Publication Personalization Problem

[Former Member]

I am using a Publication to distribute reports to individuals within my company. My Webi report contains information for individual sales reps and a summary by market. For example, Sales Rep 123 receives his numbers and sees his Market total so that he knows how he is doing relative to other sales reps in his market. In Webi this works great. During report distribution when I apply personalization to the Publication, the output only contains Sales Rep 123 numbers for both report sections. So he only sees his data, not the the Market totals. The personalization feature is filtering too much. Anyone else run across this issue and have a fix?

Thanks!

[Former Member]

Hi Greg!

I think you need 2 dataproviders. 1 giving you the details about Sales Rep. and 1 giving you the figures of the market without any relation to your Sales Rep.

In DesktopIntelligence make sure that the dataprovides are not linked.

Then your filter applies for dataprovider 1, but dataprovider 2 is not affected.