View Dashboard As versus dynamic dashboards
Key Takeaway
The View Dashboard As setting decides whose access determines what a dashboard shows. "Me" and "Another person" make it static, so everyone sees the same data. "The dashboard viewer" makes it dynamic, so each viewer sees only the data they can access.
Every dashboard shows data through the eyes of a running user. The View Dashboard As setting decides who that running user is. You can pick one fixed person, or you can pick the dashboard viewer. Your choice decides whether the dashboard is static or dynamic.
How View Dashboard As decides what viewers see
A viewer sees dashboard data based on the running user's privileges and access. View Dashboard As gives you three options for the running user:
| View Dashboard As option | Whose access decides the data | Type of dashboard |
|---|---|---|
| Me | Your access as the dashboard creator | Static |
| Another person | The access of the user you pick | Static |
| The dashboard viewer | Each viewer's own access | Dynamic |
A static dashboard shows data using the running user's privileges, so everyone sees the same data. Unlike a static dashboard, a dynamic dashboard shows data based on the logged-in user. It is called dynamic because it changes based on the viewer's privileges.
For example, imagine you can see opportunities only in Canada and you pick "Me". Every viewer then sees only Canadian opportunities. If you pick "Another person" instead, and that user can see opportunities from any country, every viewer sees opportunities from all countries.