Filtering report data by employees

You can filter the report data by one or more employees so that values for that employee or those employees only are displayed. To use this feature, an LDAP system needs to be deployed to contain the users/organizations. It is possible, and probably more desirable, to use the company existing LDAP installation. There is no requirement to deploy a unique LDAP installation for this function. Furthermore, the machine serving as the Dashboard Client, as well as the machine serving as the WebSphere® Process Server need to have security enabled to their WebSphere Application Server environments using this LDAP. The process instance running in the WebSphere Process Server is then said to be assigned to a person or group of persons those are implementing the manual tasks in this process instance. Lastly, some custom modeling needs to be performed in generating the used process, and the wires defined in WebSphere Portal.

While the process is running the Activity Assigned User predefined metric in the process tasks is set to the user name value of the person logged into the manual task. In the process that is to include this feature, several WebSphere Business Modeler artifacts need to be modeled into the process business measures:
  1. A Dimension needs to be modeled and named AssignedUser.
  2. A trigger needs to be created on each manual task that will serve as this process instances assigned user. More than one trigger can be created in the process instance; the trigger assigned to the task last executed would then serve as the process-instance assigned user.
  3. A string metric needs to be created, (named Assigned User) as the Level 0 element of the AssignedUser dimension. At the time of the trigger(s) defined above, the process tasks Predefined business measure named Activity Assigned User needs to be copied into this Assigned User metric defined above by providing the appropriate calculation expression. Note that multiple triggers may change this value.
You must create a wire between the Organizations view and the Reports view to perform this task in the view mode. A portal page must be created previously, and include an instance of both views. Other views can coexist as well, yet are not required. You must select Assigned User as a dimension during the configuration the Reports view. To completely create the wire, three wires should be created: Organization, Organizational Unit, and Person. Once the portlets are configured, complete the following steps to filter a report by one or more employees:
  1. In the Organizations view, select an employee or organization by navigating through the organization structure or using the search feature.
  2. Click the employee name or organization name by which you want to filter the report data.
The report process instances data is filtered based on the selected item. If you filter by an organization name, the data in the Reports view is filtered based on all the employees belonging to that organization.
Related concepts
Reports view
Related tasks
Configuring Reports view
Modifying Reports view visual appearance
Drilling down report values
Administering dashboards and views
Searching for employee or organization
Wiring dashboard views
Related reference
Reports view reference
WebSphere Portal information
DB2 Alphablox

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