topic Re: How to show default value in filter corresponding to the user who is viewing the dashboard ? in App Development

How to set default value in filter corresponding to the user who is viewing the dashboard ?

Ankit3 — Tue, 07 Mar 2023 14:43:15 GMT

Hi All,

I needed to check if there is any way to set default value in filter for the user who is viewing the dashboard.

We have Area, Region & Territory filter and user access is provided to users corresponding to their locations.

Issue: When user logs in, he gets the values on screen as ''All" in the territory filter and not his own.

We need to make this default for each user in other words any value other than "All". Any ideas / workaround would be appreciated.

Thanks!

Re: How to show default value in filter corresponding to the user who is viewing the dashboard ?

Or — Tue, 07 Mar 2023 08:22:53 GMT

You could create a trigger (QV) or default bookmark (QS) with the appropriate selection, e.g.

Area=Only(DefaultArea)

Where DefaultArea is the field that determines what the user's default should be.

Re: How to show default value in filter corresponding to the user who is viewing the dashboard ?

Ankit3 — Tue, 07 Mar 2023 08:29:21 GMT

Can you please describe this in few more words. I mean the steps needed to achieve this.

Re: How to show default value in filter corresponding to the user who is viewing the dashboard ?

Or — Tue, 07 Mar 2023 08:31:25 GMT

https://help.qlik.com/en-US/sense/May2021/Subsystems/Hub/Content/Sense_Hub/Bookmarks/set-default-bookmark.htm

Re: How to show default value in filter corresponding to the user who is viewing the dashboard ?

Ankit3 — Tue, 07 Mar 2023 11:11:31 GMT

Already we have applied the section access and people are able to see the corresponding values to their territory.

But,

my requirement is to keep the territory name as default in the filter.

Re: How to show default value in filter corresponding to the user who is viewing the dashboard ?

Ankit3 — Tue, 07 Mar 2023 14:42:20 GMT

I do not want to create a landing page.

When user logs in, he gets the values on screen as ''All" in the territory filter and not his own.

We need to make this default for each user in other words any value other than "All".

Re: How to set default value in filter corresponding to the user who is viewing the dashboard ?

E_Røse — Tue, 07 Mar 2023 15:09:38 GMT

Add a table to your model with current_user, territory

where you list all the users and their default territory. This table must be connected to the model with the territory-field. Then create a bookmark with

{$<current_user={'$(osuser())'}>}

add sheet action choosing this bookmark using e.g. sheet actions .

This will select the current user, but show the relevant values. If you want to choose the territory instead, that could probably be achieved using the P()-function in your expression somehow.

(in an earlier version of qliksense enterprise I was able to create bokkmarks like that after searching for osuser() in the selection box'es. I am not able to reproduce that now. So instead of a bookmark, you might have to apply the selection using sheet other than apply bookmark. I recomned that you also lock the field after the selection is made.)

Please like and mark my answer as a solution, if it resolved your issue.

Re: How to set default value in filter corresponding to the user who is viewing the dashboard ?

Ankit3 — Tue, 07 Mar 2023 15:07:03 GMT

Hi Elin,

Already our table mapping is done in the data model. I would like you to know that the territory filter is getting the relevant values against the region but the default value of filter is set to 'All" . I just need any other value in territory filter other than "All"

Re: How to set default value in filter corresponding to the user who is viewing the dashboard ?

E_Røse — Tue, 07 Mar 2023 15:15:29 GMT

I am not sure I understand? They only see one territory, and you want that to be selected?
Then you can use sheet actions to select possible in the territory field, before locking the selection.