View the Corresponding Data Based On the Login Information - Example 2

1. Expected effect

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

For example, in the salary table of employees, the administrator adds the salary information of all employees, but when a company employee logs in to the company system with their own account, they can only see their own salary information. This is to control access rights according to the login user. As shown below:

• Anna can only see her own group and salary:

• hanwen can only see her own group and salary:

2. Implementation ideas

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

• Set row and column permissions on the data table to display data according to the login information.

1. Data Preparation

The administrator logs in to the data decision system, clicks "Data Preparation", creates a new business package, and adds two Excel data sets to the business package, as shown in the following figure:

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

• Salary table: Salary corresponding to each group.

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

Note: Since real-time data does not support cross-database fusion analysis, if the "salary table" and "user group information table" are real-time data tables obtained from two databases respectively, the method in this article is not applicable.

2. Import users

Users are based on their own login user names, so it is necessary to add the corresponding user employee names under data preparation to the user management to ensure that users in the data table can log in to the decision-making system, as shown in the following figure:

For details, see: User Management Overview  

3. Set user classification

If the "Data Processing User"/"Data Analysis User" in "Platform User" is classified as " Unlimited Number ", you do not need to perform the operations in this section.

If the categories of "Data Processing Users" and "Data Analysis Users" in "Platform Users" are limited , you must perform the operations in this section, otherwise you will not be able to view data tables/create dashboards.

The administrator logs in to the data decision-making system, clicks "Manage > User", selects the platform users, and adds users Anna and hanwen to "Data Processing Users"/"Data Analysis Users", as shown in the following figure:

4. Configure the field where the login user name is located

The configuration of the field where the login user name is located refers to binding the login user of the system to the field where the user information of the corresponding data table is located, so as to control the user's authority.

The administrator logs in to the data decision system, clicks "Manage > Permission >General permission Configuration", and selects the rights carrier "Department/Role/User". In this example, the user Anna is selected.

Select the "Data Authorization" tab, click "Please Select" in the "Login User Field", select the "User Group Information Table" in the business package, and select the "Employee Name" field, as shown in the following figure:

Note: Make sure that all users in the "User Group Information Table" can log in to the data decision system.

5. Configure the permission to use the data table

The administrator logs in to the data decision system, clicks "Manage >Permission >General permission Configuration", and selects the rights carrier "Department/Role/User". In this example, the user Anna is selected.

Select the "Data Authorization" Tab to assign Anna the permission to use "Salary Table", as shown in the following figure:

6. Configure row permissions

At this point, Anna can directly see all the data of the "salary table", and now it is necessary to set the currently logged-in user to only see their own information.

Click the permission setting button on the right side of "Salary Table", add a row permission filter condition, and select the "group" field under "Salary Table"

Click the drop-down option on the right side of the filter condition, configure the condition for the filter condition, and select the "in > Login Info" option

Select the "group" field under the "User Group Information Table" added to the service package, and click "OK", as shown in the following figure:

Indicates that when the "Group" in the "Salary Table" is the same as the "Group" of the currently logged-in user, the corresponding data will be displayed, that is, only the information related to the currently logged-in user will be displayed.

7. Configure other user permissions

After setting the permissions for the Anna user, perform the same permission restrictions above for other users hanwen who need to restrict permissions , as shown in the following figure:

Note: This example uses the user as the receiver to set permissions.

       If the user has a unified department and role, you can directly use the department/role to set unified permission conditions.

       If a user is a department leader, he or she can view all the data of the business package without restricting the authority of the business package.

8. Effect preview

User Anna ( Anna , 1) logs in to the Decision-making System, checks the "salary table", and can only see her own salary and group. As shown below:

user hanwen ( hanwen , 1) logs in to the Decision-making System, checks the "salary table", and can only see his own salary and group. As shown below: