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Version: 0.35.7

Work with Others

DataChat provides several ways to work with others in your organization.

From the Homepage

From the homepage, you can share DataChat objects with others in your organization. Refer to the DataChat Objects section for more information.

Within a Session

Charts

Once you've created a chart or table, the chart menu includes four options for sharing

chart menu

From top to bottom:

  • Click the Copy link to clipboard button to generate a URL that is copied to the clipboard. When the recipient clicks on the link, the interactive chart opens in a browser window.

  • Click the Export chart button to download the chart as a PNG file. Unlike the browser link described above, the static image is not interactive.

  • Click the Export the chart's data button to download the dataset that was used to create the chart as a CSV file.

  • Click the Publish button to publish a chart to an Insights Board. You can then share the Insights Board with others in your organization.

Tables

A dataset selected in the dataset panel includes two options for sharing.

panel Grid table menu

  • Click the Publish button to publish a table to an Insights Board. You can then share the Insights Board with others in your organization.

  • Click the Export table button to run the Export skill. The selected version of the dataset in the table is saved as a CSV file and the success message in the chat panel displays the link. Click on the link to download the CSV.

Collaborate with Others

With the Collaborate skill, you can work with another user in real time by temporarily granting them access to your session. When you end the session, the user you’re collaborating loses their temporary access.