In your roles, you may specify certain criteria, Forced criteria, that should be forcefully applied to members of the role as they log on to the TARGIT client. These end users are not able to circumvent the effect of a forced criteria.
It is also possible to apply a lighter version of this feature, Initial criteria, which applies the criteria, initially, as the users log on to the TARGIT client. However, the user is capable of afterwards removing or changing this type of criteria in the TARGIT client.
As an example, consider a larger reseller chain with a number of individual stores. Each store manager has access to the common, central Data Warehouse, but store managers should only be allowed to see data related to their own store.
In this case you will have to create a role for each store, each role having its own specific forced criteria on the Store dimension.
To apply forced and/or initial criteria, use the Criteria tab, when defining the role.
To add forced criteria, click ‘Add forced criteria’. It is now possible to browse through the dimensions and set the criteria as desired. It is even possible to use the Search members feature to make it easier to find the desired dimension member(s).
By clicking a dimension member more than once, it is possible to toggle between two operators.
Initial criteria are set up the same way.
Forced criteria, by definition, cannot be changed by the end user. Initial criteria, on the other hand, can be changed by the end user when working with the Dashboard or Report.
In that context it is also worth mentioning, that the Initial criteria can be ignored on document level. This means that you, as a TARGIT Designer user, can create TARGIT documents in your solution that ignores the initial criteria completely.
In the document, this is handled with a checkmark in the criteria tab (shown below in red square):
Comments
Is it possible to have a forced and a initial criteria on the same dimension same levels but different values. We have a need for that in some cases.
We have discussed if a second connection and two different roles and different dimension values for the same dimension could solve the problem.
/OA
Hi Ole Arp,
Having different forced and initial criteria - from same dimension, same level - will cause a conflict. You can choose to ignore the initial criteria, but then you will only see the effect from the forced criteria anyway.
Others have solved by making a second, identical connection to the same database (different connection name though). Then you can have e.g. two identical crosstabs (from two different connections) next to each other in a dashboard. One can be effected by the forced criteria, while the other can be affected by the initial criteria.
BR/OD
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