Access to regular filters are now supported in the Cross Table tool which allows you to limit what data the users can use when creating tables. Access to Hierarchical filter units and Variable subsets were already supported and by now also having the ability to limit by filters it allows you to limit the access rights in a huge variety of combinations.


End-user view when having limited filter access rights

When an end-user enters the Cross Table tool any variable which the user has limited access to is applied as Filter by default. 


Example: A Segment variable with options X, Y and Z is used as filter variable and the logged in user has access to options X and Y only. When the user opens the Cross Table tool the Segment filters X and Y are applied as filters by default, see image 1 below. If the user now removes the Segment filter the Segment variable appears as a split automatically to ensure the data always is filtered by the applied limited access rights, see image 2 below. The same logic is already used for Hierarchical filters, the hierarchical filter is always applied either as a split or as a filter.


Image 1, here we see how data is filtered by segment X and Y by default when the user enters the Cross Table tool.

 

Image 2, here we now see how the Segment variable is used as split, this happens automatically if the user removes the Segment filter to ensure access rights are followed.


 

Note 1: if a user has access to one filter option only in a filter variable that Filter is not displayed in the filter tab, though the data is always filtered by this option. This is the same logic as used in the StoryTeller.  


Example. A user has limited access rights in the Segment and in the Country filter. In the segment filter the user has access to X and Y and in the Country filter the user has access to Sweden only. When the user enters the Cross Table tool the Segment filter is shown as applied filter in the Filter tab, the Country filter is hidden as the user has access to one option only. Though it is still shown in the result table that data is filtered by Sweden.  In first image below we see how it looks in the Filter tab, Segment Filter is shown only, and in second image we see the filter information in the result table.


Here we see that only Segment filter is shown in Filter tab.


Here we see that data is filtered by both Segment and Country in the filter information.

Note 2: if the Segment variable in the example above is used as a split and the user adds additional splits the splits must be nested as otherwise data access rights are not followed. In this scenario the nesting option is being disabled and the splits are automatically nested.


Here we see how the user added both Segment and Household income as split variables, now these are nested automatically and the user cannot disable the nesting option.


 

Setup

In newly created projects the access to filters in the Cross Table tool is applied automatically when enabling the “Access to filters” option in Project settings page. In projects created before access to filters in Cross Table tool was released you will see two options in the Project settings page, one option for StoryTeller/StoryCreator and another option for the Cross Table tool.


How to enable access rights to filters in the Cross Table tool in newly created projects. As shown the same setting is applied to StoryTellers, StoryCreator and Cross Table tools.


Here we see how to enable access rights to filters in the Cross Table tool in projects created before access to filter support in the Cross Table tool was released.