2 Replies Latest reply on May 15, 2018 1:42 AM by Steve Y

    How to set custom view/default filter for users?

    Steve Y

      Hi,

       

      I am server admin and the workbook publisher.

       

      The workbook contains information of 3 department and different users have different right to view the data:

           User A: Department A

           User B: Department B

           User C: Department A, Department C

       

      The meaning of combining multiple department data in my data set is misleading, so the department filter is a single select filter.

      I set user filters based on their right. I tried the below settings:

       

      1. Select department A when published

           Default View of users:

           User A: Department A

           User B: BLANK when open the dashboard. When he/she change the filter to Department B, the Department B appears.

           User C: Department A

       

      2. Select use all values in department filter when published

           Default View of users:

           User A: Department A

           User B: Department B

           User C: Department A+C. He/she has to change the filter to Department C

       

      Is there any way to set default filter for uses?

           User A: Department A

           User B: Department B

           User C: Department C

       

      I know that custom view is one of the solution. However, it is created by users themselves. Is there any way that I (server admin & publisher) can set custom view for users?