How to share an analysis
If you've set up an analysis showing something worth seeing, you can share it as a link. The recipient imports it into their own analyses and can carry on working with it.
How to share an analysis
- Open the building you want to work on. See How to switch building and search for a building.
- Open the analysis under Analysis > Timeseries graph.
- Click Share.
- Copy the link from Share analysis.
The text in the dialog says what the link does: Share this link to let others import this analysis into their Properate instance.
What the recipient sees
Whoever opens the link is asked Import … to your analyses? and chooses whether to take it in. After importing, the analysis sits in their list, marked Imported.
See How to import a shared analysis.
Note: Sharing is a one-time copy, not a live link. If you change the analysis afterwards, the changes don't follow. The message on import says so directly: After importing, edit and use this analysis. If the original changes, ask for a new link and import it again.
When sharing is the right tool
Situation | Use |
|---|---|
A colleague with access to the same building should see the same thing now | send the link to the analysis page |
Somebody should have the analysis in their own list and build on it | Share and let them import |
The figures need to go into a report or spreadsheet | download the data instead |
For that last one, see How to see analysis data as a table.
Frequently asked questions
Does the recipient need access to the building?
The analysis points at timeseries in a building. Without access to the data, the recipient has the setup but not the numbers.
Can I share an XY graph?
Yes, sharing and importing work for both timeseries graphs and XY graphs.
Does the recipient see my changes?
No — the import is a copy. If they need an updated version, send a new link.
Can I see who has imported the analysis?
Imported analyses are marked Imported in the recipient's list. You get no overview of who has used the link.
Tip!
Give the analysis a descriptive name before sharing it. The name travels to the recipient's list, and an analysis called Unnamed at your end is called the same at theirs — sitting among their own analyses with no context to interpret it in.