How to Publish or Share Dashboards

For dashboard / report (e.g., Power BI) publication or to share with other individuals:

1. Send an email or complete a form?

2. Briefly describe the purpose of the dashboard. If PHI or other sensitive data is included, provide the reason for inclusion.

3. Have a project lead (or another administrator within the business unit) send an e-mail stating their approval of the dashboard and that it will be the responsibility of the business unit to notify IT when individuals no longer require access to the dashboard.

4. Provide a Variable Dictionary, spreadsheet, list, etc. of all variables included in the data dashboard. If easier please share the dashboard for review.

5. List the individuals who will be receiving access to the dashboard as well as the access type (i.e., view-only, ability to share, download and/or print,etc.).

6. Here are some guidelines to follow when publishing dashboards:

  • Only share with authorized individuals
  • Ensure that dashboard settings are set appropriately (i.e., end user cannot edit). Some common settings to be mindful of include printing, sharing, exporting abilities.
  • Individuals who no longer need access to the dashboard should have their access disabled/removed. Inform UHealth IT if individuals authorized, have left, transferred or otherwise have no further need of the dashboard.

Other Requests

For requests other than those listed below, please submit a Data Broker Services (Clinical) Request form under “Employee Center” – “Data Extract or Reports” available on the UHealth IT Service Now Portal Catalog Filters. For more information, visit this page.

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