Viewing Corresponding Data Based on the Login User's Information — Example Two

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Preview

After logging in, different users can only view and use data related to themselves under the same data table.

For example, the admin adds all employee salary information to the employee salary table. However, when company employees log into the company system with their own accounts, they can only see their own salary information, which realizes controlling access permissions based on the logged-in user.

Anna can only see her own group and salary:

hanwen can only see his own group and salary:

How to Implement

• Bind the login user of the system with the field of user information in the data table that needs to display different data according to the user.

• Set row and column permissions for data tables to display data based on the login information.

Preparing Sample Data

Click to download the sample data and unzip it: Sample Data.rar

• Salary information table: contains wages corresponding to each group.

• User group information table: contains the group corresponding to each employee.

Note:

Real-time data does not support cross-database fusion analysis. If the two tables are taken from real-time data tables from different databases, the method in this article is not applicable.

Creating an Excel Dataset

The admin logs into FineBI, goes to Public Data, clicks New Folder, and adds the folder Sample Data.

Click Sample Data > Add Dataset > Excel Dataset, and upload the two prepared data tables.

Adding Users

Users are granted permissions based on their login usernames, so it is necessary to add employee names in the prepared table to User to ensure that all users in the data table can log into the FineBI system.

For details, see User Management.

Setting User Type

Note:

In the Platform User interface, if there is No limit on user number of BI design user, then there is no need to follow the procedures in this section.

In the Platform User interface, if the number of users in BI design user is limited, you need to follow the procedures in this section, otherwise the login user cannot view the data table or create the dashboard.

The admin logs into FineBI, clicks Manage > User > Platform User, and adds the user Anna and hanwen to BI design user.

Setting Field of the Login User Name

The admin logs into FineBI, goes to Manage > Permission > General permission configuration, and selects the permission carrier All Departments.

Select Data Authorization, and click Please Select in Field of the login user name (Spider).

Click Sample Data > User Group Information, and select Employee name, which is the login username of the corresponding user.

Note:

Make sure that all users in the User Group Information table can log into the FineBI system.

Setting Using Permission of Data

The admin logs into FineBI, goes to Manage > Permission > General permission configuration, and selects the permission carrier All Departments.

Go to Data Authorization to assign the Use permission of the folder Sample Data to All Departments.

Setting Row Permission

At this point, the user can directly see all the data in the Salary Information table, but now you need to set it so that the current logged-in user can only see their own information.

1. Click  on the right side of the Salary Information table to add row permission filtering conditions. Select the Group field under Salary Information.

2. Click the dropdown option on the right side of the filter condition to configure the condition, and select the In > Login User Info option.

3. Select the Group field under the User Group Information table, and click OK.

It means that only when the Group in the Salary Information table is the same as the Group of the currently logged-in user, the corresponding data will be displayed, that is, only information related to the currently logged-in user will be displayed.

User Anna (Anna, 1) logs into FineBI, views the Salary Information table, and can can see her own salary and group.

User hanwen (hanwen,1) logs into FineBI, views the Salary Information table, and can only see his own salary and group.