The shared space refers generally to where all of the shared items in your Heap account live, including events, segments, properties, reports, and dashboards. It’s important to maintain an organized shared space with a consistent naming convention to make it easy for team members to find what they need.
You can also use personal spaces to create and save private versions of events, segments, properties, reports, and dashboards, giving you a completely private workspace for you to explore your data. This gives you all of the flexibility you need to explore data while keeping a central, accurate, and organized master set of shared definitions in your account for all to use.
Only users with Analyst permissions and above can create Personal and Shared space definitions. Consumer and Read-Only users cannot.
Personal Event, Segment, and Property Definitions
Creating Personal Definitions
When creating a new event, segment, or property, you can toggle between creating a shared definition or a personal definition.
Personal definitions are automatically assigned to a personal category for easy access and organization.
Personal definitions cannot belong to other categories until they are made public.
You can also create personal events in the Event Visualizer. The pop-up includes the option Define event for only me which will add the newly created event to your personal event category.
Creating Personal Definitions from Existing Definitions
Definitions can be copied to your personal space so that you can edit and expand on the original definition without compromising the source definition. Click the three ellipses in the top-right corner to open the additional options menu, then click Copy to Personal Space.
On the pop-up that appears, give it a new name, then modify the event as usual.
Publishing Personal Definitions to the Shared Space
When you’re ready to share your new definition with the rest of your organization, simply navigate to the definition page, click the three ellipses in the top-right corner to open the additional options menu, then click Copy to Shared Space.
Some important notes about creating and managing personal definitions:
- Personal definitions will not be synced to Heap Connect unless they are explicitly published and set as shared.
- Any queries or reports that involve personal definitions will only appear in your history.
- Personal definitions cannot currently include Snapshots.
Creating Personal Reports
Just like personal definitions, you can have personal reports. All personal reports will appear in the personal category, and cannot belong to another category until they are published to the shared space.
When making a new report, the default visibility is set to be visible in the shared space. However, any report containing personal definitions will not be viewable by your organization, and will only show up in your history.
You cannot save a report containing personal definitions unless you toggle the visibility to personal space.
Publishing Personal Reports to the Shared Space
Personal reports can be published to the shared space, which allows other members of your organization to use and consume your definitions and analysis.
When publishing a report, any personal definitions, the report, and any other dependencies (segments, properties, etc) will also be converted to shared definitions.