Pass Logged In User to Beast Mode?

M_Gonzalez
M_Gonzalez Contributor
in Beast Mode

Hi all,

I am looking for a way to show total sales performance for various items relative to individual users performance for their own sales performance. Please see attached image for a better illustration of what I am trying to accomplish.

In this example, I want to pass the logged in user name into a case statement.

Something like:

SUM(CASE WHEN Supplier = Logged In User THEN UNIT SALES END) in conjunction with FIXED BY formulas to get % of Totals.

Does anyone know of a way to pass logged in user into a beast mode? If not in beast mode, is there an alternative way that gets me to the same result?

LoggedInUserSampleData.JPG
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Best Answer

  • Manasi_Panov
    Manasi_Panov Contributor
    Answer ✓

    Hi @M_Gonzalez,

    Your question involves multiple aspects. To control the information visible to each user, you must use PDP on your card, as this cannot be managed via Beast Mode.

    Activating PDP will filter rows based on the logged-in user, affecting the total sales formula. To address this, implement an ETL process to add a column that calculates total sales per item.

    And finally, you can easily create a Beast mode formula to calculate the "% of Total Company Sales" and "% of User Sales". If you need further assistance with Beast Mode, feel free to reach out.

    If you found this post helpful, please use 💡/💖/👍/😊 below! If it solved your problem, don't forget to accept the answer.

Answers

  • Manasi_Panov
    Manasi_Panov Contributor
    Answer ✓

    Hi @M_Gonzalez,

    Your question involves multiple aspects. To control the information visible to each user, you must use PDP on your card, as this cannot be managed via Beast Mode.

    Activating PDP will filter rows based on the logged-in user, affecting the total sales formula. To address this, implement an ETL process to add a column that calculates total sales per item.

    And finally, you can easily create a Beast mode formula to calculate the "% of Total Company Sales" and "% of User Sales". If you need further assistance with Beast Mode, feel free to reach out.

    If you found this post helpful, please use 💡/💖/👍/😊 below! If it solved your problem, don't forget to accept the answer.

  • Data_Devon
    Data_Devon Contributor
    edited January 22

    I agree with Manasi_Panov. PDP should be the most efficient way to handle the access rules:

    PDP Knowledge Base

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