Managing and Transferring BigQuery Resources

This article overviews steps, best practices, and processes for managing BigQuery workflows and resources. This is especially helpful during team transitions, when a user no longer needs a PAD account, or if you are trying to recover a resource in an inactive account. By taking proactive steps to transfer workflows and resources, you can ensure your work isn’t interrupted. 

Please note that resources can only be transferred to another user with a PAD account. The steps below will not work if you try to transfer them to a personal email or an email belonging to another organization.

Google Drive

It is recommended to thoroughly review their CTA Google Drive and transfer any files available only to them under their PAD login. To do so, follow these steps:

1. Right-click on the selected files and choose Share.

2. Enter the email address of the new owner and click Send.

3. After sharing, click the drop-down next to the new owner’s email and select Make Owner.

4. The new owner should confirm the ownership transfer.

Connected Sheets

Connected Sheets operate under the credentials of the user who created them. To maintain their functionality, any resources, reports, or jobs dependent on the data connection must be reassigned to a new user.

1. Follow the Share and Make Owner steps in the Google Drive section of this document

2. The Connected Sheet’s new Owner will then need to click on Refresh options 

3. Next, navigate to and click on the Scheduled refresh to transfer. This is highlighted in green text beside the Next: designation

4. Click Save, and the scheduled refresh will update to run using the credentials of the Connected Sheet’s new Owner

Looker Studio

To transfer ownership of dashboards in Looker Studio to another user within your organization, it’s a two part process. 

1. Follow the Share and Make Owner steps in the Google Drive section of this document

2. In the dashboard, navigate to Resource and then Manage added data sources.

3. Locate the data source in the list then click Edit.

4. Click EDIT CONNECTION and Select the data set.

5. Click RECONNECT and then click APPLY.

Scheduled Queries

Scheduled queries run under the credentials of the user who set them up. To ensure continued functionality, reassign any dependent resources, reports, or jobs to a new user:

1. On the left sidebar in your PAD project, click Scheduled Queries.

2. Select the scheduled query you are looking to transfer ownership of.

3. Click the MORE button in the top right corner and select Update Credentials.

4. Allow 10 to 20 minutes for the changes to take effect.  Clearing your browser’s cache and refreshing the browser may also be necessary.

Contacting CTA

If you have an issue with a user transferring Google Drive resources (Docs, Sheets, etc.), you can contact [email protected]! This is especially helpful if you want to access a Drive resource from a user who has already been deactivated or is no longer with your organization.

Have questions? Contact [email protected]!