At Databricks, we intention to make it easy for enterprises to harness knowledge 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 obtainable now to all prospects of Databricks SQL.
AI/BI Dashboards are a strong approach 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 put up, we’ll have a look at among 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 need to share it with our gross sales workforce. To make it participating, we have included quite a lot of visualizations, which can interactively filter one another, permitting the gross sales workforce 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 permits Databricks to load all the info immediately into the consumer’s browser, leading to lightning-fast dashboard loading and interactions.
If you’re creating your first AI/BI Dashboard, try this tutorial to get began. To be taught extra about tips on how to make your dashboards extra interactive, check out our documentation on filters, parameters, and cross-filtering. And for efficiency optimization, here’s some steerage on tips on how to make your dashboards quick.
Publishing the dashboard
In the course of the dashboard growth course of, we collaborated with varied co-authors on the draft model of the dashboard. Now that it’s able to share extra extensively, we will Publish the dashboard. Publishing creates a snapshot of the present configuration, so when it’s shared, viewers will see this polished model as a substitute of any ongoing edits. We will at all times republish the dashboard to replace the snapshot later.
When publishing an AI/BI Dashboard, you possibly can select whether or not or to not embed credentials. If you happen to embed credentials, viewers will entry the dashboard’s knowledge and SQL warehouse utilizing your credentials, which is useful in the event that they don’t have direct entry to the supply knowledge 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 consumer or keep strict knowledge entry controls (e.g. as declared in Unity Catalog).
In my case, my gross sales workforce 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 knowledge complies together with your group’s knowledge entry insurance policies.
Sharing the revealed dashboard
Now that the dashboard is revealed, it’s time to share it with the gross sales workforce. We will share with any customers or teams which might be a part of our group’s Databricks account. They don’t must have entry to our workspace.
There are two primary methods to share the dashboard with account customers:
- Sharing with particular person customers or teams: You will discover 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 Group group, which my Databricks admin has synced with our id supplier. (If you’re an account admin, the next part consists of extra info on tips on how to add view-only customers to your Databricks account.)
If we’re sharing with a small group (20 folks or much less), they’ll robotically obtain an e mail notification from Databricks. For bigger teams, like our gross sales workforce, or when sharing to the entire group, no computerized 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 workforce are view-only customers and don’t have entry to our Databricks workspace, they’ll be prompted to log in through our id 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 another 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 executed 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 Consumer APIs to programmatically handle consumer entry. (docs)
- Use SCIM to sync customers and teams from Entra IDOkta, or one other id supplier. (docs)
- Immediately use Seamless sharing for Entra ID customers and teams in Databricks (at present in personal preview, discuss together with your account consultant for entry).
- Simply-in-time account consumer provisioning (at present in personal preview, discuss together with your account consultant for entry), which robotically provides customers to the Databricks account after they log in by means of your id supplier.
Conclusion
AI/BI Dashboards in Databricks provide an important alternative to share crucial insights and drive data-driven decision-making throughout your group. Whether or not you’re sharing with a choose group or your total enterprise, the flexibleness 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 remodel your small business processes. We encourage you to dive in and begin creating your personal dashboards as we speak. To get began, discover our AI/BI Dashboards documentation and comply with our tutorial to construct your first dashboard.
For individuals who need to see these options in motion, try our on-demand session from DAIS 2024 on YouTube, the place we showcase the newest in AI/BI, knowledge integration, and dashboard sharing. These classes are full of insights that may enable you to maximize the worth of Databricks AI/BI inside your group.
Do not hesitate to achieve out to our workforce if in case you have any questions or want steerage in your journey. We will not wait to see the revolutionary methods you employ AI/BI Dashboards to empower your small business and drive significant outcomes.
Completely satisfied dashboarding!
