Managing different dashboards for different customers

If you need to create and manage different dashboard versions for different types of customers or tenants, here are the recommended approaches:

Recommended Approach: Separate Dashboards

The best practice is to create separate dashboards for different customer types rather than using environment tags. To make this more manageable, use global datasets to share data between dashboards instead of managing datasets at the dashboard level.

Alternative Options

1. Editable Dashboard Sections

If your dashboard is mostly standard with some customized portions, or if you want completely custom dashboards that your users can customize, use editable dashboard sections. This allows you to:

• Let customers customize their own dashboard views

• Control which charts are available to different customer groups using group tags or individual customers

2. Hidden Components

For dashboards that are mostly standard with a few customer-specific elements, uou have the ability to hide components when embedding. This allows you to:

• Create a single dashboard version

• Selectively hide specific components for different customer types

• Control visibility through your embedding configuration