I want certain users to only be able to see sales values up to a certain amount

Scenario

The Finance department has requested that employees only see customers where the annual value of sales is less than £10,000. Any sales over this amount should only be visible to certain users.

Solution

To achieve this we could add a ‘Where’ clause using a variable to a table in a Data Connection. In Dashboard Configuration > Data Connections we clicked a table heading and on the Details tab we added the relevant information in the ‘Where Clause’ section.

In the following screenshot, we’ve used the Value Annual object and added a [[MAX_CUST_VALUE]] variable.

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We then added the same variable MAX_CUST_VALUE to Custom Variables in the ‘Settings’ screen and specified a Variable Value of 10000.

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By default, this means that any user of the dashboard would only see customers with a sales value of £10,000 or less.

We then added a User Variable to a particular user that will allow that user to see values up to £1,000,000.

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The following screenshot shows the information that all users of the dashboard will see when they look at a chart showing the annual sales values.

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The following screenshot shows the information that our unrestricted user will see when they view the same chart.

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