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Hi Community I need your inspiration for a big challenge of mine: Share an Insight made on a dashboard to colleagues with the least amount of effort.
 

a bit of context:
I have an Analytical Dashboard, it is not ment for Management and its not Operational. Its purpose is for Process managers to analyze the visuals and find inefficiencies. Now quite naturally if the enduser found something they want to communicate this finding (current Values+ be able to document which filters allowed to come to this finding).

 

Receivers of those findings could be:

  • other Users of the same Celonis Dashboard
  • or persons which do not have Celonis access and also should not have it.

Ideally I would like to have a Button or Action within a table called “Share Insight” which automates the  process for the enduser as much as possible.

 

My initial thoughts around this:

“Export PDF” is nice to share with non-celonis users. “Share Link to this view” (with Filters) is great to share with those who have viewing rights on the same dashboard. Both of those ways require however manual clicking and copy pasting and then sending e.g. via Teams, or Mail or creating a JIRA Ticket.

Is someone aware if those two capabilities could be combined with Send-Email or any action Flow ?

Is it possible to generate the url that is generate with “Share link to this View” button in any other way behind the scenes?
Do you have similar challenges or other ideas on how to tackle this requirement?
 

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