Author Topic: Business Insight - Display Results Based on User  (Read 493 times)

Offline rwaugh

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Business Insight - Display Results Based on User
« on: 12 Apr 2017 01:38:24 pm »
Hello,

I have a report that I created in business insight advanced that shows case information and due dates for a workers case load.  I'd like for workers to be able to run the report without having to select their name in the list of users.  Better still would be if they could set the report as their "home" page and anytime they log in the report would refresh to their current case load and show their due dates.

Is this even possible?  If so, any input would be greatly appreciated!

Thanks.

Offline Lynn

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Re: Business Insight - Display Results Based on User
« Reply #1 on: 13 Apr 2017 02:17:36 am »
Hello,

I have a report that I created in business insight advanced that shows case information and due dates for a workers case load.  I'd like for workers to be able to run the report without having to select their name in the list of users.  Better still would be if they could set the report as their "home" page and anytime they log in the report would refresh to their current case load and show their due dates.

Is this even possible?  If so, any input would be greatly appreciated!

Thanks.

There are session macros that return information about the logged in user. I believe userName gives you the login ID and there are others for givenName and surname. It will depend a lot on what you've got in your model that you can compare to it. The given and surname information in your database may or may not match the names as entered in the authentication provider so having ID information is a reliable method. In the example below, I'd probably also wrap both sides in a lower() function to ensure any case differences are eliminated.

[Cognos User ID in your model] = #sq( $account.personalInfo.userName )#

Offline rwaugh

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Re: Business Insight - Display Results Based on User
« Reply #2 on: 13 Apr 2017 08:52:24 am »
Thank you Lynn!  From what I just tested, this should do the trick.  I won't know for sure until I find myself a guinea pig in the office but from what I can see right now, this is perfect!

Offline Lynn

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Re: Business Insight - Display Results Based on User
« Reply #3 on: 13 Apr 2017 09:06:43 am »
Great! Glad it is looking hopeful  :)

 


       
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