Email Specific User Specific Data

Question & Answer
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1

Please see the sample data -

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In the QS Dashboard, in the Table Visualization, I have the following Columns displayed
SIM Issue ID, Status, Assignee, Created Date, Last Updated Date.

I want to email the user only the data pertaining to that user.
Example :- If the Assignee is XYZ, I want to select and email only the Rows where the Assignee is XYZ likewise if the Assignee is SEE, then only the rows where the Assignee is SEE should be emailed to that User.

Is this something possible to achieve. Please let me know. thank you.

2

Hello @sree

Welcome to the community! Thanks for your question!

You can use Row-Level Security (RLS) in Amazon QuickSight to restrict data access based on the assignee.

By setting up RLS, you can ensure that users only receive data relevant to them, enhancing security and data privacy.

Prepare Your Data for RLS:

  • Ensure your dataset includes a column that identifies users, such as Assignee.
    Create a Permissions Table:

Create a Permissions Table:

  • Create a separate table that maps users to the rows they should have access to. This table should include columns for User and Assignee.

Example:

User Assignee
user1@example.com XYZ
user2@example.com SEE

Upload the Permissions Table to QuickSight:

  • Go to QuickSight and choose Manage data.
  • Click New dataset and upload your permissions table.

Set Up Row-Level Security:

  • Go to the dataset for which you want to set up RLS.
  • Click on Permissions and select Row-level security.
  • Choose the permissions table you uploaded.
  • Map the columns from your main dataset and permissions table. For example, map the Assignee column in your main dataset to the Assignee column in the permissions table, and map the User column in your permissions table to the Username field.
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3

The requirement is :- 1) when they go to QS Dashboard, they should see everything. 2) When sending email, they should see only the data pertaining to that user.

is this possible ?

4

Hi @sree

Yes, it is possible. Create two different datasets: one applied with RLS and another without RLS. You can publish a dashboard on the dataset without RLS, allowing users to see everything. Create another dashboard on the RLS dataset and schedule a report to send to users. This report will include only the data pertaining to each user.

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5

Hi @Sree,

The solution @Xclipse provided initially (RLS) is the recommended approach if data security is important. However, since you are looking to do this filtering only for emails and want your users to be able to see all data via console, you can look at using dynamic defaults for your filters. This will help you set the filters to values that are relevant to each user and this will be used in emails.

When they access via console, the same defaults will applied and they will initially see filtered view. They can then reset the filter to show all values to get to full data. If their preference is to see that unfiltered view always, they can create a bookmark and make that their default view.

Iā€™m marking this as the solution to your question. Please let us know if you have further questions.

Regards,
Arun Santhosh
Pr QuickSight SA

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6

Thanks @ArunSanthosh for the clarification, appreciate your time. Alex

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