Apply a User Map to a Dataset
User Maps allow defining the slices of data from the Dataset that specific users are allowed to see.
It functions as a stencil applied to a Dataset, showing only allowed data and hiding the rest of it, but this 'stencil' may be different for different users in accordance with access settings defined in the User Map.
Both a Dataset and a User Map corresponding to the data in the Dataset must already exist.
For this example, the following are used:
- Dataset: ('Sales Data by Country and Channel'): contains sales info per calendar_date, channel, country, units, sales. For more info: Create a Dataset
- User map ('Channel / Country'): limits access of Power and Regular users to specific data per country and channel. For more info: Create a User Map
Follow the instructions below to apply a User Map restrictions to the Dataset values.
Applying a User Map to the Dataset
- Access Admin > Datasets > select the required Dataset from the list
- Open the Access tab
- Access Mode: set to 'only specified rows'. This allows to apply an Access Map to this Dataset and define what parameters should be available to specific Regular or Power users.
- User Map: select the previously created User Map from the drop-down list. User Map must contain a column with usernames and other column(s) which can be joined to the current Dataset to filter it down to the relevant subset.
- Column Mapping: define the parameters that are influenced by restrictions from the Access Map. In this example Access Map restricts access to Country and Channel (Column 2 - Access Map parameters). Select the matching columns for Dataset parameters.
- At the upper right corner of the screen click Update Data.
User Permissions and Privileges
Even though a Power or Regular User receives a right to review a slice of data from the Dataset via the Access Map, he must be also given the respective Permissions and Privileges related to the associated Dataset. For more details, see Dataset/User Map Security Overview (Release 5.2.1 and beyond)
NOTE: In this example, we also granted Arlen:
- General Privileges to interact with datasets in the User Editor
- Permission to access this particular Dataset at the Dataset Editor > Advanced tab > Permissions
Check the Result
According to the User Map, user 'Arlen' has access to sales data from 'website visits' channel in Canada, Germany and United Kingdom; therefore, her view of the data is limited to these values, regardless of the View chosen.