Toucan 3.0
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  • Welcome
    • ๐Ÿ‘‹Welcome to Toucan
    • โš™๏ธTechnical resources
      • โš™๏ธToucan stack
      • Setup mode
        • Toucan SaaS mode
      • โš™๏ธSecurity
        • Application Security
        • Source Code Quality
        • Global Security Practices
        • Security of Docker Images
  • TUTORIALS
    • ๐Ÿ“ŠGetting Started : Embedded Analytics
    • ๐Ÿค“Advanced tutorials
      • Embedding a story with user attributes
        • Dynamic filter with user attributes
        • Dynamic Tables
        • Dynamic Database
        • Dynamic Host
      • Using the HTTP API connector in advanced use cases
      • Using advanced syntax for SQL queries
      • Merging filters with our tool
      • Deep customization chart (CSS)
        • Homepage customization
        • Chart customization
        • Dashboard customization
  • Data Management
    • ๐ŸงฎOverview of Data In Toucan
    • ๐Ÿ“กDatasources in Toucan
      • ๐Ÿ”ŒManaging Connectors
        • ๐Ÿ”ŒCreating, editing and deleting a connector
        • ๐Ÿ”ŒSet up OAuth2 credentials for your platform
        • ๐Ÿ”ŒSetting up a connector
          • ๐Ÿ”ŒGeneric Connectors
            • ๐Ÿ”ŒSetting up an HTTP API connector
            • ๐Ÿ”ŒSetting up an ODBC Connector
          • ๐Ÿ”ŒDatabase and data warehouse Connectors
            • ๐Ÿ”ŒSetting up an AWS Redshift Connector
            • ๐Ÿ”ŒSetting up a Snowflake Connector
            • ๐Ÿ”ŒSetting up a PostgreSQL Connector
            • ๐Ÿ”ŒSetting up a Google Big Query Connector
            • ๐Ÿ”ŒSetting up an AWS Athena connector
            • ๐Ÿ”ŒSetting up a MySQL connector
            • ๐Ÿ”ŒSetting up a MongoDB connector
            • ๐Ÿ”ŒSetting up a Microsoft SQL Server connector
            • ๐Ÿ”ŒSetting up an Azure SQL connector
            • ๐Ÿ”ŒSetting a Databricks Connector
            • ๐Ÿ”ŒSetting up a ElasticSearch Connector
            • ๐Ÿ”ŒSetting up a Clickhouse Connector
          • ๐Ÿ”ŒOnline services connectors
            • ๐Ÿ”ŒSetting up a Sharepoint Connector
            • ๐Ÿ”ŒSetting up a Google Sheets Connector
            • ๐Ÿ”ŒSetting up a Salesforce Connector
            • ๐Ÿ”ŒSetting up a Hubspot Connector
          • ๐Ÿ”ŒSetting up an AWS S3 connector
      • ๐Ÿ—„๏ธManaging remote file storages
        • ๐Ÿ—‚๏ธSetting up a file storage
          • SFTP
        • ๐Ÿ“„Create a dataset from a file
      • ๐Ÿ“Managing Files
        • ๐Ÿ“Adding, editing and deleting local files
        • ๐Ÿ“‚Using advanced file settings
        • ๐Ÿ“Adding and combining remote files in Toucan
    • ๐Ÿ”ขDatasets in Toucan
      • ๐Ÿ”ขStored and Live Datasets
      • ๐Ÿ’ฟManaging datasets
        • ๐Ÿ”ขCreating datasets
        • ๐Ÿ”ขEditing, Duplicating and Deleting a dataset
        • ๐Ÿ”ขRefreshing and Publishing Datasets
        • ๐Ÿ“ˆOptimize data performance
        • ๐Ÿ—‚๏ธAdding indexes to stored datasets
        • ๐Ÿ‘ฉโ€๐Ÿ’ปCode mode and single mode
      • ๐Ÿ›‘Setting permissions on dataset
      • ๐Ÿ—ƒ๏ธMaintaining Data
        • ๐Ÿ—ƒ๏ธTagging datasets
        • ๐Ÿ—ƒ๏ธIdentifying datasets dependencies
        • ๐Ÿ—ƒ๏ธSet validation rules
    • ๐Ÿง‘โ€๐ŸณPreparing data
      • Overview of YouPrepโ„ข
        • ๐ŸŽนColumn header
          • Rename column
          • Duplicate column
          • Fill null values
          • Replace values
          • Sort values
          • Convert columns data types
        • Add
          • Add text column
          • Add formula column
          • Add conditional column
        • Filter
          • Delete columns
          • Keep columns
          • Filter rows
          • Top N rows
          • ArgMax
          • ArgMin
        • Aggregate
          • Group by
          • Add total rows
          • Hierarchical rollup
          • Get unique groups/values
        • Compute
          • Compute evolution
          • Cumulated sum
          • Percentage of total
          • Rank
          • Moving average
          • Compute statistics
          • Absolute value
        • Text
          • Concatenate
          • Split column
          • Extract substring
          • To lowercase
          • To uppercase
          • Compare text columns
          • Trim spaces
          • Replace text
        • Date
          • Convert text to date
          • Convert date to text
          • Extract date information
          • Add missing dates
          • Compute duration
          • Normalize date granularity
        • Reshape
          • Pivot
          • Unpivot
          • Waterfall
        • Combine
          • Append datasets
          • Join datasets
        • Geo
          • Geographic dissolve
          • Geographic hierarchy
          • Geographic simplify
          • Prepare geo data (with basemap)
      • YouPrepโ„ข Native SQL
      • Hybrid pipeline
    • โžฟManaging variables in Toucan
      • โžฟVariables hub
      • โ™ˆUse variables in YouPrepโ„ข
      • โžฟEasy reference to variables
    • ๐ŸงžUsing advanced data concepts
      • ๐ŸงžData personnalisation with user attributes
        • Connector setup with a user attribute
        • Database selection with a user attribute
        • YouPrep data filtering with a user attribute
        • Filter data in SQL with a user attribute
      • ๐ŸงžAdvanced syntax for variables
      • ๐ŸงžData cache
  • Visualizations and Layouts
    • ๐Ÿ“บApps
      • ๐Ÿ“บManaging Apps
        • โž•Creating Apps
        • ๐Ÿ“„Duplicating Apps
        • ๐Ÿ–จ๏ธPublishing Apps
        • ๐ŸšฎDeleting Apps
        • โœ๏ธEditing within an App
      • ๐Ÿ–Œ๏ธCustomizing Apps
        • Customizing chart color elements
        • Customizing the app's font
        • Adding Assets
        • Adding Glossary
        • Setting up, Managing and testing custom visibilities
        • Customizing the "no data error" message
        • Creating a dynamic background based on an Filter's column
      • ๐Ÿ Home
        • Creating the Home
        • Creating Tiles
          • Tile Dynamic Value
          • Tile Leaderboard
          • Tile Line
          • Tile Scorecard
          • Tile Bullet
          • Tile Heatmap
          • Tile PDF
          • Tile Video
          • Tile Image
          • Tile Text
          • Tile HTML
          • Tile Separator
      • โœจStories
        • Creating a Story
        • KPIs
        • Narrative
        • Crossfilter
      • ๐Ÿ“ฝ๏ธFilters
        • Managing Filters
          • Creating, reusing and editing Filters
          • Applying Filters
          • Unpinning and deleting Filters
        • Type of Filters
          • Dropdown
          • Checkboxes
          • Buttons
          • Date Range
          • Hierarchical
          • Slider
        • Templating from Filters' values
        • Dependant Filters
      • ๐Ÿ“ˆPDF Report
      • ๐ŸŽกDatawall
      • ๐Ÿ—๏ธDashboard Builder
        • Create a Dashboard Builder
        • Embed a Dashboard Builder
        • Dashboard export options
      • ๐ŸŒŸMyFavorites
    • ๐Ÿ“ŠCreating Visualizations
      • ๐ŸคฉViz Gallery
        • โœจNew Viz Designs
          • Barchart
          • Barlinechart
          • Bubblechart
          • Circularchart
          • Heatmap
          • Leaderboard
          • Linechart
          • Stacked Barchart
          • Tablechart
        • ๐Ÿ“Legacy Viz Designs
          • Bulletchart
          • Funnelchart
          • Gantt chart
          • HTML
          • Leaderboard Centered Average
          • Mapchart
            • Configure a drill
          • Mediachart
          • Radarchart
          • Timeline
          • Versuschart
          • Waterfallchart
          • Score Card
      • ๐Ÿง Common Chart Configuration
      • ๐Ÿ’…Customizing chart colors
      • ๐Ÿงžโ€โ™‚๏ธAdvanced chart configuration
        • Templating from chart's dataset
        • Add units, precisions and sentiments
        • Adding Tutorials
        • Add sparklines
        • Navigate with stories
        • Group informations in your stories
        • Multiple charts in one story
        • Manage dates
        • Customize tiles' sources
        • Add stars to tiles' title
        • Manage data order in your tiles
        • Navigate with tiles
    • ๐Ÿ‘ฉโ€๐Ÿ’ปEmbedding
      • ๐Ÿ”Authentication
      • ๐Ÿ–‡๏ธIntegration
        • Generate and manage embeds
        • Customize embeds
        • Embedding a Toucan App Using iFrames
        • Passing Extra Variables to Your Toucan Embed
      • โš™๏ธEmbed SDK
        • Embed SDK Authentication
      • โ“FAQ
    • ๐Ÿ™‹Self-Service
      • Self-Service Dashboard
        • The embedded Self-Service Dashboard
        • The in-platform Self-Service Dashboard
      • Self-service PDF Report
  • Collaboration
    • โฐCreating alerts
    • ๐Ÿ“งManaging notifications
    • โž•Enriching a story with descriptions
    • ๐Ÿ’ŒSharing content
    • ๐Ÿ’ฌAdding comments to stories
  • Administration
    • โš™๏ธInstance Management
      • โš™๏ธManaging operations in SaaS
      • โš™๏ธCustomizing your instance (whitelabel)
    • ๐Ÿ‘ฅManaging Users
      • ๐Ÿ‘ฅUsers
      • ๐Ÿ‘ฅManaging user groups
      • ๐Ÿ‘ฅManaging user properties
      • ๐Ÿ‘ฅSetting up permissions and visibilities
    • ๐ŸŒManaging languages in Toucan (internationalisation)
    • ๐Ÿ“ˆMonitoring Engagement with User Analytics
      • ๐ŸŽ›๏ธHow to Filter your User Analytics?
      • ๐Ÿ–ฅ๏ธUnderstanding your User Analytics Dashboards
  • Additional Ressources
    • ๐Ÿ“šExternal documentation
    • ๐ŸšSupport for App-builders
    • ๐Ÿ†•Latest releases
      • ๐ŸŽ2025 Releases
      • ๐ŸŽ2024 Releases
      • ๐ŸŽ2023 Releases
    • ๐Ÿ”งTroubleshooting
      • Troubleshoot:: DataHub
      • Cross-Site Cookies
      • How to :: read the inspector error
      • How to :: troubleshoot the toucan way
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  1. Data Management
  2. Using advanced data concepts
  3. Data personnalisation with user attributes

Connector setup with a user attribute

Last updated 1 year ago

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In this section, we'll explore the seamless process of configuring connectors to dynamically connect to specific servers based on user attributes. This functionality proves especially beneficial in scenarios involving a single-tenant data architecture, where data is distributed across various servers corresponding to different users.

It's highly recommended as an App-builder to be connected with an account that has the user attributes used that are set. This ensures a smooth and efficient configuration process.

Let's dive into an illustrative example of how to configure a connector to establish a connection with a PostgreSQL server based on user context. The key to achieving this lies in template-based configuration, specifically manipulating the HOST field while referencing the user attribute โ€œpg_hostโ€.

  • Create a new connector, or edit an existing connector.

  • Configure the connector following the example below, by referring to the variable for the HOST field.

If you are not connected with a user that has those attributes that are set, you can make the choice to use conditional templating syntax (given in the linked page above).

More on variable syntaxes in this .

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