Hi all
My organization has requirement to filter at three levels - geographic(region / branch), product, and salesperson. The QVW is using data reduction based on section access. A sales person can belong to only one branch but may sell one or more products.
The idea being there are region heads who should see all branches in their region, branch managers who should see everything in their branch, product managers who should see everything for a specific product globally, and of course, the individual sales people who should see their own data.
Have been trying to read through how this can be implemented in section access, and the way I am attempting to do this is to:
- create all possible combinations of branch, product and salesperson in my section access with access of admin and ntname of the QVS service account, as an example
ACCESS NTNAME BRANCH PRODUCT SALESPERSON
ADMIN QVS B1 P1 S1
ADMIN QVS B1 P1 S2
ADMIN QVS B1 P1 S3
ADMIN QVS B1 P2 S1
ADMIN QVS B1 P2 S2
ADMIN QVS B1 P2 S3
ADMIN QVS B2 P1 S4
ADMIN QVS B2 P2 S4
ADMIN QVS B2 P2 S5
and so on... and:
- specific user level access rows for branch, product and sales person.
ACCESS NTNAME BRANCH PRODUCT SALESPERSON
USER U1 B1 * S1
ADMIN U2 * P1 *
ADMIN U3 B2 * *
and so on...
The second part is not a lot of data, but the problem is, for the first part, each time there is a new sales person or a new product, I have to go back and make sure all the new combinations are included otherwise the initial reduction does not let those data rows come through
I wrote a quick and dirty QVW to load the a list of all sales persons and products from an excel spreadsheet, do joins to create all the combinations and then use a table box to export it to another excel file, which has a master copy of the second part of the section access, which I then read into my main QVW as the section access (if I try to direct 'store' the resulting join table to a QVD or CSV for some reason it wont store the '*'),
it has cut down the time a lot in keeping this updated, but I still have to manually keep doing this each time there is a new sales person or product
There must be a better way of doing this right?
Any help appreciated.
