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Report Filter

21 January, 2014

Hi,

In YF we set access security filter for our reports, our logic is when user login to YF ,only can see the person own data.
But sometimes when that user login, he can�t even see report filter values in filter list. There is no data in filter list.

But we are quite sure that this user have data for the report filter and can access this report.

So we don�t know what is root cause for the problem, can help us to solve it?

Thanks.
Hi Yu,

It's too hard to identify the cause as yet, since we require more information.

Here is what we currently need to home in on the issue;

-What version of Yellowfin are you using?

-Is it only specific users?


-How is your source filter setup ?
This includes your data source entry type
Query used to match the user against the filter
Results returned from the source filter
View setup with the source filter

-Is it only the filter values not returning?
E.g Does the report return the correct data without a filter value being selected?

-How is the filter setup at the report?

Once we have all this info we should be able to identify where the issue lies.

Please let us know your findings.

Regards,
David
Hi David,

Below are answers for your questions:

Question: What version of Yellowfin are you using?
Yu:
Application Version: 6.3
Build: 20130926
Java Version: 1.7.0_06
Operating System: Windows Server 2008 R2 6.1 (amd64)


Question: How is your source filter setup ? This includes your data source entry type
Yu: data source entry type :Scheduled SQL Query
Refresh Type: Updates will be appended to current entries. And refresh filter when new users are created.

Question: Query used to match the user against the filter
Yu: select 'USERID' as "Identifier Type", "user_id" as "Identifier" , 'empl_id' as "Reference Type" , "empl_id" as "Reference Id" from �empl�


Question: Results returned from the source filter
Yu:
USERID Name1 empl_id 00001
USERID Name2 empl_id 00002


Question: View setup with the source filter
Yu: at view level we have table tab with column empl_id value like 00001, we set this column map to source filter empl_id
Any my view is freehand sql view.

Question: Is it only the filter values not returning?
E.g Does the report return the correct data without a filter value being selected?
Yu: In report we already set default filter value, when user login even the user can�t see filter values, by default the report result is correct for this user.
Because no filter value, when user click GO in dashboard, all data will come out for this user only.


Question: How is the filter setup at the report?
Yu: normal filter setup with dropdown list, list box with catch values.


Thanks.
Hi Yu,

Thanks for the extra info.

It sounds like the source filter itself is returning the correct results, but not displaying 'sometimes' in the filter.

I can see you're using an older release, so I would start with running the latest 6.3 update, as I know some fixes were put in a little while ago about filter cache & source filter logic.

Some additional questions;
-Are you using client orgs?
-Have you flagged the field in the view as 'Access Filter Values' :

Forum image

-Does it work if you make the filter 'Access Filter Values'

Forum image


Please let me know how it goes after the update and switching to 'Access Filter Values'

Thanks,
David
Hi David,

Thank you for your support.

Actually your approach is not same as our current report.

I will put more detail in attached.

Thanks.
Hi David,

Here is the detail for report filter in attached.

If you still need other info, please let me know.

Thanks.
Thanks for the info Yu,

It sounds like the source filter is setup correctly, just some users are not added the source filter.
It's the only reason why it would work for some users and not others.

The best thing to do is to create a report with the country & fy_name columns and tick 'empl_id' as the source filter.
Then see what this report returns.
If this returns values, the cached filters should return the exact same data.

Please let me know your findings.

Regards,
David
Hi David,

We tested two scenario based on your input. So kindly see the attached test file.

Thanks.
Hi Yu,

Thanks for the screens. It does seem a little wierd, as the Test 1 report should return results, and you're not actually entering anything in the filters anyway.

What version of YF are you using?


Also, if you select 'cached filter values' for your country filter, does it return any results?
If you include the emplid column in your report, does that return results? (if you even have this column in your view).

With the report that does not return results, what is the SQL that is being run?

Thanks,
David



Hi David,

Please see my reply in attached for your question.

Thanks.
Hi,

Thanks for the additional info.

There are a few things I think we should try;

1. Upgrade Yellowfin to the latest 6.3 update (March 2014)

2. If you're logging in as a user that is not added to the source filter, you are never going to get results in the report or filter, as you do not have access to them.

3. SQL being generated for report is including 'period_id = 0" .
Can you try setting a default value for the 'Period' filter and see if this changes anything. Or even remove this filter completely from the report as a test.

4. If none of this helps.
I think we are going to get a copy of your Yellowfin DB including a snippet of your reporting database so we can setup your environment here in the office.

Please let me know your findings.

Regards,
David


Hi David,

Attached is my reply in detail.

Thanks.
Hi,

Sorry I don't see an attachment :(

Regards,
David

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