Strategy One

Certify Dashboards, Documents, Reports, Datasets, and Cubes

Dashboards, documents, reports, datasets, and cubes can be certified by users with certain permissions. Certified items have typically been reviewed by trusted members of your organization and are considered official sources of content, based on reliable data.

For example, the Marketing department can publish a certified dataset, providing other users with a shared and reliable source of data that has been vetted through the organization's processes.

  1. Open the Workstation window with the Navigation pane in smart mode.
  2. In the Navigation pane, click Dashboards, Documents, Reports, or Datasets. You can only certify dashboards, documents, reports, datasets, and cubes in the corresponding Dashboards, Documents, Reports, and Datasets areas of the Navigation pane.
  3. Right-click the object to certify.
  4. Click Certify. A badge icon displays on the object to indicate that it is certified.
  5. Hover over the badge to see when the object was certified and by whom.

You can decertify an object if it no longer current or official.