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I've been trying to create a section access rule for SalesReps to only see their data. I can't seem to get it to work. What am I doing wrong?
SR:
LOAD
SalesRep,
Data
FROM [lib://Path To My File.xlsx]
(ooxml, embedded labels, table is Sheet1);
SalesRep:
LOAD UPPER(SalesRep) as SALESREP, Data
Resident SR;
DROP TABLE SR;
Section Access;
LOAD * inline [
ACCESS, USERID, SALESREP
USER, DOMAIN\NAME, DOMAIN\NAME
USER, DOMAIN\NAME, DOMAIN\NAME
];
section application;
Hi,
The below works for me:
Although, in your case, there is no password so the userid will be visible. Also check to make sure that the below check boxes are checked in the document properties:
This is Qlik Sense, sorry I should have clarified in my description
Hi couple of things
- The Section Access should be at the start of the script. The actual data load must come after the 'Section Application' line, which iteself comes after the section access table load
- Log into the hub and 2x check the userid that the hub is giving you. In the attached screenshot my ID would be:
QTSEL\JPE
- i'm not sure what the data values are for your SALESREP FIELD. If they are the same as USERID then you would use something like the following below
-although not necessary i think you can do the upper() in one load without the resident load. The whole script would look like this:
Section Access;
LOAD * inline [
ACCESS, USERID, SALESREP
USER, QTSEL\JPE, QTSEL\JPE
USER, QTSEL\ABC, QTSEL\ABC
];
section application;
SR:
LOAD
upper(SalesRep) as SALESREP,
Data
FROM [lib://Path To My File.xlsx]
(ooxml, embedded labels, table is Sheet1);
So my SalesRep field is identical to USERID, and even when I format it the way you have it I still see every salesreps data.
Can you post your script , screenshot of userid (like mine above) ?
I'll run a couple of tests myself to confirm. Could be that it wants the back slashes as forward slashes in the userid field but I'd like to test first.
My tests are showing that the date is not reduced when the value in SALESREP has an '\' in it.
If you change the data values to not include a '\' it works. See the changes to section access values under SALESREP below as well as a purgechar() function in the data load to remove the '\' . I'll see if i can find out why this is needed.
Section Access;
LOAD * inline [
ACCESS, USERID, SALESREP
USER, QTSEL\JPE, QTSELJPE
USER, QTSEL\ABC, QTSELABC
];
section application;
SR:
LOAD
purgechar(upper(SalesRep),'\') as SALESREP,
Data
FROM [lib://Path To My File.xlsx]
(ooxml, embedded labels, table is Sheet1);
Couldn't find anything on it. I logged with support. I suggest making the change to a dash or something instead of a slash and going with that. Hope it helps. Let me know if the dash doesn't work.