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

Application Scenarios

Sometimes users need to view corresponding data based on different login information.

For example, different stores correspond to different sales personnel, and you want to allow the store number to display the information of the store corresponding to the current user after different users log in.

How to Implement

Set data permissions for users to allow them to view the data corresponding to their own store number.

The prepared data needs to associate users with data.

Click to download:

Sample Data.rar

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

1. Store information table: contains store number and other store information.

2. User information table: contains user account, password, corresponding store number, position, and department of store staff.

3. Sales information table: contains sales data that the corresponding personnel can see.

Creating an Excel Dataset

The admin logs into FineBI, clicks Public Data > New Folder to add the folder Sample Data.

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

Note: When adding each table, you need to change the field type of Store number to text, otherwise it will cause some data in the field to be empty, resulting in the failure of subsequent table association establishment.

Establishing Data Association

Select the Store Information table, click Associated View, and set the association relationship for Store Information, User Information, and Sales Information.

Creating a Subject

The admin logs into FineBI, clicks My Analysis > New subject to create a subject named Business Transaction, and clicks Edit.

Adding Data

Click , select Public Data > Sample Data > Sales Information, and click OK.

Adding a Component

Click Add component to create a component named Daily detailed report of business transactions. The component data is from the Sales Information table.

Creating a Dashboard

Click Add dashboard to create a dashboard named Business transaction dashboard with the component above.

Applying for Publishing a Dashboard

Click Apply for publication to publish the dashboard in the needed directory.

Click Manage > Directory, and mount Business transaction dashboard to the directory list.

You can add users in three ways: manually adding users, importing users, and synchronizing users.

Take importing users as an example. You need to ensure that the imported username is consistent with the username in the prepared data table.

Creating a Server Dataset

The admin logs into FineBI, and clicks Manage > Data Connection > Server Dataset > File Dataset.

Set User Information as Dataset Name, and select Excel as File Type.

For File Source, click Local File, select the User Information table, and click Save.

The created server dataset:

Importing Users

The admin logs into FineBI, goes to Manage > User > All Users, and clicks Import User.

Select the server dataset User Information, set the corresponding information such as Username, Password, Dept., and Position, and click OK.

Setting User Type

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

In the Platform User interface, if the number of users in PC User and in its subcategories is limited, you need to follow the procedures in this section, otherwise you cannot view the dashboard.

The admin logs into FineBI, clicks Manage > User > Platform User, and adds the imported users to BI User (BI View User or BI design user).

Note: This section introduces how to assign permissions to the permission carrier Dept.. Admins can also assign permissions to Role or users from User List. If the personnel at the headquarters do not want their permissions to be controlled, you can set a role for the headquarters to control their permissions independently.

Assigning Viewing Permission of Directory

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

Click Directory, and assign the View permission of the dashboard.

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 Information, and select Account, which is the login username of the corresponding user.

Assigning Component Data Permission

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

Click Data Authorization, and assign the Component Data permission of the folder Sample Data to All Departments.

Setting Row Permission for a Table

At this point, the user can see all the data. To make the store number display the information of the store belonging to of the current user, you need to set the users' data permissions based on the store number of the store they are in.

Click  beside Store Information to add row permission conditions.

Click Add Condition(AND), select the Store number field in Store Information, and select In(Login User Info) and Store number in User Information.

Click OK to save the settings.

1. Use the user account of Alice (Alice, 123) belonging to store number 11011 to log into FineBI and view the dashboard. Alice can see the information of store number 11011.

2. Use the user demo (demo, 123) account belonging to the store number of 12011 to log into FineBI and view the dashboard. Demo can see the information for store number 12011.