The final task in restricting user or user group access is to specify filter associations.
On the main navigation bar, click Data.
The Data view appears, open on the Datasets tab.
In the Datasets area, select Customer Value Analysis.
In the Dataset Detail menu, select Filter Associations.
In the Filter Associations interface, click New Filter Association.
In the Add Filter Association window modal, perform these actions:
Note that the new filter association now appears on the Filter Associations interface.
Repeat, and add two more filter associations, as follows:
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: