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Custom Parameters - User level

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Custom Parameters - User level

In CSSPortal, you can set custom options parameters at a user level. Meaning that if a user that run this report, he/she will see the parameters and their options as you have specified here. This will enable you to limit the pick list options for parameters in your report, and users can only select a value or from a list of values that you specify.

A few things to remember with report level custom parameters:

  • Any custom parameter settings specified at a user level will override any custom parameter settings used at a report level. (Custom Parameters - Report Level)
  • These settings will apply globally to the users' experience in CSSPortal. Meaning, that users with custom parameter settings will always use these settings when accessing any report with matching parameters.

There are a few ways the parameter selection options can be customized at a user level:

  1. Specified Parameter Value: The administrator can  manually specify a value for a parameter. when a user runs any report in CSSPortal, any matching parameters will be automatically filled with the specified value. The parameter and its value will not appear to the end user in any way. The user will have no control over that particular parameter and will not be able to see it.
  2. Customized Pick List: Dynamically or Statically populate a pick list for the user. Instead of a pick list built into the designed report, a list of values specified by the admin, specifically for this user, will be displayed to said user.
    • Static Values: The administrator manually specifies the value or values for the pick list in the report. The value as it appears to the user does not necessarily need be the same value fed into the report. The user will only be able to select parameter values from the pick list that the administrator has created.
    • Dynamic Values: The administrator specifies the value or values for the pick list in the report based on a data set. Creating a data item (a query that determines the pick list), limits the available values that the user can select. These values can fluctuate based on the results of the Data Item (query) itself. Since this is at a user level, specific database settings and credentials can be determined for each user, allowing the Data Item results to vary from user to user.

Specify a parameter value at a User Level

You can use this option to set a parameter value for a user. Once set, any report the user runs with a matching parameter will automatically run with the said value.

In the members section, edit the user to specify a parameter. Click to expand the 'User Defaults' section. In the parameter values section. Enter the name of the parameter you wish to specify for that user. In the 'Type' field, you can select the type of parameter (Basic, multi value, range). Finally enter the parameter value that will be fed into the report.

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Clicking add, the parameter and its specified value will be added to the user's account. You cannot add the same parameter with different values to the same user. You can continue adding different parameters to the list. When done save. Any time a specified parameter appears in a report, the parameter is then made invisible to the user; automatically executing the report with the preset parameter value.

Also remember:

  • Multi-value parameters are comma delimited. For example - The companyname parameter would have the specified values of Around the horn,The Cracker Box,Alfreds Fitterkiste
  • Date value formats must match exactly to the data source both in delimiter and letter case. For example - mm-dd-YYYY
  • This setting will override any parameter settings made at a group/report level for this user.

 

Specifying Pick Lists at a User Level

You can use this option to specify a list values available to a user for any given parameter. This allows you to control what values a user has to select from and allow them to differ from user to user. To access this setting, edit a member, then expand the 'User Defaults' section.

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 There are two ways to populate a parameter's pick list:

  • Static Values: The administrator manually specifies the value or values for the pick list in the report. The value as it appears to the user does not necessarily need be the same value fed into the report. The user will only be able to select parameter values from the pick list that the administrator has created.
  • Dynamic Values: The administrator specifies the value or values for the pick list in the report based on a data set. Creating a data item (a query that determines the pick list), limits the available values that the user can select. These values can fluctuate based on the results of the Data Item (query) itself. Since this is at a user level, specific database settings and credentials can be determined for each user, allowing the Data Item results to vary from user to user.

Populating Parameters with a  Static Pick List at a User Level

Enter the name of your parameter. Select 'Static' for pick list type. In the 'List' field, enter the values for your pick list, delimited by a comma. Click Add. Once the user account is saved, the specified parameter for any report will display this list of values.

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Populating Parameters with a Dynamic Pick List at a User Level

Enter the name of your parameter. Select 'Dynamic' for pick list type.

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To create a dynamic pick list, you will need to first create a Data Item (Creating and Managing Data Items). A Data Item is a query to a data set that returns a list of values that can be used in a pick list. These can be used at a report level or a user level.

Once you have created your Data Item, select it from the Data Item drop down list. You can preview your pick list query by clicking on 'Preview.' You can specify different pick lists for different users in two ways:

  • Create a Data Item for each user, specifying the list of values for each user, then selecting the Data Item for each user in the Edit User screen.
  • Create one Data Item that runs using a user's individual database default settings.

To create a Data Item for each user, build your Data Item (Creating and Managing Data Items), then select the Data Item you wish to use for this user from the drop down menu. Any report this user runs will use the pick list generated by the Data Item.

If the Data Item needs to run for different users, with differing pick list values, you can use the users' database credentials to run the Data Item against a specific databases on a per user basis. To do this, select "Use default credentials for dynamic pick lists. *Must be ODBC (RDO) connection." CSSPortal will connect to the database credentials specified for the user to run the Data Item's query and generate the pick list for the user. This allows you generate unique pick lists on a user by user basis using databases that vary from user to user.

 

 

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