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Steps to insert a security filter qualification in Query Builder

Query Builder can allow security filter qualifications to be included or ignored in the Query Builder report. By default, the Query Builder reporting feature does not take security filters into account. The report designer must apply security filtering in each Query Builder report and configure it. Otherwise, any user can run the report without being limited in the data he or she sees.

Before You Begin

Security filters are not detected and do not function with Query Builder in the same way that security filters work with normal reports. Before you begin creating security filter qualifications in Query Builder, you should be familiar with the information on security filters in Query Builder addressed in the Advanced Reporting Help.

To insert a security filter qualification in Query Builder

  1. Access the Query Builder Editor.

  2. Right-click the Conditions pane (the middle pane on the right) and select Insert Security Filter. The Query Builder Security Filter Dialog box opens.

  3. In the Attribute Mapping pane, map attribute forms to columns in the selected database tables. Select the attribute in the Object Browser and click > to add the selected attribute to the Attribute Mapping pane.

    For every attribute form you must provide the following information:

    • Attribute: When you add an attribute to the Attribute Mapping pane the name of the attribute is inserted here.

    • Form: Select the attribute form from the drop-down list. For example, to qualify on the YEAR_ID column you can choose the ID form.

    • Table: Select the table from the drop-down list that contains the column to map to the attribute. The drop-down list contains only those tables that are included in your Query Builder definition. For example, to use a security filter with the Year attribute you can select the LU_YEAR table.

    • Column: Select the column from the drop-down list to map to the attribute. The drop-down list contains only those columns that are included in the table you selected. For example, if you selected the LU_YEAR table you can select the YEAR_ID column.

  4. In the Ignored Attributes pane, select attributes to be ignored for security filter qualifications. Select the attribute in the Object Browser and click > to add the selected attribute to the Ignored Attributes pane.

  5. If you want security filters with Top and Bottom levels to be evaluated on the select level of the Query Builder report, select the check box Allow security filters with Top and Bottom levels to be evaluated based on the select level of this report.

    Exercise caution with this option:

    • Not selecting this option when the user indeed has Top and Bottom levels defined will cause the report to fail.

    • Select this option only when you are sure that your SQL statement does not retrieve data outside the restriction defined by the security filter. This means that you may need to check in advance the security filters for individual users one by one and see how each one may interact with the SQL statement.

  6. Click OK. The security filter is inserted as a qualification in the Conditions pane of the Query Builder Editor.

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