Watch your Security Connections

QlikView security is quite simple to implement - you just need to link the security information to the data and you can enable automatic reduction of the information that a user sees. However, you need to watch out for the data that is linking the user to the data - if it is a text field then all of the values in that text field must be uppercase (you know that all the field names in Section Access must be uppercase too, right?)

For example, this straightforward load will enable Tom, Jane or Bill to login:

Section Access;
LOAD * INLINE [
ACCESS, USERID, LNK
ADMIN, TOM, TOM
USER, JANE, JANE
USER, BILL, BILL
];
Section Application;

LOAD * INLINE [
LNK, Name, Month, Sales
TOM, Tom, Jan, 12321
JANE, Jane, Jan, 31232
BILL, Bill, Jan, 32131
TOM, Tom, Feb, 34342
JANE, Jane, Feb, 34545
BILL, Bill, Feb, 76575
TOM, Tom, Mar, 32133
JANE, Jane, Mar, 12123
BILL, Bill, Mar, 21321
];

If you enable the "Initial Data Reduction Based On Section Access" in the "Opening" tab of the Document Properties then they will be restricted to their own data.

However, if I make a slight change:

Section Access;
LOAD * INLINE [
ACCESS, USERID, LNK
ADMIN, TOM, TOM
USER, JANE, Jane
USER, BILL, BILL
];
Section Application;

LOAD * INLINE [
LNK, Name, Month, Sales
TOM, Tom, Jan, 12321
Jane, Jane, Jan, 31232
BILL, Bill, Jan, 32131
TOM, Tom, Feb, 34342
Jane, Jane, Feb, 34545
BILL, Bill, Feb, 76575
TOM, Tom, Mar, 32133
Jane, Jane, Mar, 12123
BILL, Bill, Mar, 21321
];

Now, Jane will not be able to login to this document - because the LNK field has mixed case!

Best advice is to use an integer where possible:

Section Access;
LOAD * INLINE [
ACCESS, USERID, LNK
ADMIN, TOM, 1
USER, JANE, 2
USER, BILL, 3
];
Section Application;

LOAD * INLINE [
LNK, Name, Month, Sales
1, Tom, Jan, 12321
2, Jane, Jan, 31232
3, Bill, Jan, 32131
1, Tom, Feb, 34342
2, Jane, Feb, 34545
3, Bill, Feb, 76575
1, Tom, Mar, 32133
2, Jane, Mar, 12123
3, Bill, Mar, 21321
];

If you need to link on a text field, make sure that you have all capitals - use the UPPER function if necessary.