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User as a Filter

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Occasional Contributor
Posts: 7
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User as a Filter

Is there a way to pass the logged in user into a visualization as a filter.  If I have a sales report that a management level employee is viewing its fine to have a filter in the visualization to select the sales person they want to see.  For individual sales people though I would like to pass their login credentials in as a filter on a duplicate of that same management report.


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‎01-02-2014 05:09 AM
Regular Contributor
Posts: 172

Re: User as a Filter

Up to version 6.2 its not possible to use the users id directly to filter the LARS data, but there is another solution.

You can make usergroups that refer to a certain way of filtering data.  (Read_LASR_george)

Link the user George to this group as a member.  (You can do this directly by user, but I prefer usergroups)

If you mark the data table in the "manage environment" and right click you can set the authorization.

Here you can use the "conditional grand" Read method for read access to the data.

Here you can define the way you want the data to be sorted for George.   (Empl_nr=1111  or something like  Sales_rep='George')

I also use this method successfully in my sales reports.  (Management sees all data, Sales rep only sees his own customers)

Hope this might help in the new year...

Greetings Peter

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Respected Advisor
Posts: 3,768

Re: User as a Filter

Do you have access to the SAS automatic macro variable?

SYSUSERID


Occasional Contributor
Posts: 7

Re: User as a Filter

Not in VA that I can figure out.  I can accomplish this using code and a stored process in SAS, but it doesn't look like they have this in VA.

Solution
‎01-02-2014 05:09 AM
Regular Contributor
Posts: 172

Re: User as a Filter

Up to version 6.2 its not possible to use the users id directly to filter the LARS data, but there is another solution.

You can make usergroups that refer to a certain way of filtering data.  (Read_LASR_george)

Link the user George to this group as a member.  (You can do this directly by user, but I prefer usergroups)

If you mark the data table in the "manage environment" and right click you can set the authorization.

Here you can use the "conditional grand" Read method for read access to the data.

Here you can define the way you want the data to be sorted for George.   (Empl_nr=1111  or something like  Sales_rep='George')

I also use this method successfully in my sales reports.  (Management sees all data, Sales rep only sees his own customers)

Hope this might help in the new year...

Greetings Peter

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