficiency optimization, right here’s some steering on how one can make your dashboards quick.
Publishing the dashboard
Throughout the dashboard growth course of, we collaborated with numerous co-authors on the draft model of the dashboard. Now that it’s able to share extra extensively, we are able to Publish the dashboard. Publishing creates a snapshot of the present configuration, so when it’s shared, viewers will see this polished model as an alternative of any ongoing edits. We are able to at all times republish the dashboard to replace the snapshot later.
When publishing an AI/BI Dashboard, you may select whether or not or to not embed credentials. When you embed credentials, viewers will entry the dashboard’s information and SQL warehouse utilizing your credentials, which is useful in the event that they don’t have direct entry to the supply information or SQL warehouses. With out credential embedding, viewers will use their very own credentials, which is critical if you wish to personalize content material based mostly on the person or keep strict information entry controls (e.g. as declared in Unity Catalog).
In my case, my gross sales staff are view-only customers. They’ve been added to our Databricks account, permitting them to view dashboards, however haven’t been added to any workspace. Thus, they don’t have entry to the dashboard’s SQL warehouse, so we’re embedding credentials to make sure they will work together with our dashboard. When embedding credentials, It’s necessary to make sure that the shared information complies along with your group’s information entry insurance policies.
Sharing the printed dashboard
Now that the dashboard is printed, it’s time to share it with the gross sales staff. We are able to share with any customers or teams which are a part of our group’s Databricks account. They don’t must have entry to our workspace.
There are two most important methods to share the dashboard with account customers:
- Sharing with particular person customers or teams: You could find them within the sharing dialog’s search outcomes.
- Sharing with the entire group: You may set the dashboard to “Anybody in my group can view.”
On this state of affairs, we selected to share with the Gross sales Staff group, which my Databricks admin has synced with our identification supplier. (In case you are an account admin, the next part contains extra data on how one can add view-only customers to your Databricks account.)
If we’re sharing with a small group (20 individuals or much less), they’ll routinely obtain an e-mail notification from Databricks. For bigger teams, like our gross sales staff, or when sharing to the entire group, no automated e-mail is distributed, so we’ll must manually share the hyperlink. To do that we’ll copy the hyperlink from the button on the backside of the Share dialog and place it on our firm wiki.
Since our gross sales staff are view-only customers and don’t have entry to our Databricks workspace, they’ll be prompted to log in by way of our identification supplier after they click on the shared hyperlink. As soon as logged in, they’ll see a dashboard-only expertise. They won’t have entry to some other Databricks workspace content material.
Including view-only customers to the Databricks account (for account admins)
Databricks account admins have the power so as to add view-only customers. That is finished by including customers to the Databricks account, however not granting them permission to entry any workspace. Customers with out workspace entry are restricted to viewing shared AI/BI Dashboards however they will’t edit them or entry different workspace content material like Workflows, ML Experiments, and so on.
Admins can do that in a number of methods:
- Manually add customers or teams to the Databricks account and easily don’t grant them workspace entry to maintain them view-only. (docs)
- Use the Databricks Person APIs to programmatically handle person entry. (docs)
- Use SCIM to sync customers and teams from Entra IDOkta, or one other identification supplier. (docs)
- Instantly use Seamless sharing for Entra ID customers and teams in Databricks (at present in personal preview, discuss along with your account consultant for entry).
- Simply-in-time account person provisioning (at present in personal preview, discuss along with your account consultant for entry), which routinely provides customers to the Databricks account after they log in by way of your identification supplier.
Conclusion
AI/BI Dashboards in Databricks provide an ideal alternative to share important insights and drive data-driven decision-making throughout your group. Whether or not you’re sharing with a choose group or your whole enterprise, the pliability and energy of AI/BI make it simple to create interactive, quick, and safe dashboards that everybody can profit from.
We’re excited to see the way you and your groups will leverage these capabilities to rework your online business processes. We encourage you to dive in and begin creating your individual dashboards as we speak. To get began, discover our AI/BI Dashboards documentation and observe our tutorial to construct your first dashboard.
For individuals who wish to see these options in motion, take a look at our on-demand session from DAIS 2024 on YouTube, the place we showcase the most recent in AI/BI, information integration, and dashboard sharing. These periods are filled with insights that can assist you maximize the worth of Databricks AI/BI inside your group.
Do not hesitate to achieve out to our staff if in case you have any questions or want steering in your journey. We won’t wait to see the modern methods you utilize AI/BI Dashboards to empower your online business and drive significant outcomes.
Comfortable dashboarding!