Dashboard User Access

Ekin shared this question 2 months ago
Completed

Hi,

I created plenty of dashboards based on one report by filtering a column in it with defined values. Therefore, I needed to duplicate that report according to it's filtered values and created related dashboards, then I put these dashboards into different folders and gave user/group access to these folders. Is there a way to give user access based on the applied filter on that report by not duplicating it?

Thank you in advance!

Best Answer
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Hello Ekin

Apologies for the delay in response. "Access filter report contains 4 fields means" they are "Identifier type, Identifier , filter type and Reference ID.

aa272000a133308f51a49eff00772da4

Additionally, you can view this by clicking the link below, which I previously sent to you in my previous response. For your information, I have included links to YouTube videos in the attachment. (https://wiki.yellowfinbi.com/display/yfcurrent/Restricting+Data+with+Access+Filters).

https://www.youtube.com/watch?v=Q_LWgqnkg48

https://www.youtube.com/watch?v=PBdUqIXnAPk


Regards

Siddhatha

Replies (6)

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Hi Ekin

Thank you for reaching out to the Yellowfin support.

We are currently reviewing this case. We will get back to you with the findings shortly.

Regards,

Siddhartha

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Hello Ekin

For this, you can utilise "Access filters" to provide the user access according to the filter that has been applied to that report. Access Filters are used to restrict data based on the user running a report. Would you kindly read the wiki article below to gain additional knowledge regarding access filters.

https://wiki.yellowfinbi.com/display/yfcurrent/Restricting+Data+with+Access+Filters

Is this what you are looking for. Please let us know if anything else comes up that we can help you with.

Regards

Siddhartha

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Hi Siddartha,

When I want to specify filter records on a report, it must contain exactly 4 fields. How can I create access filter for a report that contain more fields than that?

Thank you for your assistance.

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1

Hello Ekin

Apologies for the delay in response. "Access filter report contains 4 fields means" they are "Identifier type, Identifier , filter type and Reference ID.

aa272000a133308f51a49eff00772da4

Additionally, you can view this by clicking the link below, which I previously sent to you in my previous response. For your information, I have included links to YouTube videos in the attachment. (https://wiki.yellowfinbi.com/display/yfcurrent/Restricting+Data+with+Access+Filters).

https://www.youtube.com/watch?v=Q_LWgqnkg48

https://www.youtube.com/watch?v=PBdUqIXnAPk


Regards

Siddhatha

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Hello Ekin

I just want to touch base to see if you had chance to read through below response. If you can let us know that would be great.

Regards

Siddhartha

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Hello Ekin

Greetings for the Day.

This is a follow up reminder that 2 days have passed without any activity in this ticket. When there's no activity, it usually means either that you have identified the solution for the reported issue or that the matter is no longer relevant and after 5 days (2 days from now) without any activity, we assume that the ticket can be closed.

If this is not the case, please do reply and let us know how we can be of further assistance, we would be happy to assist.

Regards

Siddhartha

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Hi there,

The ticket can be closed. Thank you for your support.

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Hello Ekin

Thank you very much for the confirmation. I will now go ahead and mark this case as completed. Feel free to reach out to us if you have any questions or concerns; we would be more than happy to assist you.

Have a great rest of your day!

Regards

Siddhartha

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