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OptionDescription
Access FilterThis allows you to associate a field with access filter records for use within reports. See Restricting Data with Access Filters for more information.
Access Filter Logic

If this button is switched on: Report data will be filtered to only show the user records that do not match their access filter record values.

If this button is switched off: Report data will be filtered to only show the user records that match their access filter record values.

Access Level

This allows you to define if all users with access to use the view can see the field, or if it should be hidden and restricted to only a sub set of users, and finally if it's secure.

Fields can be restricted to an individual user and/or groups of users. This will allow only those nominated permission to write reports with these fields.

Users will need to be nominated through the View Security menu.

Field Permissions
Field permissions dictate how the field can be used in reports. For example can the field be displayed, grouped or sorted.

 

Anchor
fieldpermissions
fieldpermissions

OptionDescription
Display Column

Allow this field to be displayed in a report. If not checked, the column may be used, but will be hidden in the report output.

Grouping

Allow the field values to be grouped using the report builder Group Values function.

Drill Anywhere

Allow the field to be displayed in the Drill Anywhere drill fields popup.

Sort Column

Allow the field to have sorting applied directly to it.

Calculations

Allow this field to be used within calculations. This also allows calculated fields to be used within other calculated fields if enabled.

Restrict by Access Filter

If the field is used as a filter, the available values (cached or prompt) will be restricted by any access filters applied to the report.

Filter Text Suggestions

If the text field is used as a filter set to User Prompt - User Entry (not Cached) then Yellowfin will suggest values as the user types.

In order for this option to work, the Filter Text Suggestions option must be enabled on the first step of the View Builder.

Note: using this will mean that Yellowfin queries the source database as the user types, each time they type. This option should only be used if performance has been considered and tested to be found acceptable.


Mandatory FieldDisplayed when the access level is set to ‘Global’. It is used when creating a report to determine if the field selected is a mandatory or suggested field.
Mandatory FilterDisplayed when the access level is set to ‘Global’. It is used when creating a report to determine if the field selected is a mandatory or suggested filter.

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