topic Re: Section Access in Manager to Resource Hierarchy in App Development

Section Access in Manager to Resource Hierarchy

sk88024 — Tue, 08 Oct 2024 08:08:01 GMT

Hi,

I've the below sample data:

ManagerID	ManagerName	ResourceID	ResourceName	ResourceStatus	ResourceRole	ResourceType
123456789	Mgr-1	612058116	Test-1	Allocated	Solution Manager	Sub-Con
123456789	Mgr-1	612058117	Test-2	Allocated	Solution Manager	BT FTE
123456788	Mgr-2	612058118	Test-3	Allocated	Solution Manager	External Consultant
123456789	Mgr-2	612058119	Test-4	Allocated	Solution Manager	Sub-Con
123456790	Mgr-3	612058120	Test-5	Allocated	Solution Manager	BT FTE
123456790	Mgr-3			Vacancy	Solution Manager

And let's say that I have created a master dimension (Drill-Down) using ManagerID and ResourceID.

Now I create this table on the dashboard with just Manager details and because of drill-down dimension, it will show the relevant resource details once I click on any particular ManagerID.

ManagerID	ManagerName
123456789	Mgr-1
123456789	Mgr-1
123456788	Mgr-2
123456789	Mgr-2
123456790	Mgr-3
123456790	Mgr-3

All ok till here. But I also have one requirement where I need to restrict other managers to see other resources details. For e.g., Mgr-1 should only see Test-1 and Test-2 data. How do I achieve this?

Thanks a lot, in advanced!!

Re: Section Access in Manager to Resource Hierarchy

hic — Tue, 08 Oct 2024 08:38:24 GMT

If you have the hierarchy stored in an Adjacent Nodes table, you should be able to do it. See more on:

https://community.qlik.com/t5/Design/Authorization-using-a-Hierarchy/ba-p/1476319

https://community.qlik.com/t5/Member-Articles/Hierarchies/ta-p/1487801

Hierarchies are also well described in my book.

Re: Section Access in Manager to Resource Hierarchy

sk88024 — Tue, 08 Oct 2024 10:18:38 GMT

Thank you for your response. Is it possible for you to provide an example of Adjacent Nodes table (based on the data I've given in my question please). I just want to know the structure of the Adjacent Nodes table, so that I can create it and move further accordingly to implement the requirement.

Re: Section Access in Manager to Resource Hierarchy

hic — Tue, 08 Oct 2024 12:45:07 GMT

It depends on where you have your hierarchy. If it's just the relationship between manager and resource, then you can use ManagerID or ManagerName in your Section Access, and it should work.

But if you have a situation where you have submanagers that report into an other manager, then you need to store it in an Adjacent nodes table.

Re: Section Access in Manager to Resource Hierarchy

Qrishna — Tue, 08 Oct 2024 14:51:04 GMT

Eevrything you mentioned can be handled in section access.

try below script:

// Section Access to control user access based on roles
Section Access;
LOAD * INLINE [
ACCESS,USERID,PASSWORD,MANAGER
ADMIN,ADMIN,ADMIN,*
USER,MGR1,MGR1,MGR1
USER,MGR2,MGR2,MGR2
USER,MGR3,MGR3,MGR3
];

Section Application;

// Load the actual data with MANAGER field to link to section access
RawData:
LOAD
ManagerID,
TEXT(UPPER(PURGECHAR(ManagerName,'-'))) AS MANAGER,// Use ManagerName as MANAGER for matching
ManagerName,
ResourceID,
ResourceName,
ResourceStatus,
ResourceRole,
ResourceType;

LOAD * INLINE [
ManagerID,ManagerName,ResourceID,ResourceName,ResourceStatus,ResourceRole,ResourceType
123456789,Mgr-1,612058116,Test-1,Allocated,Solution Manager,Sub-Con
123456789,Mgr-1,612058117,Test-2,Allocated,Solution Manager,BT FTE
123456788,Mgr-2,612058118,Test-3,Allocated,Solution Manager,External Consultant
123456789,Mgr-2,612058119,Test-4,Allocated,Solution Manager,Sub-Con
123456790,Mgr-3,612058120,Test-5,Allocated,Solution Manager,BT FTE
123456790,Mgr-3, , ,Vacancy, Solution Manager,
];

Re: Section Access in Manager to Resource Hierarchy

sk88024 — Thu, 10 Oct 2024 07:45:07 GMT

Thanks a lot for your help!!