How to Restrict Dashboard Parameter Values Based on User Filters

In BoldBI, you may want to restrict the values shown in a dashboard parameter based on the user. Although you cannot directly use a dashboard parameter in a user-based filter, you can achieve this by applying a user-based filter to the data source column used in the dashboard parameter.

Steps to Restrict Dashboard Parameter Values

1. Create a dashboard parameter based on the desired data source column (e.g., CustomerID).
   
   
2. Apply a user-based filter for the same data source column (e.g., CustomerID).
   
   
3. The dashboard parameter will be restricted based on the user-based filter information in view mode.
   
   

Using Data Source Type User-Based Filter

1. To make the process smoother, you can use a Data Source type user-based filter instead of a Manual type user-based filter.
2. To implement the alternative approach using Data Source type user-based filters, create a new data source based on the column used in the dashboard parameter, add user details to it, use this data source in the Data Source type user-based filter, and map the filter to the respective user.

By following these steps, you can restrict access to the list created as a dashboard parameter based on the user.

Additional References

• https://help.boldbi.com/working-with-data-source/dashboard-parameter/