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Section Access question: Is there a method to show all data on tab but restrict elsewhere

I have successfully implemented section access on my application but have one pitfall and wondering if there is a method to get around

We have a tab the shows data that we do NOT want restricted.   On subsequent tabs we want to show the restricted data.

Scenario:

TAB1 contains daily sales information and summarized data.   We want this data open to all users.

TAB2 contains historical sales data that we want to restrict so that the salesperson only sees his/her data

I have Section access working so that it is restricting data in TAB1 based on salesperson.

Is the only way to do this to create specific data sets for the daily data therefore doubling the data ?

2 Replies
Peter_Cammaert
Partner - Champion III
Partner - Champion III

This can be done, but you will have to perform some magic in your data model/load script. There is no switch to flick for this to happen. Because sheets are just a way to present multiple object in an organised way, they offer no data or behavior separation on their own.

To make this work, you should expand your links between section access definitions and the actual data to make a difference between current sales (link everything to everyone) and the historical sales (link everyone to just their own data).

Imagine that every user has a Section Access link field called FirstName. The FirstName also occurs in all sales data (to indicate that some facts are tied to specific people).

Do one of these things:

  • Add a second SA row for every user, in which FirstName = ALL. Now set the FirstName field in your facts to contain ALL for all data of the current date, OR
  • do not change Section Access, but add a link table in Section Application that maps every FirstName value from SA to a new field FirstName2 and has two rows for every FirstName value (one containing a copy of the FirstName value, and one containing ALL), rename the facts field FirstNmae into FirstName2 and make sure that FirstName2 contains ALL for the sales of the current day..

Best,

Peter

Not applicable
Author

I get what you are saying, but todays data does get rolled up into the historical and we can also search back daily data to get historical so I don’t think that method would work.

I think the only way here to do this is to load all data twice…..