Same Embedded Dashboard, Different Data

Question & Answer
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Hi

I’m new to Quicksight and have a specific question around managing data that shows in an embedded dashboard.

We have a large data set that contains a column containing customer name, lets say it’s called CUSTOMER and has values “Customer1”, “Customer2” etc.

We want to be able to setup analyses and dashboards that are common and shared across all customers as the reports they want to see are the same, but when the dashboard is rendered within our own app we need to be sure that each customer can only see their own data and there is no way they can see other customers data.

So Customer 1 can only see rows with “Customer1” on the CUSTOMER field etc.

Ideally we don’t want to have to create different datasets, analyses and dashboards per-customer as we will have lots of customers and don’t want the overhead of having to clone and manage for each one should a report need to be amended.

Is there an easy way to achieve this in Quicksight?

Thanks

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Hi deevodavis71,

Yep, QuickSight has row-level security (RLS) which filters dashboards, analyses and their underlying datasets.

There are 2 ways you can do this: with user-based rules or tag-based rules. For the embedded dashboard, if you’re using anonymous embedding then you can simply use tags.

Otherwise (like in my own organisation) we use user-based rules. For this, you create a new dataset with users and/or groups and then you can specify values for certain fields.

The link above should take you to a summary page which gives more info on both methods.

Hope this helps!

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