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new featureData 360 Reports and Dashboards
See Relevant Report Data by Using Organizational Hierarchies in Data 360 (Beta)
Organizational hierarchy filters (beta) let Semantic Data Model reports scope data by role or manager hierarchy so users see records relevant to their position, and managers can view their team's records or all records. Requires the User and User Role DMOs, a role or manager hierarchy defined on the semantic model, and 'Enable Organizational Hierarchy in Data Cloud Reports (Beta)' in Reports and Dashboards Settings.
identifiers
organizational hierarchy filterSemantic Data ModelUser Role DMO
flags
off by defaultno action required
- how
- Define a role or manager hierarchy on the semantic model, enable the beta setting, then add an Organizational Filter in the report.
- who
- when
- Beta.
- where
- Data 360 in Developer, Enterprise, Performance, and Unlimited editions.