Dashboard Guide: Sharing a Dashboard in an Email
Sharing your dashboard with your colleagues via email can be a game-changer. It lets you keep everyone in the loop and ensures everyone can access the latest data in just a few clicks.
Imagine you’re a marketing manager at a growing tech company. You’ve recently created a dashboard that tracks your department’s key performance indicators (KPIs). To keep your team informed, you’d like to share this dashboard with them via email. Here’s how you can do it:
Export the Dashboard as an Image or PDF:
- Open your dashboard application (e.g., Microsoft Power BI, Tableau, Google Data Studio, etc.).
- Navigate to the specific dashboard you’d like to share.
- Find the “Export” or “Download” option in the menu, toolbar or by right-clicking on the dashboard.
- Select “Image” or “PDF” as the preferred file format. This will save a snapshot of your dashboard to your computer.
Tips and Tricks:
- Consider scheduling regular email updates with an updated dashboard (e.g., weekly or monthly). This helps your team stay informed and engaged with the data.
- If your dashboard application supports it, you can use built-in email-sharing features to automate the process of sharing your dashboard.
- For large files or interactive dashboards, consider sharing a link to the dashboard in your email rather than an attachment.