Is there a way to lock Datasets and Analysis so users can still see the details, are unable to edit them, but are able to copy them and edit that version of the Datasets and Analysis?
I want the ability to have new QS users copy a simple dataset and analysis to help them get started with their QS journey.
As far as i know QuickSight doesn’t have a built-in “lock” feature that makes datasets and analyses completely read-only while still allowing users to copy them. However, you can achieve a similar outcome using QuickSight’s permission system:
Potential Approach
For Datasets:
Grant users Viewer permission on the dataset rather than Co-owner permission
Viewers can use the dataset in their own analyses but cannot edit the original dataset
For Analyses:
Share the analysis with users as Viewers (not Co-owners)
Enable the “Allow save as” permission on the dashboard level
This allows users to convert the dashboard into a new analysis that they own and can edit freely, without affecting your original
Possible steps -
Users with Viewer permission get read-only access to your resources
The “Allow save as” permission lets users create their own copy of a dashboard as a new analysis
Their copy is completely independent - they can edit it as desired without overwriting your original
This privilege may only works if the user is at least a Viewer on all linked datasets
Things to remember and be mindful :
Changes to analyses cannot be easily undone, so it’s recommended to create copies before making changes
Only Authors (not Readers) can use the “Save As” feature
Dataset permissions and analysis permissions are managed separately, so you’ll need to grant appropriate access to both