Setting filter associations

The final task in restricting user or user group access is to specify filter associations.

  1. On the main navigation bar, click DATA.
    The Data view appears, open on the Datasets tab.
  2. In the left navigation menu, select your data connection.
  3. In the Datasets area, click the dataset that you want to use.
    The Dataset Detail page appears.
  4. In the left navigation, select Filter Associations and click New Filter Association.
  5. In the Add Filter Association modal window, perform the following actions:
    1. Under Filter Association Name, enter CA SalesReps.
    2. Under Applied Segments, select is California from Geographic Regions.
    3. On the Users tab, select users CArep1 and CArep2, and Add them to the filter association.
    4. Click Create.
  6. Note that the new filter association now appears on the Filter Associations interface.
  7. Repeat and add two more filter associations, as follows:
    Table 1. Definitions of Segments on the Dataset Customer Value Analysis
    Filter Association Name Applied Segment Users to Include
    Mountain SalesReps Mountain NVrep1, AZrep1
    North West SalesReps North West ORrep1, WArep1

    After you define these filter associations in your dataset, your Filter Associations interface should look like this: