Set security hierarchy using the hierarchy filter

1. Overview

This walkthrough shows you how to filter data depending on the user by using security hierarchy, using the hierarchy filter.

2. Pre-requisites

You must already have a Data Connector, Hierarchy, Data Cube (with a Custom Attribute used as a Security Hierarchy). Refer to the Using security hierarchy to filter data by user article.

3. Steps

3.1. Add Custom Attribute

Make sure the Secure option is selected.

3.2. Edit the account's custom attribute

In this sample, the admin account is used for simplicity. Use the Select a data cube button to open the data cube selector.

3.3. Select the data cube

A previously created data cube (with a Custom Attribute used as a Security Hierarchy) will appear on this list.

3.4. Open the hierarchy filter

By default, "(none)" member value appears.

3.5. Select "All" on the hierarchy filter

3.6. Click the "Update value(s)" button

3.7. Click the "Submit" button

3.8. Log-off and Log-on back for the changes to take effect.

3.9. Edit the custom attribute again

3.10. Select the same data cube

3.11. Open the hierarchy filter

3.12. Select hierarchy member values

In this example, all "Accessories" and "Mountain Bikes" are selected.

3.13. Click the "Update value(s)" button

3.14. Click the "Submit" button

3.15. Create a new dashboard

Create a new dashboard and add a member filter. Make sure you are using measures and hierarchies from the data cube with the security hierarchy.

4. View and confirm the result

Both the data visualization and associated filter(s) should only show the member(s) selected from the hierarchy filter.

5. See also

 

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