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  1. To make a column secure the restricted option must be selected in the access tab.
  2. On returning to the view details page a new section is displayed for determining who has access to restricted columns.
    A user or group can be added to the restricted access list by going to the view details page and adding the user or groups details in to the restricted column access section.
    This section is added to list - so many people or groups can be added in.

Secure Column Management

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The Yellowfin column security restricts all non-approved from viewing any restricted columns in a view. For example it is not possible to place varying restrictions on columns on either:

  1. A value basis - e.g. only display data where salary < 100,000 if employee id not = 29098
  2. Restrict column A to user Fed and Jane, and restrict column B to Mary and Peter. - all columns will be restricted to a single set of users.
    If row based security is needed then this can be delivered via source access filters.

See Source Access Filters for more information.

Field Permissions

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Field permissions dictate how the field can be used in reports. For example can the field be displayed, grouped or sorted.

Option

Description

Display Column

Grouping

Drill Anywhere

Sort Column

Calculations

Restrict by Source Filter

Mandatory Filter and Field

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