--- title: "Worked example: Group value filter earlier - V5.2 and earlier" description:   --- [Skip to content](https://help.intuitivebusinessintelligence.com/worked-example-group-value-filter#main-content) English Show submenu for translations ![Intuitive logo RGB-1.png\]](https://help.intuitivebusinessintelligence.com/hs-fs/hubfs/Intuitive%20logo%20RGB-1.png?height=40&name=Intuitive%20logo%20RGB-1.png) Open main navigation Close main navigation - English Show submenu for translations - [Go to weareintuitive.com](https://weareintuitive.com/) [Go to weareintuitive.com](https://weareintuitive.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.intuitivebusinessintelligence.com/?hsLang=en) 2. [Intuitive Dashboards Core Software](https://help.intuitivebusinessintelligence.com/intuitive-dashboards-core-software?hsLang=en) 3. [Security Filters - V5.2 and earlier](https://help.intuitivebusinessintelligence.com/intuitive-dashboards-core-software?hsLang=en#security-filters-v5-2-and-earlier) # Worked example: Group value filter earlier - V5.2 and earlier This scenario will focus on a national research company that wishes to filter HR (Absences) data based on management access. The research company has multiple branches across many regions with the following management structure: - The CEO is able to see the whole business. - Regional managers are able to see their allocated regions only. - Branch managers are limited to their own branch (city) only. The company wants to analyse data by region and branch. The best way to achieve the desired result would be to assign a group based filter and assign users to the appropriate groups. This way a user will only ever see the information they have permission to view.   As with all security filters, we begin by [adding a security filter to the dataset](https://help.intuitivebusinessintelligence.com/adding-a-security-filter-to-a-dataset?hsLang=en). In this case, we are going for the lowest common denominator - the branch. It is represented by the Location column in the dataset, which we will link to the group name.   ![dash41-3](https://help.intuitivebusinessintelligence.com/hs-fs/hubfs/dash41-3.png?width=688&name=dash41-3.png) Select **Save **to apply the filter ![dash42-1](https://help.intuitivebusinessintelligence.com/hs-fs/hubfs/dash42-1.png?width=64&name=dash42-1.png)  and **Save **the dataset ![sc62](https://help.intuitivebusinessintelligence.com/hs-fs/hubfs/sc62.png?width=33&name=sc62.png) When modelling the group structure to the data structure using the group name as the security filter, make sure the **group name matches the data exactly**. We use the location (city) and not the region for a security identifier since at the most granular level we wish to restrict access by city.   ![dash43](https://help.intuitivebusinessintelligence.com/hs-fs/hubfs/dash43.png?width=284&name=dash43.png) This way we can determine what data is returned to the user by selecting which branches they have permission to view. Selecting as many or as few as the users management level allows. Following, we would need to [**activate security filters**](https://help.intuitivebusinessintelligence.com/understanding-security-filters?hsLang=en) for the user. You can **grant the user [access to the relevant group(s)](https://help.intuitivebusinessintelligence.com/assigning-group-access?hsLang=en)**. Once the user logs in and views this dashboard (or dashboards), they will only see their own data (i.e., data for London and Manchester). Select **Save ** to apply your changes.  ![dash44-2](https://help.intuitivebusinessintelligence.com/hs-fs/hubfs/dash44-2.png?width=688&name=dash44-2.png)   In the above example, the filter applied to the DemoViewer user would be as follows: Location = Group Name = ('London' OR 'Manchester'). The dashboard can be published directly to the parent 'Demo UK Research Company' group.   **Note***:* If you are using **[linked dataset filters](https://help.intuitivebusinessintelligence.com/understanding-linked-filters?hsLang=en) **in your dashboard(s), please note that any **linked datasets** should have **the same security filter applied **(in this case, *Location= Group Name*). We can now **repeat this process for each user** we wish to be affected by the security filter. **Save ![sc62](https://help.intuitivebusinessintelligence.com/hs-fs/hubfs/sc62.png?width=33&name=sc62.png)**the changes to the user.  It is not necessary to apply security filters to the CEO user as by default they are expected to see the unfiltered results for the entire company. Once complete, every component and dashboard created from this dataset (or linked datasets) will now be filtered by the user's security identifier, ensuring that each user only has access to their allocated information. Meaning that only a single master dashboard would need to be created and shared with all users, with no risk of a user being able to see restricted data.     ![dash45-1](https://help.intuitivebusinessintelligence.com/hs-fs/hubfs/dash45-1.png?width=688&name=dash45-1.png) Below is another example where the 'Absence Cost' component is visualised as a graph and the Manager is responsible for the Scotland and Milton Keynes branches:   ![dash46-1](https://help.intuitivebusinessintelligence.com/hs-fs/hubfs/dash46-1.png?width=688&name=dash46-1.png)     - [Intuitive Dashboards Core Software](https://help.intuitivebusinessintelligence.com/intuitive-dashboards-core-software?hsLang=en#main-content) - [Getting Started](https://help.intuitivebusinessintelligence.com/intuitive-dashboards-core-software?hsLang=en#getting-started) - [Viewing Dashboards](https://help.intuitivebusinessintelligence.com/intuitive-dashboards-core-software?hsLang=en#viewing-dashboards) - [Interacting with dashboards](https://help.intuitivebusinessintelligence.com/intuitive-dashboards-core-software?hsLang=en#interacting-with-dashboards) - [Filters](https://help.intuitivebusinessintelligence.com/intuitive-dashboards-core-software?hsLang=en#filters) - [Connections](https://help.intuitivebusinessintelligence.com/intuitive-dashboards-core-software?hsLang=en#connections) - [Datafeeds](https://help.intuitivebusinessintelligence.com/intuitive-dashboards-core-software?hsLang=en#datafeeds) - [Datasets](https://help.intuitivebusinessintelligence.com/intuitive-dashboards-core-software?hsLang=en#datasets) - [Components](https://help.intuitivebusinessintelligence.com/intuitive-dashboards-core-software?hsLang=en#components) - [Creating Dashboards and Components - Overview](https://help.intuitivebusinessintelligence.com/intuitive-dashboards-core-software?hsLang=en#creating-dashboards-and-components-overview) - [Creating Components](https://help.intuitivebusinessintelligence.com/intuitive-dashboards-core-software?hsLang=en#creating-components) - [Creating a Dashboard](https://help.intuitivebusinessintelligence.com/intuitive-dashboards-core-software?hsLang=en#creating-a-dashboard) - [Administering the System](https://help.intuitivebusinessintelligence.com/intuitive-dashboards-core-software?hsLang=en#administering-the-system) - [Administering Users](https://help.intuitivebusinessintelligence.com/intuitive-dashboards-core-software?hsLang=en#administering-users) - [Administering Groups](https://help.intuitivebusinessintelligence.com/intuitive-dashboards-core-software?hsLang=en#administering-groups) - [Security Filters - V5.2 and earlier](https://help.intuitivebusinessintelligence.com/intuitive-dashboards-core-software?hsLang=en#security-filters-v5-2-and-earlier) - [Security Filters - V5.3 Onward](https://help.intuitivebusinessintelligence.com/intuitive-dashboards-core-software?hsLang=en#security-filters-v5-3-onward) - [Embedding Dashboards](https://help.intuitivebusinessintelligence.com/intuitive-dashboards-core-software?hsLang=en#embedding-dashboards) - [Configuration File](https://help.intuitivebusinessintelligence.com/intuitive-dashboards-core-software?hsLang=en#configuration-file) - [Installation & Configuration Guide](https://help.intuitivebusinessintelligence.com/intuitive-dashboards-core-software?hsLang=en#installation-configuration-guide) - [Version History](https://help.intuitivebusinessintelligence.com/intuitive-dashboards-core-software?hsLang=en#version-history) - [Intuitive for PaperCut V2](https://help.intuitivebusinessintelligence.com/intuitive-for-papercut-v2?hsLang=en#main-content) - [Installing Intuitive for PaperCut](https://help.intuitivebusinessintelligence.com/intuitive-for-papercut-v2?hsLang=en#installing-intuitive-for-papercut) - [Viewing PaperCut Dashboards](https://help.intuitivebusinessintelligence.com/intuitive-for-papercut-v2?hsLang=en#viewing-papercut-dashboards) - [Editing PaperCut Dashboards](https://help.intuitivebusinessintelligence.com/intuitive-for-papercut-v2?hsLang=en#editing-papercut-dashboards) - [Intuitive for PaperCut Demonstration Videos](https://help.intuitivebusinessintelligence.com/intuitive-for-papercut-v2?hsLang=en#intuitive-for-papercut-demonstration-videos) - [Intuitive for PaperCut FAQs](https://help.intuitivebusinessintelligence.com/intuitive-for-papercut-v2?hsLang=en#intuitive-for-papercut-faqs) - [Intuitive for PaperCut MF V3](https://help.intuitivebusinessintelligence.com/intuitive-for-papercut-mf-v3?hsLang=en#main-content) - [Installing Intuitive for PaperCut Version 3](https://help.intuitivebusinessintelligence.com/intuitive-for-papercut-mf-v3?hsLang=en#installing-intuitive-for-papercut-version-3) - [Viewing the dashboards - Intuitive for PaperCut Version 3](https://help.intuitivebusinessintelligence.com/intuitive-for-papercut-mf-v3?hsLang=en#viewing-the-dashboards-intuitive-for-papercut-version-3) - [Editing PaperCut Dashboards](https://help.intuitivebusinessintelligence.com/intuitive-for-papercut-mf-v3?hsLang=en#editing-papercut-dashboards) - [Intuitive for PaperCut FAQs](https://help.intuitivebusinessintelligence.com/intuitive-for-papercut-mf-v3?hsLang=en#intuitive-for-papercut-faqs) - [Intuitive for SAFEQ](https://help.intuitivebusinessintelligence.com/intuitive-for-safeq?hsLang=en#main-content) - [General Help](https://help.intuitivebusinessintelligence.com/intuitive-for-safeq?hsLang=en#general-help) - [Software Installation](https://help.intuitivebusinessintelligence.com/intuitive-for-safeq?hsLang=en#software-installation) - [Solution Expertise](https://help.intuitivebusinessintelligence.com/intuitive-for-safeq?hsLang=en#solution-expertise) - [Intuitive For Managed Print Services (MPS)](https://help.intuitivebusinessintelligence.com/intuitive-for-managed-print-services-mps?hsLang=en#main-content) - [Intuitive for MPS - Overview](https://help.intuitivebusinessintelligence.com/intuitive-for-managed-print-services-mps?hsLang=en#intuitive-for-mps-overview) - [Intuitive for MPS - Installation Steps](https://help.intuitivebusinessintelligence.com/intuitive-for-managed-print-services-mps?hsLang=en#intuitive-for-mps-installation-steps) - [Intuitive for MPS - Import File Layouts](https://help.intuitivebusinessintelligence.com/intuitive-for-managed-print-services-mps?hsLang=en#intuitive-for-mps-import-file-layouts) - [Intuitive For MPS - Loading the Data Warehouse](https://help.intuitivebusinessintelligence.com/intuitive-for-managed-print-services-mps?hsLang=en#intuitive-for-mps-loading-the-data-warehouse) - [Intuitive Cloud Services](https://help.intuitivebusinessintelligence.com/intuitive-cloud-services?hsLang=en) - [Intuitive for PaperCut Hive V1](https://help.intuitivebusinessintelligence.com/intuitive-for-papercut-hive-v1?hsLang=en#main-content) - [Viewing the dashboards - Intuitive for PaperCut Hive](https://help.intuitivebusinessintelligence.com/intuitive-for-papercut-hive-v1?hsLang=en#viewing-the-dashboards-intuitive-for-papercut-hive) - [Intuitive for SAFEQ Cloud](https://help.intuitivebusinessintelligence.com/intuitive-for-safeq-cloud?hsLang=en#main-content) - [Intuitive Solution Expertise](https://help.intuitivebusinessintelligence.com/intuitive-for-safeq-cloud?hsLang=en#intuitive-solution-expertise) - [Intuitive Software Provisioning](https://help.intuitivebusinessintelligence.com/intuitive-for-safeq-cloud?hsLang=en#intuitive-software-provisioning) - [Intuitive for Docuware](https://help.intuitivebusinessintelligence.com/intuitive-for-docuware?hsLang=en) - [Intuitive for Print Management](https://help.intuitivebusinessintelligence.com/intuitive-for-print-management?hsLang=en#main-content) - [Solution Knowledge](https://help.intuitivebusinessintelligence.com/intuitive-for-print-management?hsLang=en#solution-knowledge) - [Technical Information](https://help.intuitivebusinessintelligence.com/intuitive-for-print-management?hsLang=en#technical-information) - [Intuitive for e-BRIDGE Global Print](https://help.intuitivebusinessintelligence.com/intuitive-for-e-bridge-global-print?hsLang=en) - [Intuitive for e-FOLLOW Cloud](https://help.intuitivebusinessintelligence.com/intuitive-for-e-follow-cloud?hsLang=en) - [FAQ](https://help.intuitivebusinessintelligence.com/faq?hsLang=en#main-content) - [Connections](https://help.intuitivebusinessintelligence.com/faq?hsLang=en#connections) - [General Enquiries](https://help.intuitivebusinessintelligence.com/faq?hsLang=en#general-enquiries) - [Datafeeds](https://help.intuitivebusinessintelligence.com/faq?hsLang=en#datafeeds) - [Datasets](https://help.intuitivebusinessintelligence.com/faq?hsLang=en#datasets) - [System Compatability](https://help.intuitivebusinessintelligence.com/faq?hsLang=en#system-compatability) - [Software Installation](https://help.intuitivebusinessintelligence.com/faq?hsLang=en#software-installation) [![Chill listening crop-3](https://help.intuitivebusinessintelligence.com/hs-fs/hubfs/Intuitive%20logo%20BLACK.png?width=102&height=24&name=Intuitive%20logo%20BLACK.png "Chill listening crop-3")](https://help.intuitivebusinessintelligence.com?hsLang=en) weareintuitive.com Help Center Copyright © 2026, Intuitive Business Intelligence Limited