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Overview
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The steps for setting up Access Filters are:
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Creating an Access Filter
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- Select source filters on the connection details page. This will make the source filter step available in the wizard.
- Click Add to add in a new filter or edit to edit an existing record. If you click add you will be prompted for the type of filter you wish to create.
Filter Parameters
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Identifier Type | The Identifier Type and Identifier are used to identify a Yellowfin user. The Identifier Type can be either |
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Identifier | The Identifier field will then be the corresponding user id. |
Filter Type | The Filter Type field is used to determine what type of filter this is. This is critical to assist users when creating views or reports. Select a user friendly type name. |
Reference Id | The Reference Id field is the corresponding data for the matching user. |
Refresh Type
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Defining a Filter Type
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The filter type is used to link the data in your source system with Yellowfin meta-data. It also provides a mechanism to categorise the type of filters that you can make available for your views.
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Note: If you wish to delete a filter type then from the edit popup select a type and click the delete link. You will be prompted to click OK to save your changes. If you delete a type which is in use this may impact your reporting filter process.
Manual Entry
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Note: If records exist you can view these by clicking the view record link located at the bottom of the entry section.
Upload Data File
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Scheduled SQL Query
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The query will run against the source database, and must return four fields corresponding to the fields described above.
Click on the Test Query link to run the query and report any errors. This will test the SQL syntax, but will not validate the data returned.
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Assigning an Access Filter to a View
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Assigning an Access Filter to a Report
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On the Report Data page, open the Report Data section in the Report Options box on the right hand side. The Access Filter selection box contains any filters that have been attached to the selected view.
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Note: that only users with the appropriate security access level will be able to change the Access Filter on a report.
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