Introduction to User Lists

User lists are one of the filtering tools available to you in this application. Lists are a convenient way to pre-define a group of members that can then be used for filtering purposes over and over again in different views. For example, a Product Manager could set up her own personal user list of members from the Product Groups that she is responsible for managing. She can filter views by that list when she wants to see data specific to her management focus. Administrators can create global user lists that can be used by all users in many different views. User lists save you the step of setting up a member list each time you want to see a specific group of members in various views.

Lists also provide administrators the ability to secure a dimension by using a security user list as a means of controlling access to the dimension members. The same security user list can be applied to multiple roles. To use a list in this manner, an administrator needs to enable a Security User List property when they are creating the list. See also When to Create Security User Lists.

Another layer of convenience offered by user lists is the option to create dynamic or static user lists.

Example

An administrator creates a global user list containing 5 members of the Product Brand level. The list is then applied as a filter in a view that has the RepBroker and Product Brand levels in the grid.

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Here is the view, showing just the members specified by the user list filter.

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