QlikView Section Access Examples

    The  attached file SectionAccess.zip contains several example documents that show how Section Access can be used to restrict access to specific users and to specific data.

     

    This is not a guide on how to use Section Access, but instead shows some of the common errors and how to avoid them.

     

    An excellent guide to Section Access can be found here http://community.qlik.com/docs/DOC-1853

    marcus_sommer has accumulated a comprehensive list of Section Access Resources in this document Section Access

     

    These examples will require a licenced copy of QlikView to open them, so they not suitable for users with QlikView Personal Edition.

     

    The example documents will ask for a username and password to open them and set the Section Access permissions. The following usernames and passwords can be used to open the documents and see the different functionality with Section Access. When changing from one user to another, you must close QlikView before you can open a document as another user.

    UserID,  Password

    ADMIN,  ADMIN

    JOHN, JOHN

    MARY,  MARY

    PETER,  PETER

    SIMON,  SIMON

     

    You can view the load script to see how the Section Access and data is configured.

     

    Section Access Example 1

    This document attempt to restrict access to a list of named users, but this fails as the section access field names are not set as UPPERCASE in the script.

     

    Section Access Example 2

    The app is now correct and prompts for a username and password before users can access the data.

     

    Examples 1 & 2 use the Basic section access data from SectionAccess.xlsx

     

    Access,  UserID,  Password

    USER,  USER,  USER

    ADMIN,  ADMIN,  ADMIN

    USER,  JOHN,  JOHN

    USER,  MARY,  MARY

    USER,  PETER,  PETER

    ADMIN,  SIMON,  SIMON

     

    Section Access Example 3

    The data is restricted so users can only access the Cost Centre data as listed in the Cost Centre  column in Section Access.

    Access,  UserID,  Password,  CostCentre

    USER,  USER,  USER,  *

    ADMIN,  ADMIN,  ADMIN,  *

    USER,  JOHN,  JOHN,  A

    USER,  MARY,  MARY,  B

    USER,  PETER,  PETER,  C

    ADMIN,  SIMON,  SIMON,  A

     

    Section Access Example 4

    This adds extra DUMMY rows to the section access table so the * entries can now access all cost centres.

    Access,  UserID,  Password,  CostCentre

    USER,  USER,  USER,  *

    ADMIN,  ADMIN,  ADMIN,  *

    USER,  JOHN,  JOHN,  A

    USER,  MARY,  MARY,  B

    USER,  PETER,  PETER,  C

    ADMIN,  SIMON,  SIMON,  A

    DUMMY,  DUMMY,  DUMMY,  D

    DUMMY,  DUMMY,  DUMMY,  E

    DUMMY,  DUMMY,  DUMMY,  F

    DUMMY,  DUMMY,  DUMMY,  G

    DUMMY,  DUMMY,  DUMMY,  H

     

    Note – you cannot open the document as user DUMMY because DUMMY is an invalid Access value, only ADMIN and USER entries are allowed to open the document.

     

    Section Access Example 5

    This adds Region to the restrictions as well as CostCentre, but the restriction on Region fails as the

    region fieldname is not UPPERCASE.

     

    Access,  UserID,  Password,  CostCentre,  Region

    USER,  USER,  USER,  *,  *

    ADMIN,  ADMIN,  ADMIN,  *,  *

    USER,  JOHN,  JOHN,  A,  North

    USER,  MARY,  MARY,  B,  South

    USER,  PETER,  PETER,  C,  East

    ADMIN,  SIMON,  SIMON,  A,  North

    ADMIN,  SIMON,  SIMON,  A,  East

    DUMMY,  DUMMY,  DUMMY,  D,  North

    DUMMY,  DUMMY,  DUMMY,  E,  South

    DUMMY,  DUMMY,  DUMMY,  F,  East

    DUMMY,  DUMMY,  DUMMY,  G,  West

    DUMMY,  DUMMY,  DUMMY,  H

     

    Section Access Example 6

    The Region fieldname is uppercase, but the restriction on Region still fails as the region data is not UPPERCASE.

     

    Section Access Example 7

    The Region restriction now works by loading the region data into a second field named REGION_SA and forcing the data in REGION_SA to UPPERCASE.

    Version3 - The Region field has been removed from the Section Access table. This fixes the error identified by kanhomcake (March 27 2014).

     

    Hopefully this will help avoid some of the basic errors that can be made when implementing Section Access.

     

    Colin Albert.