How to implement user attribute-based data access restrictions in BoldBI dashboards?
Overview
Data filtering is a crucial aspect of dashboard management in BoldBI, ensuring that users only see data pertinent to their roles or departments. it’s essential to tailor the data each user sees based on their specific privileges. This can be achieved by using custom attributes in query filters to filter data according to the custom attribute. By following these steps, you can successfully configure user-specific data filtering in BoldBI dashboards, enhancing data security and relevance.
Step 1: Create Users and Custom Attributes
First, create users within the BoldBI environment. For example, let’s consider two users, test 1 and test 2.
For test 1, create custom attributes as follows:
monitoringCenter:Refrigerator
For test 2, create custom attributes as follows:
monitoringCenter:OpenAI
Step 2: Edit the Data Source
Navigate to the dashboard’s data source and enter the query designer page. Click on the query filter icon to open the filter configuration.
Step 3: Configure Query Filters
Map the custom attribute to the column that needs to be filtered. For instance, map the monitoringCenter custom attribute to the monitoringCenter column in your dataset.
Step 4: Preview User-Specific Filtering
In preview mode, switch between users to see the filtering in action:
-
When viewing as
test 1, only data withmonitoringCenterRefrigeratorwill be displayed.
-
When viewing as
test 2, only data withmonitoringCenterOpenAIwill be displayed.
Ensure that a custom attribute is set for every user. If a user does not have a corresponding custom attribute, a data retrieval error will occur.
Additional References
For more detailed information and guidance, please refer to the following resources:
