Overview
Application Scenario
The filter component can filter out different data from a dashboard to different users by default.
For example, the login user jack can only view the information about all account managers in the sales region Shanghai (where jack is located) filtered by the filter component, as shown in the following figure.
Function Description
You can enable the Transfer Default Value by Login Name function in the filter component to achieve the effect that the field values corresponding to the login user are displayed by default through the filter component when different users log in to FineBI.
Procedure
You can download the example data Sales User Information.xlsx andSalesman Dimension Table.xlsx.
Importing Users
To allow different login users to view corresponding data, you need to first import the user information into FineBI to make the login users become FineBI users.
1. Add the example data Sales User Information to the database (such as SQL Server) and establish a data connection between the system and the database. Create a user synchronization dataset and create a data table named User Information Table under System Management > Data Connection > Server Dataset, as shown in the following figure.
For details, see Synchronizing Users.
2. Choose System Management > User Management to perform user synchronization management. If you haven't synchronized users, click Synchronize User, select the corresponding option, and click OK to synchronize users, as shown in the following figure.
3. Add the users to the Design User list in Platform User, as shown in the following figure.
Creating a Dashboard
1. Create an analysis subject through the example data Salesman Dimension Table, create a component, and drag the corresponding fields into the analysis bar, as shown in the following figure.
2. Add a text filter component and bind the Sales Region field, as shown in the following figure.
Transferring the Default Value Corresponding to the Login Name
Select the filter component and select Transfer Default Value by Login Name, as shown in the following figure.
Mounting the Dashboard
Mount the completed dashboard to the directory. For details, see Dashboard Publish.
Assigning the Data Permission
1. Choose System Management > Permission Management > Permission Quick Configuration and assign the data permission of Salesman Dimension Table to all departments, as shown in the following figure.
2. Assign the viewing permission of the published Dashboard in Directory Permission, as shown in the following figure.
Setting the Field Relevant to the Login User
Choose System Management > Permission Management > Permission Quick Configuration > Data Authorization, set the user scope for the permission configuration to all departments, and select the field relevant to the login user (namely the account field in Salesman Dimension Table), as shown in the following figure.
Set a condition for the Sales Manager field to assign the row permission of Salesman Dimension Table to all departments, as shown in the following figure.
Effect Display
Log in to FineBI by the user jack (username: jack; password:123) to view the corresponding content. For details, see section "Application Scenario."
