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Section access from regional , district managers and territory sales rep

Hi All,

The problem i am facing now is that my dashboard has an alignment table and a metric table.

So the alignment table is in the format

RegionDistrictTerritoryZip
AA1A1287321
AA1A1323456
BB2B2423457

The Fact table is in the form

ZipQuantityCost Per Price

Now i am rolling the data based on the Zip join for the quantity and sales made.

The problem is that my client wants the follow requirements:

Each Sales Rep should be able to see his territory data.

His parent district data.

Should not see his peer territory data

See his parent region data

See the national data.

So sales rep of A12 should not see A13 sales but is allowed to see A1's data.

How do i go about this? Have read about section access but still not able to come to an approach.

Any help would be greatly appreciated.

Thanks,

Tags (2)
6 Replies
mov
Esteemed Contributor III

Section access from regional , district managers and territory sales rep

Section Access is only part of a solution.  To allow Rep to see aggregated District,Region, and National level data without access to the peers' data, you have to create pre-aggregated Regional, District, and National data in the script, and allow each Rep to see this pre-aggregated data.

Not applicable

Section access from regional , district managers and territory sales rep

So are you proposing a solution in the form of

Geog Level GeoID     Qty     Price

Nation          Nation     x     y

Region          A          x     y

District          A1         x     y

Territory        A12        x    y

for each territory? so say if i have 6000 Territories i would result in 6000x4 records.? Am i right on that? My data size is around 1.6 Mil records spanned over 2 yrs at a weekly level for ~10,000 zips.

Tried the approach above and the application crashed with stating insufficient memory.

Help!

mov
Esteemed Contributor III

Section access from regional , district managers and territory sales rep

It is not what I'm proposing.
You need your data in the original raw format per Zip, or aggreagted per Territory.  In addition, I propose to use data aggragated per Region, per District, and National.
Region   Region X   Region Y - once per Region, not for each Rep, but avaiable for each Rep in Region to see.
District  District X  District Y - once per Dsitrict, avaiable for any Rep in district.
National  National X  National Y - only once, avaiable for all.

Not applicable

Re: Section access from regional , district managers and territory sales rep

I have attached the current format i have it in.

I am very sorry i could not get your approach completely. Could you make a small example set in the file i am sharing with you so that i can understand it more completely?

Thanks a lot for sparing the time and the help.

Regards,

Prateek

mov
Esteemed Contributor III

Section access from regional , district managers and territory sales rep

Hi Prateek,

I really don't have much time, and do not download attachments.  Here is my own very simple example with aggregated District and with Section Access:


Section Access;

sa:
LOAD * INLINE [
USERID,  TERR, ACCESS
ADMIN,  ,  ADMIN
R1,   A1,  USER
R2,   A2,  USER
R3,   B1,  USER
R4,   B2,  USER
R5,   C1,  USER
R6,   C2,  USER
R7,   C3,  USER
];

Section Application;


tab1:
LOAD * INLINE [
District,  TERR, X 
a,    A1,  12
a,    A2,  20
b,    B1,  13
b,    B2,  14
c,    C1,  11
c,    c2,  10
c,    C3,  8
];

tab2:
load
District,
sum(X) as DistrictX
resident tab1
group by District
;

Try to login as R1, R2, R3, etc. - they see their own Terr, and total District.

Hope it will help you to move forward.

Regards,
Michael

brindlogcool
Contributor III

Re: Section access from regional , district managers and territory sales rep

Hi,

Do you got any solution for this. I have a similar requirement where Terr person should see only his territory.Where as the district will be able to see his district and terr. Similarly the higher roles.

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