Downloading insights should honor personalized views, applied dynamic group bys, etc

[IamtheLaw382]

We have users who have set up personalized views to try and make commonly available dashboards more salient to them.  However, when they download insights it does not reflect what is shown on screen.  It'd be great if, when downloading an insight, it reflected only the data that was shown (reflecting personalized views, dynamic measures, dynamic group bys, etc etc). Or have it be a download option.

[mmastropaolo]

Great idea! However, sometimes its not always needed so perhaps it could be a toggleable option to include all columns versus just those displayed?

[IamtheLaw382]

@mmastropaolo , I think that's a great idea!

[OmneyaRabie]

Today, Incorta download honors the applied dynamic group bys, the dynamic measures, and the sorting in tables. All of them are considered part of the insight state. 

[IamtheLaw382]

I just tested and this DOES NOT work for Personalized Views in 2024.7.1. Can you confirm whether the personalized views are supposed to work or which version they're supposed to work on?

[OmneyaRabie]

Yes, It is in the usual view mode, not the Personalized Views.

[IamtheLaw382]

The request was to have the downloads reflect the personalized view as well. 

[Adetweiler]

Cross posting my 2022 request for same: Customization of Dashboards - Incorta Community would spare us 100s of dashboards copy if this could be accomplished (another 100 if you could allow users to send dashboards when they cant edit! 

[IamtheLaw382]

@OmneyaRabie , wanted to BUMP this.  The personalized view/download conversation came up again today.  I'd like to ensure this is treated as its own feature if it's not going to be capture in this enhancement. Honestly, this should not be in the "delivered" category at all.