Embedded dashboard to show only the values in filter that I send in data and the user must have at least 1 selected value in that filter
I am required to show an embedded dashboard to users on basis of their position, so if a user is manager for multiple store managers then he should be able to see the filter on stores and in this filter he must get the values that are URL encoded in the shared dashboard data parameter, also the user should be shown data for all the stores that he is manager of if the user deselects all the stores visible in store filter
Hi Archit! I see you reached out to our support team with a similar question, but posting here as well in case anyone else following along is curious!
To clarify, are you describing a use case where each manager sees only their stores when accessing the embedded dashboard, and has the option to filter on only their stores?
If yes, this is definitely possible with embedded dashboards. For this, you would place your embedded dashboard in a portal that takes in the user's login credentials and identifies the store manager who is logged in. This value can then be passed into the store manager filter parameter within your embedded dashboard JSON to ensure that the manager sees his/her data upon logging into the portal with the embedded dashboard. I've linked our documentation with details on the embedded dashboard JSON here for reference.
Next, you would need to set up a parent-child filter that maps stores to store managers. Here the parent filter will contain store managers, and the child filter will contain the stores. I've linked our documentation on parent-child filters here for reference.
Going back to your embedded dashboard JSON, ensure that the parent filter is not called in the "visible" filters list, and the child filter is called in the "visible" filters list, so managers can only filter on their stores.
Let me know if this is what you're looking for and feel free to reach back out on our email thread if any follow up questions hereReply
Let me explain the entire scenario there is a filter for Region whose child filter is Circle whose child filter is City whose child filter is Store, now when I tried embedding the dashboard I had set values in Store filter and respective values in the parent filters also but when the embedded dashboard opened up I could see the Store filter but the other stores belonging to the same city were also visible and user could change these filters to see other stores data rather than being able to see his own store's data .
I need that the stores mentioned in the embedded dashboard filter JSON are only available not the other stores of the same City. Right now I have created another filter wherein user inputs the filter value and I am setting filter values there for store which is kind of a work around but I wanted to know if this can be done directly. Attaching screenshot for your reference (periscope-screenshot1 is the one wherein I have store filter but other stores are also visible. periscope2.png is my work around right now)Reply