Permission on Component Data in Public Data

Version

Application Scenario

1. You hope users can view the data of table X in a dashboard, but do not want user A to view/use table X in Public Data.

2. You hope that the permissions to view the corresponding data can be quickly configured after the administrator assigns users the permissions to view a dashboard.

Function Description

FineBI allows you to specially configure the permissions to view component data in dashboards.

Use Scope

The following figure shows a component (in a dashboard created in My Analysis) using a table from Public Data.

If other users need to view the data of this component in the dashboard, they must be assigned component data permissions from the table in Public Data.

Scope of Effect

For tales in Public Data, the management permission depends on the use permission, and the use permission depends on the component data permission.

If users have the use permission on table A, they must also have the component data permission on table A.

If users have the management permission on table A, they must also have the component data and use permissions on table A.

Notes

(1) Direct-Connected Data

Since the cache of the direct connection permission is subject to the dataset cache, the permission assignment may not take effect immediately if the direct-connected data is used.

If the permission assignment fails to take effect, it is not a configuration problem, but a cache hit. In this case, wait patiently for 5 to 10 minutes and check the effect again after the cache expires.

(2) Component Data

When you only have permissions on component data, you can preview data in the directory but cannot use the data to edit a dashboard.

If you save the dashboard as a subject and open it, the Data tab page in the saved analysis subject contains no detailed data and displays "The permissions for field xxx are missing and only null data can be displayed.".

You cannot edit components on the Component tab page, in which case fields are marked in red. You need to request the permissions of using the corresponding data table from the administrator.

This section uses the following as an example:

The dashboard Order Sales is created based on the Order Detail Table in Public Data.

User Alice with permissions assigned can view the dashboard Order Sales in the FineBI system after login.

Setting User Types

Note:

On the Platform User page, if No Limit on User Quantity is configured for PC User and its subcategories, skip this section.

On the Platform User page, if the user quantity is limited for PC User and its subcategories, you need to follow the procedures in this section. Otherwise, you cannot view the dashboard.

Log in to FineBI as the admin, choose System Management > User Management > Platform User, and add Alice to BI Viewer, as shown in the following figure.

Assigning Component Data Permissions

Log in to the FineBI system as the admin and choose System Management > Permission Management > Common Permission Configuration.

Select a permission carrier (department/role/user). In this example, select user Alice, and click the Data Permission tab.

Choose Platform Directory > Function Data > Order Detail Table, and enable the switch in Component Data.

Assigning Directory Viewing Permissions

Log in to FineBI as the admin and choose System Management > Permission Management > Common Permission Configuration.

Select a permission carrier (department/role/user). In this example, select user Alice, and click the Directory Permission tab.

Assign Alice the directory viewing permission of Platform Directory > Function Data > Order Sales, as shown in the following figure.

The Component Data permission on the Directory Permission tab page is associated with that on the Data Permission tab page. Click the  icon and find that the component data permission has been selected for the Order Sales dashboard.

Effect Display

User Alice can log in to the FineBI system and view the Order Sales dashboard.

Note:

Since the cache of the direct connection permission is subject to the dataset cache, the permission assignment may not take effect immediately if the direct-connected data is used.

If the permission assignment fails to take effect, it is not a configuration problem, but a cache hit. In this case, wait patiently for 5 to 10 minutes and check the effect again after the cache expires.