I have a dashboard that I need to secure by department manager. The dashboard I created uses a BAQ that assigns a department by GL Account Segment. for example, Case When SgmentValue2 = ‘030’ then ‘Accounting’, etc.
I need to use that calculated field to only show the end user the budget for their department. For example, if the end user is the IT Director, they would only see the data for IT. I am racking my brain trying to figure this out and it is driving me crazy.
I don’t remember the specifics but at my last company we used User Codes to setup what departments they were allowed to see and built security off of that.
The BAQ can know the current user’s username (BAQ Special Constants in table criteria).
So now you need to link username to “department” in your data. One way is a UD field on userfile table where you enter the department for each user. Another way is to create PerCon records for each user, link the username to the PerCon, and then enter the department on a PerCon field. There are many many other ways you can do this but the key is to link it all back to the userfile table.