12-20-2015 06:17 PM
I was wondering if anyone know if its possible for VA report consumers to be able to upload a list to be used by them to subset the data in a report?
Occassionally there is a need for report consumers to filter a report by customers but there could be up to 10k custromers , which obviously they can't manually select.
There would be a need for report consumers to do this regularly on different sub-sets of the popluaiton and they only have access to reports via the viewer.
12-21-2015 08:22 AM
please consider labeling the customers with the related key-account number or so. (Your list of customers)
now you can put a rows restriction on the database, so depending on the log-in, they can/will only get their own related customers.
This way, I filter out the customers results by int/ext representatives in most of our reports. (Code related to Cust_nr)
If this is what you would like, I can explain it a little more.
12-21-2015 04:49 PM
Thanks for responding.
Unfortanetly I don't think I was clear. I guess a better way to describe it is a list of accounts are passed from department A to department B for "auditing", so to speak. So noone actually owns the account so there is no operator to account identifier (the list could be passed from any individual in department A to any individual in department B).
Of course a work around is to assign this join and have the administrator load up the table as required, but we are in a development phase so a) not sure how much work that would mean on an ongoing basis and b) thought I would see if the capability existed.
12-22-2015 01:31 PM
thanks for your additional explanations.
i am not aware of any solution within VA other than uploading the department a selection into a table and pass this to VA.
the related Querry for department b then can be filtered for this customer list.
a) don't worry, effort to do this is small.
b) thats wat this community is all about.