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Creating Reports Where the Default Selections are Different for Each User

This guide will review the different options of creating a report where each user will load the Dashboard with their specific default selection in order to minimize the number of clicks needed to reach relevant information.

1.  Dynamic selection based on user in Pyramid

A set based on the User Name function can be defined. For example:

case USERNAME()
when 'MICHAELR\michael' then [Customer].[Custom Geography Zip].[Country].&[US]
else [Customer].[Custom Geography Zip].[Country].&[AU]
end

 

2.  Sending parameters that contains the default selection for per user to a URL.

As described in our URL Parameterization Guide pyramid can be called via a URL where the URL can contain a value as a parameter, in this scenario a external layer will assign a default selection per user and pass it to Pyramid via a dynamic URL call.

Examples for dashboards:

Single input:

https://bi.pyramidanalytics.com/default.aspx?bookid=694b88bc-45e0-459e-ae9c-317eb1c346eb|ispasFalse|report6b879673-2058-4d36-8e58-4f82567d4a06|ws1|wsb0|isDisabledAnalyticsFalse|isDashboardPanelOnTrue|inputs=<m name="p_input">[Product].[Products].[Product Category].&[1]</m>

 

Multiple inputs:

https://bi.pyramidanalytics.com/default.aspx?bookid=694b88bc-45e0-459e-ae9c-317eb1c346eb|ispasFalse|report6b879673-2058-4d36-8e58-4f82567d4a06|ws1|wsb0|isDisabledAnalyticsFalse|isDashboardPanelOnTrue|inputs=<m name="p_input">[Product].[Products].[Product Category].&[1]</m><m name="m_input">[Promotion].[Promotions].[Category].&[Customer]</m>

 

Set inputs:

https://bi.pyramidanalytics.com/default.aspx?bookid=694b88bc-45e0-459e-ae9c-317eb1c346eb|ispasFalse|report6b879673-2058-4d36-8e58-4f82567d4a06|ws1|wsb0|isDisabledAnalyticsFalse|isDashboardPanelOnTrue|inputs=<s name="p_input">{[Date].[Month Dates].[Quarter].&[2]&[2008],[Date].[Month Dates].[Quarter].&[2]&[2010]}</s>

 

https://bi.pyramidanalytics.com/default.aspx?bookid=694b88bc-45e0-459e-ae9c-317eb1c346eb|ispasFalse|report6b879673-2058-4d36-8e58-4f82567d4a06|ws1|wsb0|isDisabledAnalyticsFalse|isDashboardPanelOnTrue|inputs=<s name="p_input">{[Date].[Month Dates].[Quarter].&[2]&[2008]:[Date].[Month Dates].[Quarter].&[2]&[2010]}</s>

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