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Partner
Partner

Section Access help

Hi All,

I am trying to get section access working by reducing the data by Sales person so they can see only their own sales but i want them to also see the overall sales so they can see their % of sales.

Can anyone help me to do this please?

4 Replies
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Partner
Partner

Re: Section Access help

Can anyone help please?

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Luminary
Luminary

Re: Section Access help

Hi,

I don't know your model, but if you go a such granular level, you won't be able to show overall sales. You can create a variable in your script that holds the sum of all sales and then use that, but this might not be useful if you are working with different markets.

JV

BI Experience | A place to share our Business Intelligence experiences

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Specialist
Specialist

Re: Section Access help

I have not tried this, but you could create a aggregated 'total sales' value in the data model that all sales people have access to in addition to their own values. That way you have both their detail and a grand-total value available without the detail of other sales person activity.

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Creator III
Creator III

Re: Section Access help

I had the same needs on a couple of documents. I (kind of) solved it by creating 'hide prefix' fields that I set on open by using the OSUser() function and then locking them. It's not foolproof and definitely a work-around, but it's seemed to work so far. I wrote up a summary at Fortune Cookie BI: The Magic of the Princess Bride . (Pardon the random Princess Bride quotes; I do that so my designers will at least look at the posts).

If anyone has any thoughts/comments/criticisms I would love to hear them!