Example Two - Apply Multiple Role-Based Filters in a Workbook

This example shows how sales vice presidents and sales representatives use the same shared workbook to analyze sales data. Vice presidents can see the sales data for every sales representative in their team. Sales representatives can only see their own sales data.

Example report

Sales vice presidents or sales representatives can open the same shared workbook and see data appropriate to their application role and user ID.

• When a sales vice president logs into Oracle Analytics and opens the shared sales workbook, they see the sales data for each sales representative in their team. In this example, sales vice president dvauthoruser can see a sales summary for sales representatives in their team (bitechtest, bitechtest2, and bitechtest3).
  
  
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• When a sales representative logs into Oracle Analytics and opens the shared sales workbook, they only see their own sales data. In this example, sales representative bitechtest2 can see his or her sales $33,692.11.
  
  
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Example data

The example dataset contains sales data, with the sales representative ID in the SALESREP_ID column.

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The sales vice president to sales representative hierarchy is implemented using a RepHierarchy table.

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The RepHierarchy table relates sales vice presidents to sales representatives in their team:

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Example users and application roles

• Users dvauthoruser and dvauthoruser2 are assigned the application role Sales VP.
• Users bitechtest to bitechtest7 are assigned the application role Sales Rep.

Example dataset access configuration

In the Inspect dialog for the dataset, under Access, then Roles, authenticated users are given Read-Only access.

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Example role-based filters

The workbook author applies two role-based filters to the dataset used by the workbook, one for sales vice presidents and one for sales representatives.

• The workbook author applies a role-based filter to the sales vice president 'Sales VP' application role with the expression SALESVP_ID = USER(). The argument USER() is a system variable in Oracle Analytics that provides the ID of the logged-in user.
  
  
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• The workbook author also applies a role-based filter to the 'Sales Rep' application role with the expression SALESREP_ID = USER().
  
  
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