Creating a security list

Security lists can be used to tailor visual report or dashboard content to the security level of the user who is viewing the report or dashboard.

About this task

For example, members of the sales team could see sales data, whereas members of the executive team could see sales and profitability data on a particular chart in the dashboard. You can only implement the security list function for visual reports and dashboards that are saved in secured repositories.

To create a security list and implement the security list function:

Procedure

  1. You can open the New Security List Wizard in one of the following ways:
    • From the Project Explorer view, expand the Globals node. Right-click the Security Lists node. Select Insert Security List from the pop-up menu. The New Security List Wizard opens.
    • From the Project Explorer view, expand the Globals node. Double-click the Security Lists node. The New Security List Wizard opens.
  2. Type a unique name for the security list in the Name field.
  3. Select the users and groups that will be a part of this security list.
  4. Click Finish. The security list is added to the Security Lists folder in the Project Explorer view. You can create multiple security lists. Each list can contain a similar or unique set of users and groups. Each list must have a unique name.
  5. Insert an object into your visual report or dashboard.
  6. Click in the cell of the property that you will control based on the security level of your user. You can choose any property. In order to control what data is displayed to a user, you would select the visibility property for the object.
  7. Click the Edit with Expression Designer toolbar button in the Properties view. The Expression Designer opens. Clear the designer work area. Expand the Security node of the function tree. Double-click the function isSecurityLevel. The template for the function appears as follows in the designer work area: isSecurityLevel(strText).
  8. You will replace the text parameter with a security list. Highlight strText. Expand the Security List folder from the designer tree. Double-click the security list that you want to view the object. The property value appears in the designer work area as follows: isSecurityLevel("SecurityList1").
  9. Click Apply.
  10. Click OK. Only the users that are included in the security list that you selected can view the object.