Narrow Data through Data Filters for IB Users

Data filters is what IntelliBoard calls the actual data/content that's going to display within an dataset (a report, chart, etc.) or a dashboard. You can assign a datasets or a dashboard through the Org Role, but the IB Users' data assignments are what controls what populates within that dataset or dashboard. For example, you may have an Org Role of a Manager or a Dean, but that specific Dean or Manager (set through the IB User) should only see their own employees or courses.

You can control the data which will display through the Data Filters. LMS Filters and Data Filters are similar concepts - both are used to narrow the data that can be seen and/or manipulated. LMS Filters narrow the overarching connection; Data Filters for IB Users narrow the data available to the IB User.

To share datasets and dashboards with users within your organizations, the Primary Account holder (and others' granted the necessary permission) creates IntelliBoard Users (IB Users) who each have an Organizational Role. An IB User is a credentialed account within IntelliBoard; this credentialed account can have specific data filters to only see certain datasets.

Data Filters are not required, but IB Users with no Data Filters applied will have access to all of the data (as set through the Connection Filters) inside IntelliBoard. A yellow in platform warning provides the alert that no filters are applied.

To narrow the data that an IB User is able to see:

Confirm your Connection by using the drop down to confirm the connection.
There are different data assignment types per LMS.

LMS	Assignments Available
Blackboard Learn	Users, Courses, Terms, Nodes
Brightspace (by D2L)	Users, Courses, Terms, Org Units
Canvas	Users, Courses, Terms, Course Categories (SubAccounts)
Moodle and Totara (including Open LMS and Moodle Workplace)	Users, Courses, Course Categories, Cohorts, User Profile Field, Parent Role

Select the data category. There are two major columns on the assignments page:
- The RIGHT section shows the data assignments that are inside the LMS and available for assignment.
- The LEFT section shows the the data assignments that have been assigned to the specific the IB User.
Assign the data: Use the search box on the right section to find the desired data sets.
OR Click "Load Data" to populate the right section. (Note this is limited to 200 rows. If you have more than 200 users, courses, etc. please use the search function.)
Select the desired data and use the arrows to move the data from the right section to the left section. The saved assignments will appear on the left and can be reviewed by clicking "Load Data" again.

Frequently Asked Questions:

Can I add assignments when I import users?

Yes, you can either import users without assignments or with data assignments.

Why can I not edit data assignments for IB Users who are synced?

Synced Users are created and updated automatically with the same permissions the user has in the LMS. We recommend we Sync users to reduce administrative weight, however if a person needs additional permissions we recommend to either manually create or import the user and then assign the data assignments.