diff --git a/_docs/master/documents/introduction.md b/_docs/master/documents/introduction.md index 0f2cd19fd0..23a307e36c 100644 --- a/_docs/master/documents/introduction.md +++ b/_docs/master/documents/introduction.md @@ -58,6 +58,7 @@ To edit a chart, click the **three-dot** menu in the chart's upper right. You ca - Edit visualization - Edit query - Replace the chart with another question or model +- [Download results](../questions/exporting-results#exporting-results-from-document-cards) Edits only affect the chart in the document. If you added the chart from a collection, Metabase will have created a copy of the chart. Any changes made to the chart in the document won't affect the original question. @@ -130,6 +131,10 @@ This deletion is permanent. To print a document, click on the **three-dot** menu and select **Print document**. +## Sharing documents + +Admins can create [public links](../embedding/public-links#create-a-public-link-for-a-document) to share documents with anyone. + ## When to use a document vs. a dashboard Documents and dashboards both have their use cases. diff --git a/_docs/master/embedding/public-links.md b/_docs/master/embedding/public-links.md index 76237e2f0f..b9a37d516d 100644 --- a/_docs/master/embedding/public-links.md +++ b/_docs/master/embedding/public-links.md @@ -16,7 +16,7 @@ redirect_from: > Only admins can create public links and iframes. -Admins can create and share public links (URLs) for questions and dashboards. People can view them as standalone destinations (URLs) or as embedded iframes in another page or app. In both cases, the public item will display static (view-only) results of your question or dashboard, so visitors won't be able to drill down into the underlying data on their own. +Admins can create and share public links (URLs) for questions, dashboards, and documents. People can view them as standalone destinations (URLs) or as embedded iframes in another page or app. Public items display view-only results of your question, dashboard, or document, so visitors won't be able to drill down into the underlying data on their own. ## Create a public link for a question @@ -46,6 +46,12 @@ To share a dashboard via a public link, admins can click on the **Sharing** butt To embed a dashboard, see [static embedding](./static-embedding). +## Create a public link for a document + +To share a document via a public link, admins can click on the **Sharing** button in the top right menu and select **Create a public link**. + +Public documents are read-only: viewers cannot edit the content or add comments. For charts embedded in the document, viewers can download the results in CSV, XLSX, or JSON format using the **Download results** option in the chart menu. + ## Exporting raw, unformatted question results To export the raw, unformatted rows, you'll need to append `?format_rows=false` to the URL Metabase generates. For example, if you create a public link for a CSV download, the URL would look like: @@ -162,7 +168,7 @@ To disable public sharing: 3. In the **Settings** tab, select **Public sharing**. 4. Toggle off **Public sharing**. -Once toggled on, the **Public sharing** section will display Metabase questions, dashboards, and actions with active public links. +Once toggled on, the **Public sharing** section will display Metabase questions, dashboards, documents, and actions with active public links. If you disable public sharing, then re-enable public sharing, all your previously generated public links will still work (as long as you didn't deactivate them). @@ -187,7 +193,7 @@ Admins can view and deactivate all public links for a Metabase. ## See all publicly shared content -Admins can see all publicly shared questions, dashboards, and actions in **Admin Settings > Public Sharing**. +Admins can see all publicly shared questions, dashboards, documents, and actions in **Admin Settings > Public Sharing**. ![See shared content](./images/see-shared-content.png) diff --git a/_docs/master/questions/exporting-results.md b/_docs/master/questions/exporting-results.md index 770727e4a4..441291a616 100644 --- a/_docs/master/questions/exporting-results.md +++ b/_docs/master/questions/exporting-results.md @@ -77,6 +77,21 @@ By default, Metabase will export first 1048575 rows of results. When exporting results to an Excel document (.xlsx), Metabase will limit the number of characters per cell to 32,767, which is the [character limit enforced by Excel](https://support.microsoft.com/en-us/office/excel-specifications-and-limit-1672b34d-7043-467e-8e27-269d656771c3). If you have a bonkers number of characters in a single cell, Metabase will truncate the content to fit within that limit. +## Exporting results from document cards + +You can download results from charts embedded in [documents](../documents/introduction). + +To export results from a chart in a document: + +1. Hover over the chart in the document. +2. Click on the three dot menu (**...**). +3. Select **Download results**. +4. Choose your format: .csv, .xlsx, or .json. + +You can export results as formatted or unformatted (hold `Option` on Mac or `Alt` on Windows when clicking the format). + +If you don't see the **Download results** option, you may not have [permissions to download results](../permissions/data#download-results-permissions). + ## Exporting data via a public link You can create a [public link](../embedding/public-links#public-link-to-export-question-results-in-csv-xlsx-json) that people can use to download data in a specific format, as well as [raw, unformatted question results](../embedding/public-links#exporting-raw-unformatted-question-results). diff --git a/_docs/master/troubleshooting-guide/row-and-column-security.md b/_docs/master/troubleshooting-guide/row-and-column-security.md index 68a30d0981..9b70d09090 100644 --- a/_docs/master/troubleshooting-guide/row-and-column-security.md +++ b/_docs/master/troubleshooting-guide/row-and-column-security.md @@ -184,6 +184,5 @@ The administrator can [create a new group][groups] to capture precisely who's al [row-permissions]: /learn/metabase-basics/administration/permissions/data-sandboxing-row-permissions [row-and-column-security]: ../permissions/row-and-column-security [static-embedding]: /learn/metabase-basics/embedding/charts-and-dashboards#enable-embedding-in-other-applications -[row-and-column-security-limitations]: ../permissions/row-and-column-security#limitations [troubleshooting-permissions]: ./permissions -[unsupported-databases]: ../permissions/row-and-column-security#limitations +[unsupported-databases]: ../permissions/row-and-column-security#limitations-of-row-and-column-security diff --git a/_site/docs/all.html b/_site/docs/all.html index 50a337d456..dbbb7db5e4 100644 --- a/_site/docs/all.html +++ b/_site/docs/all.html @@ -173,8 +173,15 @@ -
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