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New Member
Posts: 2
Registered: ‎07-21-2011

Visual Analyzer: Permissions/Security Issue

VA is running fine when logged in as Admin, but the primary user's view is missing some data.

On the KPI tab:

  • The KPI Guages don't dislay any infrmation (just guages w/o needles).
  • The Sales Reps names and pics are missing.
  • The two tables on the upper part of the screen contain data.

Subsequent tabs seem more complete ... still learning this !#$ program, so I am not sure what I am suppoese to see in some aspects.

 

Thanks in advance Smiley Happy

Nickel Contributor
Posts: 56
Registered: ‎03-26-2009

Re: Visual Analyzer: Permissions/Security Issue

VA mirrors your security setup, so it will filter data based on the current user.

 

KPI's are maintained independently of the rest of your SalesLogix data... see documentation for details about how to modify the Excel files and load appropriate values - One word of warning - it matches based on UserName - so make sure that is done correctly.

 

"Sales Rep names/pictures missing" - these are pulled from a "Data Files" directory below wherever you have your Visual Analyzer file.

 

Not sure what you are expecting to see in " this !#$ program", or i could provide more insight.