BusinessObjects Enterprise Administrator's Guide

Personalizing data for users and groups

By assigning a profile to a user or group, you associate a data restriction detailed as a profile value to a user or group. The profile's targets determine which object will be filtered in order to generate the required personalization.

For example, you could assign a profile to Tony, the manager of the Mexico City office, that uses profile values to personalize his documents to display only data for Mexico. If you set this value as a profile value, all users would see a personalized view that displayed only data for Mexico. Using profile values, you can specify a unique value for each user and group.

Note:    If you assign profile values to both users and groups, note that inheritance works the same way for profiles as it does for security settings. For more information, see the "Controlling User Access" on page 309.

To specify a profile value for a user or group

1. Go to the Profiles management area of the CMC.
2. Click the profile that you want to assign to a user or group.
3. Click the Profile Values tab.
4. Click New Value.

The New Profile Value page appears.

5. Select the users or groups that you want.
6. In the Profile Value text box, provide the value that you want to assign to the selected users.

Note:    The value must be specified as a valid Business Objects formula that can be applied to an object within a report. For example, ="Mexico" or InList("North","South").

7. Click OK.

The user or group and the associated values appear in the Profile Value list.