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How to achieve row level security in Dashboard Designer

How to achieve row level security in Dashboard designer


We can achieve this row level security by using any of the following methods:

User based filter, Expressions or data source authentication modes. 

 

User Based filter: 

 

User Filter allows you to limit the data view of the published dashboard based on the logged in user. For example, in a sales dashboard that gets shared among Managers in different countries, you may want to show only the sales information of US to US Manager, and that of Europe to Europe Manager. In this case, instead of creating separate dashboards for each manager, you can make use of User based filter and define the data that will be available to each of them.

The user information will be referred from Dashboard Server user accounts. Once the dashboard is published to Dashboard Server, the view details in dashboard gets adjusted based on the logged in user.


Please refer the below documentation link to know more about user based filter:

https://help.syncfusion.com/dashboard-platform/dashboard-designer/compose-dashboard/configuring-user-based-filter/using-user-filter-window 

 

Using Expression Columns:

The user based filter can be applied directly to the data source using the expression column thereby restricting the data showcased to the user. As this filter, will be applied at Data Source itself, based on the logged in user in the Dashboard Designer, the data will be restricted.

Please refer the below UG documentation page to know more about this:

https://help.syncfusion.com/dashboard-platform/dashboard-designer/compose-dashboard/configuring-user-based-filter/using-expression-fields 

 

Data Source Authentication Modes: 

When a dashboard is published to a Dashboard Server, you can restrict access to the dashboards based on the following Authentication modes such as SQL Server Impersonation within a domain, Prompt for User Credentials and Embedded User Credentials.

You can find more details about data source authentication modes from the below UG documentation link:


https://help.syncfusion.com/dashboard-platform/dashboard-designer/sharing-dashboard/datasource-authentication-modes

Article ID: Published Date: Last Revised Date: Platform: Control:
7729 05/25/2017 05/25/2017 Dashboard Platform Dashboard Designer
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