How make one widget display all data when data restrictions are applied? | XM Community
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Hi Community,

I’m configuring a dashboard that contains data from 9 regions.
Each region has one user responsible for it, and I’ve shared the dashboard page with these 9 users, applying data restrictions so that each user can only see data for their assigned region (as shown in the screenshot below).

Share dashboard to 9 user with data restrictions

When these users access the dashboard, I’d like:

  • One widget display the CSAT of all 9 regions(e.g., “CSAT by Region”)

  • While the other widgets remain restricted to each user’s assigned region (following their data restriction).

I’ve already tried locking the filter for the “CSAT by Region” widget with Region = All,
but this only works correctly from my admin view — where I can see all 9 regions.
When I log in as a restricted user (for example, Region CTKV1), the same widget only shows that region’s data, instead of displaying all 9 regions.
It seems that when I share the dashboard page and apply data restrictions, the entire dataset has been locked, so every widget is limited to the user’s allowed data scope.

I have a solution that I will clone the dashboard into 9 separate pages, locking the filter for each region, and sharing each one with the respective user. This approach technically works, but it’s very time-consuming — because if we need to update the dashboard layout or logic, we’d have to edit all 9 dashboards individually.

So, Is there any way to configure a widget to show all-region data even when data restrictions are applied to the dashboard page?

Thanks in advance!

Lock filter “Region:All”
What a restricted user (Region CTKV1) sees – only their own region’s data is visible.
What the admin sees – the “CSAT by Region” widget displays all 9 regions as expected.

Hi ​@NguyenPhiLong - A couple of options to try:

  1. If you create a custom metric with the CSAT metric and add a filter on the custom metric to include all the regions, does it still enforce the data restriction on the logged in account?
  2. You could instead apply the region restriction to each of the widgets on the region dashboard page (except for the widget where they should see all regions). The filter would look like the screenshot below for all of your restricted widgets, with a locked default filter. You would need to store the region for each user on their CX user metadata, documented here: Metadata (CX)

 

Hi ​@NguyenPhiLong - A couple of options to try:

  1. If you create a custom metric with the CSAT metric and add a filter on the custom metric to include all the regions, does it still enforce the data restriction on the logged in account?
  2. You could instead apply the region restriction to each of the widgets on the region dashboard page (except for the widget where they should see all regions). The filter would look like the screenshot below for all of your restricted widgets, with a locked default filter. You would need to store the region for each user on their CX user metadata, documented here: Metadata (CX)

 

Thanks for your response ​@jake_dufinetz,
I’ve already tested option 1 before, it still locks the dataset based on the logged-in account’s restriction.
I haven’t tried option 2 yet,  I’ll test it in a sandbox account and let u know the result.

​@NguyenPhiLong ,
To achieve this, make sure the role or user assigned to that widget has full access to the data by default. Then, apply the user data restrictions only to the other widgets on the dashboard.

Alternatively, you could try using the AllowRollupData feature, which lets a widget display rolled-up (e.g., national-level) data even when the main dashboard is restricted.
🔗 Learn more about AllowRollupData

Option 2from ​@jake_dufinetz works perfectly — it solved the problem and now each user can only see their assigned region while the “CSAT by Region” widget still shows all data.

Great, glad it worked ​@NguyenPhiLong ! Thanks for letting me know.

 

Option 2from ​@jake_dufinetz works perfectly — it solved the problem and now each user can only see their assigned region while the “CSAT by Region” widget still shows all data.

 

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