It's common to need to filter a dashboard based on some value associated to the user. For instance, in a retail environment, you may wish to create a single store managers dashboard, that is automatically filtered to the store the user is the manager of. 

To achieve this, we first need to define the data that is associated with each user. We do this by publishing a dataset that contains the user data. This dataset must have the following characteristics:

  1. The dataset must contain a row for each user defined in inmydata
  2. The dataset must include a column that contains the user id matching the user id defined in inmydata
  3. The dataset must include a column for each value you wish to be associated with each user. 

Once the dataset containing the user data is loaded, you need define it as the user data subject. Follow these steps:

  1. Log in to inmydata using an account with admin rights.
  2. From the user menu (top right icon on the screen), select Settings.
  3. Select the Users tab in the left panel.
  4. Under User Subject, select the dataset loaded above.
  5. Under User Id Field, select the column that contains the user id.
  6. Press OK to save the changes.

Once these steps have been completed, you can use these values in a filter when building a dashboard. To add the filter to a dashboard object, follow these steps:

  1. Edit the dashboard object you want to filter (double click the object or select it and press edit dashboard object from the ribbon).
  2. On the Data  tab, click on the filter button
  3. Press Add to add a filter condition
  4. Select the column you wish to filter against
  5. Next to the values list, click the Filter Parameter button
  6. Select the user date value you wish to apply to the filter. 
  7. Press OK to apply the filter condition.
  8. Press OK to apply the filter.
  9. Press OK to save the change.

The video below demonstrates these steps: