Dear Community,

We would like to provide dashboards for our users with pre filtered data according to their roles/groups. 

The user should be able to remove the filter while using the dashboard and then see additional data, so we don't want to use the security filters on tables.

Is there a possibility like a function on a query that checks the logged in users roles/ groups to create a default data filter, that a user is allowed to remove? Or do you have an idea how to implement this?

Thank you for your help!

Best regards, Rico

Hi Rico,

you might want to try the macro expressins CAMIDList or CSVIdentityNameList. To test them, just define a query containing two query items:

• expression definition for item 1: # sq( CAMIDList () ) #
• for item 2: #sq(CSVIdentityNameList ())#

You will see, there is a load of information you can harvest. When using them in a data module or a calculation, the generated SQL can become rather lengthy. In that case, grepping just the relevant information  might help improving your query's performance.

Best, Thomas

Dear Community,

We would like to provide dashboards for our users with pre filtered data according to their roles/groups. 

The user should be able to remove the filter while using the dashboard and then see additional data, so we don't want to use the security filters on tables.

Is there a possibility like a function on a query that checks the logged in users roles/ groups to create a default data filter, that a user is allowed to remove? Or do you have an idea how to implement this?

Thank you for your help!

Best regards, Rico

Hello Thomas,

this is kind of what I was looking for. Thanks a lot!

I inserted a new calculation to the Dashboard, that checks if the string for # sq ( CSVIndentifyNameListe() ) # includes the Users role/ group and created a filter for the Dashboard. Works very well.

Best regards Rico

Hi Rico,

you might want to try the macro expressins CAMIDList or CSVIdentityNameList. To test them, just define a query containing two query items:

• expression definition for item 1: # sq( CAMIDList () ) #
• for item 2: #sq(CSVIdentityNameList ())#

You will see, there is a load of information you can harvest. When using them in a data module or a calculation, the generated SQL can become rather lengthy. In that case, grepping just the relevant information  might help improving your query's performance.

Best, Thomas

Dear Community,

We would like to provide dashboards for our users with pre filtered data according to their roles/groups. 

The user should be able to remove the filter while using the dashboard and then see additional data, so we don't want to use the security filters on tables.

Is there a possibility like a function on a query that checks the logged in users roles/ groups to create a default data filter, that a user is allowed to remove? Or do you have an idea how to implement this?

Thank you for your help!

Best regards, Rico

Default filtering is functionality I have been asking to be in Cognos for a while. If you search this board you will probably see me asking the same question to see if anyone has good ideas how to implement this kind of functionality.

Ideally, any dashboard or report created against a DM/FM should apply a default filter. With the user having the option to remove/change the default filter.  When explaining this to IBM I have used the example of a currency dimension - I want my currency dimension to have a default filter of USD. If there is no default on the dimension then the user would see the sum of all currencies which is a meaningless value. If no specific filter is applied the the product should apply a default filter of USD.

For anyone with an OLAP/PowerPlay background - Cognos provided this exact functionality with the Default Member options, so we know it is needed requirement.

I have yet to find anyway to add such functionality to a DM.

Yes you could create a default filter within the DM, and the dashboard author apply that filter, but there is no way for a consumer to remove that filter without going into edit mode.

Am I missing something?

Hello Thomas,

this is kind of what I was looking for. Thanks a lot!

I inserted a new calculation to the Dashboard, that checks if the string for # sq ( CSVIndentifyNameListe() ) # includes the Users role/ group and created a filter for the Dashboard. Works very well.

Best regards Rico

Hi Rico,

you might want to try the macro expressins CAMIDList or CSVIdentityNameList. To test them, just define a query containing two query items:

• expression definition for item 1: # sq( CAMIDList () ) #
• for item 2: #sq(CSVIdentityNameList ())#

You will see, there is a load of information you can harvest. When using them in a data module or a calculation, the generated SQL can become rather lengthy. In that case, grepping just the relevant information  might help improving your query's performance.

Best, Thomas

Dear Community,

We would like to provide dashboards for our users with pre filtered data according to their roles/groups. 

The user should be able to remove the filter while using the dashboard and then see additional data, so we don't want to use the security filters on tables.

Is there a possibility like a function on a query that checks the logged in users roles/ groups to create a default data filter, that a user is allowed to remove? Or do you have an idea how to implement this?

Thank you for your help!

Best regards, Rico

@Marc Reed, have you considered applying global parameters? https://www.ibm.com/docs/en/cognos-analytics/12.0.0?topic=parameters-using-global

Default filtering is functionality I have been asking to be in Cognos for a while. If you search this board you will probably see me asking the same question to see if anyone has good ideas how to implement this kind of functionality.

Ideally, any dashboard or report created against a DM/FM should apply a default filter. With the user having the option to remove/change the default filter.  When explaining this to IBM I have used the example of a currency dimension - I want my currency dimension to have a default filter of USD. If there is no default on the dimension then the user would see the sum of all currencies which is a meaningless value. If no specific filter is applied the the product should apply a default filter of USD.

For anyone with an OLAP/PowerPlay background - Cognos provided this exact functionality with the Default Member options, so we know it is needed requirement.

I have yet to find anyway to add such functionality to a DM.

Yes you could create a default filter within the DM, and the dashboard author apply that filter, but there is no way for a consumer to remove that filter without going into edit mode.

Am I missing something?

Hello Thomas,

this is kind of what I was looking for. Thanks a lot!

I inserted a new calculation to the Dashboard, that checks if the string for # sq ( CSVIndentifyNameListe() ) # includes the Users role/ group and created a filter for the Dashboard. Works very well.

Best regards Rico

Hi Rico,

you might want to try the macro expressins CAMIDList or CSVIdentityNameList. To test them, just define a query containing two query items:

• expression definition for item 1: # sq( CAMIDList () ) #
• for item 2: #sq(CSVIdentityNameList ())#

You will see, there is a load of information you can harvest. When using them in a data module or a calculation, the generated SQL can become rather lengthy. In that case, grepping just the relevant information  might help improving your query's performance.

Best, Thomas

Dear Community,

We would like to provide dashboards for our users with pre filtered data according to their roles/groups. 

The user should be able to remove the filter while using the dashboard and then see additional data, so we don't want to use the security filters on tables.

Is there a possibility like a function on a query that checks the logged in users roles/ groups to create a default data filter, that a user is allowed to remove? Or do you have an idea how to implement this?

Thank you for your help!

Best regards, Rico