At Databricks, we purpose 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 clients of Databricks SQL.

AI/BI Dashboards are a strong strategy 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 publish, 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 wish 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 information 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 information instantly into the person’s browser, leading to lightning-fast dashboard loading and interactions.

In case you are creating your first AI/BI Dashboard, try this tutorial to get began. To be taught extra about the right way to make your dashboards extra interactive, check out our documentation on filters, parameters, and cross-filtering. And for efficiency optimization, right here’s some steerage on the right way to make your dashboards quick.

Publishing the dashboard

Through the dashboard improvement 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 will 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 possibly can select whether or not or to not embed credentials. When you 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 primarily based on the person 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’ll work together with our dashboard. When embedding credentials, It’s vital to make sure that the shared knowledge complies along with your group’s knowledge entry insurance policies.

Sharing the printed dashboard

Now that the dashboard is printed, it’s time to share it with the gross sales workforce. We are able to share with any customers or teams which are a part of our group’s Databricks account. They don’t have to have entry to our workspace.

There are two principal methods to share the dashboard with account customers:

1. Sharing with particular person customers or teams: You’ll find them within the sharing dialog’s search outcomes.
2. Sharing with the entire group: You possibly can 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. (In case you are an account admin, the next part contains extra info on the right way to 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 workforce, or when sharing to the entire group, no computerized e mail is distributed, so we’ll have to 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 once 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 accomplished 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’ll’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:

1. Manually add customers or teams to the Databricks account and easily don’t grant them workspace entry to maintain them view-only. (docs)
2. Use the Databricks Person APIs to programmatically handle person entry. (docs)
3. Use SCIM to sync customers and teams from Entra IDOkta, or one other id supplier. (docs)
4. Instantly use Seamless sharing for Entra ID customers and teams in Databricks (presently in personal preview, discuss along with your account consultant for entry).
5. Simply-in-time account person provisioning (presently in personal preview, discuss along with your account consultant for entry), which routinely provides customers to the Databricks account once they log in by your id supplier.

Conclusion

AI/BI Dashboards in Databricks supply a terrific 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 what you are promoting processes. We encourage you to dive in and begin creating your individual dashboards at the moment. To get began, discover our AI/BI Dashboards documentation and comply with our tutorial to construct your first dashboard.

For many who wish 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 filled with insights that may allow you to maximize the worth of Databricks AI/BI inside your group.

Do not hesitate to succeed in out to our workforce when you’ve got any questions or want steerage in your journey. We will not wait to see the modern methods you employ AI/BI Dashboards to empower what you are promoting and drive significant outcomes.

Glad dashboarding!