Share Topic

This page describes the Share Topic capability.

Share Topic

Have you found something interesting in your data? Tell everyone!

The most immediate way to collaborate on your data is to Share it directly with a co-worker on Crystal.

For example, you can share a single Topic, but you can also share a whole Data Story.

Below are the details about the capability of sharing a single Topic.

Sharing a Topic

You can easily share a Topic from its Topic Card, like this:

1. Find the “Share” button directly on the Topic Card

2. Choose one or more recipients and your Topic will automatically get sent to them!

3. Alternatively, you can also choose to:

   1. Write a customized message that will appear in the Topic introduction

   2. And / or send an email that notifies your co-workers that you shared a Topic with them.

By sharing a Topic, you are contributing to data awareness in your company!

Share Topic Options

Receiving a Topic

What if someone sent you a Topic?

This is what would happen:

1. You would receive a notification on your Crystal account, and optionally, an email notifying that someone has shared a Topic with you.

2. When you click on the notification, you would be able to see the shared Topic in your Advisor Workspace.

3. Alternatively, you would receive a customized message that will appear in the Topic intro message.

At this point, you can keep the received Topic on your Advisor and ask Crystal for it when you need it.

Open Share Notification and Read the Email

See the Shared Topic

Remember

If you receive a Topic, you will be able to see it based on your own viewing permissions.

There are two particular scenarios possible:

• If the shared Topic has Filters applied to it, you will be able to see it only if you have viewing permissions for all Filters. On the contrary, if you have viewing permissions for just some Filters or none of them, you won't be able to see the Topic. Instead, you'll receive a correlated error message.

  • For example, if the shared Topic has the "Country" Filter applied with values "Italy", "France", and "Spain", but you only have permissions for the "Italy" value, you won't see the Topic at all.

• If the shared Topic doesn't have Filters applied to it, you will be able to see it, but with you own viewing permissions applied.

  • For example, if the shared Topic contains information for Countries Italy, France, and Spain, but you only have permissions for the value "Italy" on the Filter "Country", you will see the Topic containing only information for Italy.

Keep sharing data!

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