| Table of Contents | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
What is Row Level Security Per Person?
Row level security limits the rows seen by a user based on a set of criteria. Two users will see the same fields but different counts based on their security assignments.
Step 1 - Create your security assignments
This can be an excel you upload into your workbook or a data source you connect your workbook to. At the very least, the security assignments must include (1) Active Directory ID Current and (2) key field that you want to assign.
Example By Department:
| View file | ||
|---|---|---|
|
Department Code | Department | Identity Active Directory ID Current | Employee Display Name AsOf |
003009 | 9 EAST CRC UNIT | rcmadden | Russia Madden |
000382 | ADV CELL THERAPY LABORATORY | rcmadden | Russia Madden |
000429 | CAMPUS PLANNING OFFICE | saparnell | Sarah Parnell |
003077 | CARDIOLOGY CLINIC | saparnell | Sarah Parnell |
950000A | CHANCELLOR | saparnell | Sarah Parnell |
...
Navigate to the Data Source tab for your Security Assignments. Add a filter for Security Username Check = True.
Note: If you are not in your Security Assignment data source do this step last b/c you will not be able to see any data after applying this filter.
...
Clear your worksheet if you have not yet.
...
Apply this filter to all worksheets that you would like to have Row Level Security.
Additional Notes
...