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Shared artifacts can only be created on dataset views, not datasets. See this article to learn more about dataset views.

All users can create and share artifacts — such as variables, filters, multitables, dashboards, and decks — with anyone who has folder permissions to a dataset view. This enables collaboration while ensuring that users don’t need access to modify the underlying dataset. By default, all users can share artifacts, but Editors can restrict this by using a folder setting.

How does it work?

Users with access to a dataset view in Crunch can create new artifacts. When creating an artifact, users have the option to share it with colleagues or others who have access to the same folder. All users with folder permission to the view will be able to see and interact with the shared artifact.

Creating new shared artifacts

There are many types of artifacts in Crunch, including variables, filters, multitables, and decks. The following example shows you how to create a new shared variable, but all artifacts in Crunch can be shared.

Creating a shared variable

To create a shared variable:

1. Click the button at the bottom of the variable sidebar to create a new variable.
2. Choose the type of variable you want to create.

   

3. Work your magic and configure the variable how you want.

   

4. Give your variable a name.
5. In the top right corner, change the Shared with drop-down to All dataset users to create a shared variable that others can see and interact with.

   

6. Click Save.

The newly created shared variable now shows in the Shared folder in the variable sidebar. All users with permission to the view can see the Shared folder and all variables saved in this folder.

Creating a shared deck

For a second example, we will show how to create a new shared deck.

1. Click the button in the top right to open the deck tray.
2. Click the caret in the top of the deck tray and choose New deck… from the menu.

   

3. Name your deck and click Create.

   

4. At the bottom of the deck tray, click Share.

   

5. In the Deck shared with drop-down, select All dataset users to create a shared deck, then click Save. Be sure to add interesting findings to your deck to share with others.

   

The newly created shared deck can be found by clicking the caret at the top of the deck tray and navigating to Switch to. Shared decks are grouped together under All users. All users can see and interact with the deck.

Sharing a personal artifact

If you have an existing personal artifact that you want to share with others, you can edit the artifact to make it a shared artifact. It is important to note that you cannot make a shared artifact personal. You can edit any artifact, but we will use a filter in the following example.

Sharing a personal filter

To share a personal filter:

1. Open the filter drop-down and locate your personal filter.

   

2. Click edit beside the filter.
3. Change the Shared with drop-down from Only me to All dataset users and click Save.

   

The shared filter will now show grouped together with all shared filters under All users. All users can see and interact with the filter.

Deleting a shared artifact

Any user with permission to the view can delete a shared artifact. There are many different types of artifacts in Crunch, but we will use a multitable in the following example.

Deleting a shared multitable

To delete a shared multitable:

1. Navigate to Multitable mode and open the My multitable drop-down to see all shared multitables.
2. Locate the shared multitable you want to delete and click edit.

   

3. Open the three-dot menu in the bottom right corner and click Delete.

   

A confirmation message appears. Click Delete to confirm:

The shared multitable will be deleted for all users.

See also

• Dataset Views