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fashid
Specialist
Specialist

Logic needed to build a scorecard sheet with and without security

Hi,

I am working on an application which has section access implemented based on region fields in the application.

So whenever a user logs in he/she can see the data only for the region assigned to that user.

Now i want to build a new scorecard sheet in which when a user logs in the user can see his/her data as well as data of other regions so as to get an understanding of where the user stands as compared to other regions.

How can i go about doing this .

I appreciate all your help.

Regards,

Nadeem

22 Replies
fashid
Specialist
Specialist
Author

I am sorry i couldn explain the issue corectly .

I am attaching the section access excel file and a screen shot of what is required.

When you see the screenshot there are 3 gauge charts .

These gauge charts should show only the data for that particular region which the user is tied to .

Below the gauge charts there are two straight tables.

These staraight tables should show data for all the regions.

Please have a look at my section access excel and the screenshot.

And thank you soo much for helping me out.

Regards,

Nadeem

Gysbert_Wassenaar
Partner - Champion III
Partner - Champion III

Change the expressions of the user specific gauge to a set analysis expression that uses the QVUser() function to retrieve the name of the user. For example sum(Sales) becomes sum({<MyUser={'$(=QVUser())'}>}Sales)


talk is cheap, supply exceeds demand
prieper
Master II
Master II

Balanced ScoreCard

You will not need to have a separate calendar, just the opposite: usually the calendar is the common link.

You may have a table with Details, like:

User, Transaction, Date etc.

Then a calendar with Date, Month etc.

Finally the summary with Date.

HTH Peter

fashid
Specialist
Specialist
Author

Hi gwassenaar

I could not work on the application for the last two days as i did not have access so sorry for the discontinuity .

I do not have a user field in my application.

User fields are only present in the section access.

.even if it was there how would this expression restrict data for that particular user.

Regards,

Nadeem

Gysbert_Wassenaar
Partner - Champion III
Partner - Champion III

If there is no way to link data to a particular user then what you want is impossible.


talk is cheap, supply exceeds demand
fashid
Specialist
Specialist
Author

I am attaching the sample app on which i am working.

Actually the logic has been already done in the application . It is just that i am failing to understand how it has been implemented.

Now Consider the following situation :-

when the user logs in and the user has access to DEL branch then only that branch will show in the list box by default.

But now when he clicks on the Get 5 or the Claims Tab he is able to see the data for all the branches.

This is what i have to replicate in SHEET 15.

I am also attaching a screenshot of the default behavior.

In the screenshot you can see what happenes when the user selects the GET 5 tab .(Inspite of having access on only one branch DEL he is able to see all branches on that TAB)

Regards,

Nadeem

prieper
Master II
Master II

Is it necessary to post a 50MB attachment? Please check ways to reduce data ....

For clarity: You do not wish to restrict the data, but wish to show details on one sheet and summary on another?

Peter

fashid
Specialist
Specialist
Author

I am sorry for the large size of the document.

I would definitely check into that .

i do want to restrict the data. It is only the two tabs that have no restriction on data .

I have also attached the section access xls file used.

Regards,

Nadeem

prieper
Master II
Master II

Nadeem,

seem that you mix different concepts:

Access-restriction will restrict the entire data, and will be valid throughout the entire applications.

Think that your requirement might be achieved by formulas in the different sheets, like

IF(OSUSER() = 'A', .....

Peter

fashid
Specialist
Specialist
Author

Hi Peter,

I am sorry , maybe i am not able to explain correctly, but if you go through my application you would  understand what i am referring to .

Regards,

Nadeem