topic Re: Section Access restricting visibility to data in QlikView

Section Access restricting visibility to data

Wed, 25 Nov 2020 16:16:04 GMT

I have setup Section Access for our Monthly Sales Report. I have managed to restrict access by Account Manager but I also want to restrict visibility for a particular user/group of users so that they cannot see sales/budget values only volumes. I have tried reading the post on Section Access on the forum and all the sub sections of this but I can't find a scenario that matches what I need to do. Is it possible to do what I want?

This is my Section Access file as it stands at the moment and it works as I expect it to, restricting the users to products linked to their StockBDM code.

What I want to do is restrict the user JessicaPace to only be able to select volumes from this selection option.

and this is the script to display the above.

Any help with this would be greatly appreciated.

Thanks Steve.

Re: Section Access restricting visibility to data

Colin-Albert — Mon, 20 Feb 2017 12:57:39 GMT

The key to Section Access is UPPERCASE.

The field names & data within the fields needs to be uppercase for section access to work.

Have a look at these examples QlikView Section Access Examples

Re: Section Access restricting visibility to data

sasikanth — Mon, 20 Feb 2017 13:04:15 GMT

HI,

Try to use OMIT in this case like

NTNAME ,OMIT

TSL\JESSICAPACE, Sales value

TSL\JESSICAPACE,cost value

TSL\JESSICAPACE,Margin value

etc, list all fields in separate rows which you do not want to give and

Load this file from your excel within section access and application.

Also make sure all FIELD Names in UPPER CASE

Re: Section Access restricting visibility to data

Mon, 20 Feb 2017 13:05:34 GMT

Hi Colin

Thanks but that is not the problem I am having. My Section Access works as it is at the moment but how do I only allow Jess to select volumes and not values from the Metrics list by using my Section Access spreadsheet?

Thanks Steve

Re: Section Access restricting visibility to data

adamdavi3s — Mon, 20 Feb 2017 13:07:21 GMT

I didn't think that was the case?

The NT and access need to be in uppercase but I thought fields and data could be any case?

Certainly that is how it is working in our V12 environment, example of our control table:

Re: Section Access restricting visibility to data

Colin-Albert — Mon, 20 Feb 2017 13:14:36 GMT

That's good if v12 is not so critical on uppercase - I have not checked v12 specifically.

It has always been from v8.5 when I started with QlikView, that the golden rule for Section Access was uppercase, uppercase and if in doubt uppercase.

Part of it depends how the data is loaded. If loading from inline tables then the SA data is loaded as uppercase automatically. If loading from a database then you need to check the case of the field names and data.

Re: Section Access restricting visibility to data

Colin-Albert — Mon, 20 Feb 2017 13:22:01 GMT

To hide data from specific users then you will need to use the OMIT option as sasi k suggested.

Remember that other expressions in your charts may fail if the field they require has been omitted

Re: Section Access restricting visibility to data

adamdavi3s — Mon, 20 Feb 2017 13:51:14 GMT

Agreed, uppercase, uppercase uppercase

However V12 seems more forgiving, I might be mistaken but the above code is certainly working for us

Re: Section Access restricting visibility to data

Mon, 20 Feb 2017 15:32:03 GMT

I've added the OMIT field to my Section Access spreadsheet, and included the OMIT field in the load, but it still allows me to select the Sales Value and displays the data when logged in as Jess.

Is there something I've done wrong?

Thanks Steve.

Re: Section Access restricting visibility to data

Colin-Albert — Mon, 20 Feb 2017 16:24:01 GMT

Try changing the Sales Value field to be uppercase both in the data model and in the OMIT column?

Re: Section Access restricting visibility to data

Mon, 20 Feb 2017 16:48:06 GMT

Hi Colin

Tried that under my login to save me logging in and out every 5 minutes. Still allows me to select SALES VALUE from the list and displays data in the chart.

Thanks, Steve.

Re: Section Access restricting visibility to data

Peter_Cammaert — Mon, 20 Feb 2017 17:19:30 GMT

OMIT doesn't work that way. In the OMIT column you specify a field name. It that field cannot be found (as in your case) then it has been successfully omitted

Re: Section Access restricting visibility to data

Colin-Albert — Mon, 20 Feb 2017 17:20:33 GMT

Which fields exist in your data [SALES VALUE], [Sales Value] or both?

Can you test if the sales value data exists in a listbox rather than an ad-hoc chart, as OMIT should remove that field from the model for the user. Once you are certain that the data has been omitted correctly then look at getting the Ad-hoc chart correct.

Are you fully exiting the QV client and signing in again between tests to ensure that fresh credentials are used not cached credentials? To test section access means signing in and out a lot, there's no shortcut! Which client are you testing this on Ajax or desktop?

Re: Section Access restricting visibility to data

MK9885 — Mon, 20 Feb 2017 18:36:14 GMT

Problem with section acces and OMIT

Find the correct answer by Miguel in above link, he has attached a sample qvw.

OMIT is used to limit the FIELDS

If you want to limit the values within the field then use that FIELDNAME and under that place VALUE.

Ex:

Section Access;

Load * Inline [

ACCESS, USERNAME, OMIT, COUNTRY

USER, USERNAME1, SALES, USA

ADMIN, ADMIN, *, *

USER, USERNAME2, ,

USER, USERNAME3, PROFIT, UK

];

Section Application;

In above example, COUNTRY is a Fieldname and it has values USA, UK etc....

USER1 will only see USA and USER3 will see only from UK while USER1 will not see SALES FIELD

Re: Section Access restricting visibility to data

sasikanth — Tue, 21 Feb 2017 07:06:25 GMT

HI,

Please find the attache Application.

username :ADMIN

Pwd: ADMIN

Usernmae: Jessica

pwd: Jessica

Might be this is what you are looking for else please let us know

Re: Section Access restricting visibility to data

Tue, 21 Feb 2017 15:14:06 GMT

Hi Sasi

Yes that is close to what I am looking for although I don't really want users to be having to enter a username and password. Thanks for the help.

Re: Section Access restricting visibility to data

Tue, 21 Feb 2017 15:45:08 GMT

Hi Colin

I'm using the QV Desktop, V12. Yes I have been exiting the client and then reopening. What I can't find is how the %metric links back to fields generated by the QVDs we have that then work within the report.

The person who created the report is no longer contactable so I am at a bit of a loss with this one. Thanks for your help but I think this is going to require paid time with a consultant.

Re: Section Access restricting visibility to data

MK9885 — Tue, 21 Feb 2017 16:36:16 GMT

Username and Password can be removed and instead of that use NTNAME.

As locally we can test SA by logging in as different users.

But if you remove those 2 fields and just use NTNAME the result should be same and it will restrict users based on NTNAME, both locally and on access point.

Re: Section Access restricting visibility to data

sasikanth — Wed, 22 Feb 2017 07:08:40 GMT

HI,

Try to replace USERID & PASWWORD with NTNAME in that case

Re: Section Access restricting visibility to data

Colin-Albert — Wed, 22 Feb 2017 11:16:42 GMT

The %metric will be used in a Conditional Show expression in the chart columns of your ad-hoc chart.
This is nothing to do with Section Access and is an Ad-Hoc chart issue.

There is an example Ad-Hoc Chart in the "Whats New in V11" example app.

The show condition will be something like this