Share a Workbook

You can share a workbook in Oracle Analytics with others by copying and sharing the workbook URL.

LiveLabs Sprint

You must save the workbook in a shared folder and grant appropriate privileges to the workbook.

How the workbook is displayed when the user opens it depends on the user's permissions and how the workbook was set up.

• If the shared workbook contains a dashboard and the user has read-only permissions, then the workbook's dashboard is displayed and the user can't access the workbook in the Visualize page.
• If the shared workbook is displayed as a presentation flow in the Present page, then how the dashboard and canvas preferences are set determines how the user can interact with the presentation flow or dashboard in Preveiw. See Open the Presentation Flow.
• If the workbook doesn't contain a dashboard and the user has read-only permission, then the workbook is displayed in the Visualize page. The user can change filter values, add filters, export, sort, and drill in the Visualize page.

1. On the Home page, hover over a workbook, click Actions (), then select Open.
2. Save the workbook to a shared folder.
   If you don't have a shared workbook folder, click Save As, New Folder, enter a name and click Create.
3. Grant roles to the shared workbook to enable users with the same roles to view or edit the workbook as appropriate.
   1. In the Home Page, click Navigator, and then click Catalog.
   2. Click Shared Folders, and then navigate to the shared workbook.
   3. Hover over the workbook, click Actions, and click Inspect.
   4. Click the Share tab.
   5. Add or edit roles as appropriate.

      Role	Description
      BI Consumer	Enables users with this role to view workbooks and control which filters they use.
      BI Content Author	Enables users with this role to edit workbooks.

4. Copy the workbook URL and share with your users.
   Users can now access the workbook from the catalog.