Sharing Files

Share a Better Analyst chat or chart with a public link, copy personal files and data sources to your team, and download results for people without an account.

You can share work from Better Analyst in three ways: a public link that anyone can open, a copy in your team workspace, or a file you download and send yourself.

Share a Chat

  1. Open the chat.
  2. Select Share in the chat header. The Share Chat dialog opens.
  3. Turn on Public access.
  4. Copy the link and send it.

Anyone with the link can view the chat. They see the conversation with its charts and tables, and can open files attached to the chat under View Files. They can't ask new questions, and they never see your data source credentials.

To stop sharing, open Share again and turn Public access off. The link stops working right away.

A public link works for anyone who has it. Check the chat and its files for anything confidential before you turn on public access.

Share a Chart

  1. On a chart in a chat, select Share (its tooltip says Share chart). The Share Chart dialog opens.
  2. Optionally change the Title shown on the shared page.
  3. Turn on Public access.
  4. Copy the Share link, or the Embed code to put the chart on a web page.

Anyone with the link can view the chart and its calculated data. Saved changes to the chart appear when the link or embed is reopened or refreshed. On paid plans (Pro, Team, and Enterprise) shares have no badge, and you can also choose a Brand Kit under Public branding. See Sharing web dashboards.

Share a Dashboard

Dashboards have their own Share button with a Public link switch and an embed code. See Sharing web dashboards.

Copy Personal Work to Your Team

If you belong to a team, you can copy work from your personal workspace into the team workspace. The original stays in your personal workspace, and the team gets its own copy it can edit.

  • Files: in the Library, open Uploads, select files, and choose Copy to team. You can also choose Copy to team from a file's row menu.
  • Data sources: in the Library, open Connectors, open a data source's settings, and choose Copy to team.
  • Tasks, Data Flows, agents, and Brand Kits have a Copy to team action on their own pages.

Choose the team, review anything that's copied along with it, and confirm. Copy to team only shows while you're in your personal workspace.

What Can't Be Made Public

Some work can't get a public link, because it holds data filtered for one person or is meant to stay in your team:

  • Private chats. A chat that uses a data source with per-member rules is visible only to the person who ran it. The Share Chat dialog says: "This chat uses data filtered for you, so it can't be shared publicly." Charts and reports from these chats can't be shared either.
  • Per-viewer dashboards. A dashboard that shows each viewer their own rows can't have a public link or an embed. See Per-viewer dashboards.
  • Chats that continue in Slack stay within your team.
  • Items in a private project can get a public link only from an owner or admin. See Private projects.

In a team, who can make a chat, dashboard, or chart public depends on who created it. See Roles & Permissions.

To share results from a private chat, download them and send the file instead.

Download and Send

For people who don't use Better Analyst, download what you need and send the file:

  • Tables as Excel or CSV.
  • Charts as images.
  • Reports as PDF.

See Exporting data for each format.

Before You Share

  • Check for personal or customer data, and remove or anonymize it.
  • Follow your company's data policies.
  • When in doubt, download only the result you need instead of sharing the whole chat.

Next Steps