If you want to give multiple users access to differing data
sets while at the same time restricting some users’ access to certain data
sets, it isn’t manageable to maintain multiple versions of the same dashboard,
especially if you’re working with a lot of users.
In this post, we’ll cover the how to show a dashboard with
data specific to a certain user.
Dashboard Platform provides the solution. The dashboard that needs to be
restricted for user-based data access has to be configured with user-value
mapping through the Dashboard Designer with users of the Dashboard Server.
Take the Northwind Traders management system as an example.
It has primary entities associated with it: Sales Representative, Sales Manager,
and Vice President. Each of these entities has a different level of data access,
as illustrated in the following diagram.
User Filter: Flow
Each of the mentioned entities needs a different level of
data access. To configure accordingly, pick the existing dashboard that needs to
be configured with the user filter or use the Dashboard
Designer to design a new one with the required visuals showcasing the needed
Open the dashboard through the Dashboard Designer and log
in to the Dashboard Server with an administrator account that can define data
access to all registered users.
Server Login: Top Right in Dashboard Designer
Select User Filter...
from the Server menu.
In the Choose Data
Column dialog, select the data source and the specific column in which data
needs to be filtered for different users. Then click Choose.
Choosing Column Name Based on User Filter
Open the User Filters
window and map each user in the left pane with the allowable values for a specific
column in the right pane. Here, Andrew will have access to the sales data associated
with all the employees; Steven will have access to the sales data associated
with a few of those employees: Michael, Robert, and Anne; and others will only have
access to their own data.
Andrew’s Employee Access
Steven’s Employee Access
Once you finish the configuration, click OK to save the filter changes. Save the
dashboard, and then publish to the Dashboard Server.
Now, by logging in with a specific user account through the Dashboard
Server, you can access restricted data with the same dashboard.
Dashboard Showing Michael’s, Robert’s, and Anne’s
Sales Records for Steven
User-based filtering is a useful tool when you need to show
different users the same categories of data but with different data sources. For
more details about all the features of user-based filtering, please refer to
User Filter Using User Filter Window” documentation.