Quick BI:Datasets

Use cases

Scenario 1: Grant edit permission

In private mode, only the resource owner and workspace administrators have edit permission. To grant edit permission to specific members, you must first switch to collaboration mode.

• When you select Specified members, you can grant edit permission on the dataset to developers in this workspace.

• When you select All Workspace Members (only members with dataset edit permission), all members in the workspace can edit the dataset.

1. On the centralized authorization page, select the target workspace and the dataset resource.

   

2. In the Collaborative Authorization pane on the right, configure the edit permission property and grant the permission.

   The following figure shows an example of granting edit permission to Developer B by setting the Edit Permission property to Specified members.

   Note

   After you select the Edit permission, Developer B can edit or use the dataset. You can later modify the permissions and select only Use to grant Developer B use permission.

3. Optional: Set up permission synchronization.

   If Developer B also needs to collaboratively edit other datasets in this workspace, click Synchronization Settings, select the target datasets, and then click Sync.

   For example, if Developer B is granted edit permission for the Regional Brand Sales Data dataset, after permission synchronization, Developer B can also edit the Annual Sales Dataset.

   Note

   Synchronization mode supports incremental synchronization and overwrite synchronization.

   • Incremental synchronization: Adds new permissions to the target resources without affecting their existing permissions.

   • Overwrite synchronization: Clears all existing permissions on the target resources and replaces them with the permissions from the source resource.

Scenario 2: Grant use permission

You can grant use permission to all users in the organization who have the "Use Datasets" permission. This covers two types of users:

• Workspace members: Members whose workspace role supports granting dataset use permission.

• Organization members: Members whose organization role supports granting dataset use permission.

Scope of use after authorization:

After a user is granted the permission, the available operations depend on their workspace:

• Members of the dataset's workspace: Can create items such as dashboards and spreadsheets using the dataset.

• Members of other workspaces: Can perform exploratory analysis on the dataset.

1. On the centralized authorization page, select the target workspace and the dataset resource.

   

2. In the Collaborative Authorization pane on the right, select the use permission property and grant the permission.

   

3. Optional: Set up permission synchronization.

   If Developer B also needs to use other datasets in this workspace, click Synchronization Settings, select the target datasets, and then click Sync.

Other dataset permissions

You can also configure more granular permissions for a dataset.

• Row-level permission: Restricts the visible range of field values. When users query fields in a dashboard, they can only view field values permitted by the rule, which ensures data security.

  On the centralized authorization page, select the dataset and click Enable row-level permissions as shown in the figure. For authorization instructions, see Row-level permission.

  

• Column-level permission: Hides or masks specific fields. When users query fields in a dashboard, they can only view field values permitted by the rule, which ensures data security.

  On the centralized authorization page, select the dataset and click Enable column-level permissions as shown in the figure. For authorization instructions, see Column-level permission.