Limit data shown to that of person viewing dashboard

#1

How does Dundas identify the user viewing a dashboard?

More specifically, I want to set up a filter user the Active Directory username. $username$ is available in the data I’m using to build my dashboards, and I want to create a filter so that the user viewing the dashboards is only able to see his/her data.

I’m coming from the Tableau world, where there was a function called Username() that returned the Active Directory username of the person viewing the dashboard.

Thanks!

#2

Hi Thomas,

To achieve this you may use custom attributes to filter data by user. This article below, walks you through the steps on how to set this up:
https://www.dundas.com/Support/learning/documentation/administration-configuration-customization/how-to/using-custom-attributes-to-filter-data-by-user

Also, at a higher level, you may use custom attributes with security hierarchies instead of a transform parameter to take advantage of warehouse or in-memory storage and avoid other limitations with lower-level filtering.

1 Like
#3

Thanks Azar, that’s exactly what we needed!