Dashboard data classification

Every dashboard is different, and depending on the data source you are connecting to, you will likely find that you and the colleagues you share with will need to take different precautions depending on the sensitivity of the data. Some dashboards should never be shared with those outside your company or printed out, while others can be shared freely. By using dashboard data classification, you will be able to raise awareness with those viewing your dashboards about what level of security should be used. You can tag your dashboards with classifications defined by your company’s IT department, so everyone viewing the content will have the same level of understanding around the sensitivity of the data.

Setting a dashboard’s classification

If data classification is turned on for your company, all dashboards start out with a default classification type, but as a dashboard owner, you can change the classification to match your dashboards security level.

To change the classification type, do the following:

  1. Go to the dashboard settings by selecting the ellipsis next to the dashboard name and select Settings.

    Screenshot of a dashboard, showing the Settings selection.

  2. Under Dashboard settings, you will be able to see the current classification for your dashboard and use the drop down to change the classification type.

    Screenshot of the dashboard settings, showing a current classification and the Data classification drop down selection.

  3. Select Apply when finished.

After you apply the change, anyone you shared with will see the update the next time they reload the dashboard.

Working with data classification tags as an admin

Data classification is set up by the global admin for your organization. To turn data classification on, do the following:

  1. Select the Settings gear and select Admin portal.

    Screenshot of the Settings gear, showing the Admin portal selection.

  2. Under Tenant settings > Dashboard settings, switch Data classification for dashboards to Enabled.

    Screenshot of the Admin Portal, showing the Tenant settings and the Data classification for dashboards and reports selection.

Once turned on, you will be presented with a form to create the various classifications in your organization.

Screenshot of a form, showing field entries for various classifications in your organization.

Each classification has a name and a shorthand tag. You can optionally add a URL that contains more information about your organization’s classification guidelines and usage requirements. The owner will be able to see the type by checking the dashboard settings.

The last thing you need to decide is which classification type will be the default.

Once you fill in the form with your classification types, select Apply to save the changes.

Screenshot of a form, showing filled entries with the classifications types to apply.

At this point, all dashboards will be assigned the default classification. Dashboard owners can now update the classification type to the one appropriate for their content. You can return here in the future to add or remove classification types or change the default.

Note

There are a few important things to remember when you come back to make changes:

  • If you turn data classification off, none of the tags are remembered. You will need to start over if you decide to turn it back on later.
  • If you remove a classification type, any dashboards assigned the removed classification type will be assigned back to the default until the owner goes and sets it again.
  • If you change the default, all dashboards that weren’t already assigned a classification type by the owner will change to the new default.