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Hello I have a file where i put the name of persons and what is the regions they can see all project of this regions
for example person X can see the projects of regions Asia + the projects of 2 project managers in EUROPE
What should i do to do it ?
The structure of the file is like this :
Person_Name, Project Manager , Region
Thanks for help
I would say that, ideally, using the lower granular field as reduction field will provide more flexibility, so in this case, the
"project" would be the reduction field, instead of project manager or region.
However, if your data model has thousands of rows and is exposed to thousands of people, the section access table could grow too big to be maintainable or performing.
In this case, think then on creating profiles or groups of people (you can use a concatenated field at the beginning to make sure you get what you expect):
Simplifying, let's say data looks like this
Project_Manager, Region, Key
John, EU, John|EU
John, US, John|US
Mark, US, Mark|US
Now let's say I have to see Mark's projects (all US) plus those of John in the US as well. Then section access would look like
Person_Name, Key
Miguel, Mark|US
Miguel, John|US
This could be further simplified using a numeric key for each profile.
Circling back, if using project number as the key in the section access table is possible and does not make the table big, use it instead, you will not have to care about any exceptions or combinations: each user will have a line in the section access table for each project he or she is allowed to see.
Perhaps this?
Section Access;
Load * Inline [
ACCESS, USERID, PROJECT MANAGER, REGION
ADMIN, X, *, *
USER, Y, ASIA, EUROPE
USER, Z, USA, PST
];
Section Application;
// X person can see all data
// Y person can see only ASIA Manager data in that EUROPE ...
Zied, here are a couple of links, first one is from the Design Blog area, and it does contain some other posts inside it as well:
https://community.qlik.com/t5/Qlik-Design-Blog/A-Primer-on-Section-Access/ba-p/1465766
Here is the Help link on Section Access too:
https://help.qlik.com/en-US/qlikview/April2019/Subsystems/Client/Content/QV_QlikView/Security.htm
Hopefully if you still have any questions, these links will get you what you need.
Regards,
Brett