I have created a daily sales dashboard that I share with stakeholders. Sometimes, stakeholders are not satisfied with the sales values shown on the dashboard and want to update them.
I would like to provide a way for stakeholders to directly edit the sales values they see on the dashboard.
Edit History Tracking:
Since there are multiple stakeholders, I would like to maintain an edit history that shows who changed the sales values and when
Restricted Access to Order Count:
In addition to sales data, my dashboard also shows order count information.
You would like to restrict the stakeholders’ ability to edit the order count, even though they can edit the sales values.
In summary, I am looking for a solution that enables stakeholder-level editing of sales values, maintains a clear audit trail of those edits, and provides the ability to selectively restrict access to certain metrics (like order count) on the dashboard.
Hi @amanstva and welcome to the Quick Sight community!
In terms of creating a way for users to ‘edit’ the values, while it would depend a bit on how you ideally would like to setup, you would need to incorporate a number parameter for the value and setup as a text field so that it could be ‘edited’.
Then you would need to incorporate that parameter in to any calculations you are using the standard sales value(s) in. You can set the parameter’s default value to what you’d like it to be setup as.
Again, I’m not quite sure how you have your dashboard setup so the ability to achieve this would be dependent on that.
While Quick Sight does not have a native user tracking system that can achieve this type of outcome, there are some metrics that can be observed. Check out the link below that dives in to the usage of an Administrative console:
In terms of restricted access, if you’re just trying to keep users from editing the order count, just use normally without parameters as that will limit them from having access to make changes.
If you’d like to restrict their access to view order counts, you would need to implement RLS or CLS
There have been other past requests in the community that revolve around an enhanced ability to view user integration in dashboards so I’ll mark this as a feature request to promote visibility to the support team.
Following up on @Brett 's post above, there is currently no way for the data that you see in visuals to be edited in Quick Sight and then sent back to your data source.
Brett’s solution will work if you have values that need to be manipulated for calculations but not have an affect on your data source.