I have a dashboard where I want users to be able to receive email information for their specific buildings/regions, but still be able to filter & see other buildings’ information in the main dashboard.
Example: User AA manages building B, so I want to set up automated email reporting (using RLS?) that emails user AA their building B information only. However, User AA should still be able to go into the dashboard to filter for other buildings besides B.
Is this possible? What’s the best approach? Thanks!
yes correct, RLS is the one to restrict the access to the data at user/group level. RLS is applicable to a dataset. therefore if you would like to have different data security level between dashboard and email report, you would have to create two separate datasets (from the same original one), one is RLS-enabled, and the other non RLS-enabled.
and then, you would have to create two separate dashboards - one with full access based on non RLS enabled dataset, and the other for email report with RLS enabled. so user AA can access to the dashboard with full access while he/she is getting email report only for the limited building.
Hello!
Can I get more details on RLS. I have a similar use case.
I am trying to send targeted reports to Regional Leaders from a dashboard, while keeping the dashboard open to others for filtering. The dashboard has global data for 800 locations, and 100 regions. I want to send distinct reports to each of the regional leads.
Thanks
Hi @bunmis,
To my understanding, no it would not be possible to do this through one dashboard as opposed to the suggestion of using 2.
One thing you may be able to explore a bit further for an alternate option would be pixel-perfect reporting.
@Viraj_Solanki, here is some additional information on using RLS in QuickSight. For your instance, it may worth checking out the pixel-perfect reporting option as well for the various reporting options.
Let me know if you have any additional questions regarding the original post, if we do not hear back within the next 3 business days, I’ll close out this topic.
Thank you everyone that commented! I took all the feedback into consideration.
I was actually able to apply the RLS on the same dashboard without creating a duplicate dataset or dashboard.
Main dataset:
building region country building_copy
ABC EAST US ABC
DEF WEST US DEF
ABC EAST US ALL
DEF WEST US ALL
RLS dataset:
username building building_all
Bob ABC ABC
Candy DEF DEF
Bob DEF ALL
Candy ABC ALL
Once I did this (created the copy columns) I created two visuals. One visual on the main dataset, I selected on the building_copy column on “ALL” and the other visual I unselected the “ALL”. I then applied the RLS on the main dataset. This allowed one visual to filter on the RLS while the other did not. I hope this helps anyone.
Thank you Brett for the details above.
Can you share more information on personalization? I was told by a developer, you can set filter level personalization by username. So we would just input a log file of usernames and personalization on filters and when the user opens the dashboard, the user specific filters are applied.
I am not able to find more documentation or videos in the Developer area. https://community.amazonquicksight.com/tag/personalization
Thanks