Toucan 3.0
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  • Welcome
    • 👋Welcome to Toucan
    • ⚙️Technical resources
      • ⚙️Toucan stack
      • Setup mode
        • Toucan SaaS mode
      • ⚙️Security
        • Application Security
        • Source Code Quality
        • Global Security Practices
        • Security of Docker Images
  • TUTORIALS
    • 📊Getting Started : Embedded Analytics
    • 🤓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
    • 🧮Overview of Data In Toucan
    • 📡Datasources in Toucan
      • 🔌Managing Connectors
        • 🔌Creating, editing and deleting a connector
        • 🔌Set up OAuth2 credentials for your platform
        • 🔌Setting up a connector
          • 🔌Generic Connectors
            • 🔌Setting up an HTTP API connector
            • 🔌Setting up an ODBC Connector
          • 🔌Database and data warehouse Connectors
            • 🔌Setting up an AWS Redshift Connector
            • 🔌Setting up a Snowflake Connector
            • 🔌Setting up a PostgreSQL Connector
            • 🔌Setting up a Google Big Query Connector
            • 🔌Setting up an AWS Athena connector
            • 🔌Setting up a MySQL connector
            • 🔌Setting up a MongoDB connector
            • 🔌Setting up a Microsoft SQL Server connector
            • 🔌Setting up an Azure SQL connector
            • 🔌Setting a Databricks Connector
            • 🔌Setting up a ElasticSearch Connector
            • 🔌Setting up a Clickhouse Connector
          • 🔌Online services connectors
            • 🔌Setting up a Sharepoint Connector
            • 🔌Setting up a Google Sheets Connector
            • 🔌Setting up a Salesforce Connector
            • 🔌Setting up a Hubspot Connector
          • 🔌Setting up an AWS S3 connector
      • 📁Managing Files
        • 📁Adding, editing and deleting local files
        • 📂Using advanced file settings
        • 📁Adding and combining remote files in Toucan
    • 🔢Datasets in Toucan
      • 🔢Stored and Live Datasets
      • 💿Managing datasets
        • 🔢Creating datasets
        • 🔢Editing, Duplicating and Deleting a dataset
        • 🔢Refreshing and Publishing Datasets
        • 📈Optimize data performance
        • 🗂️Adding indexes to stored datasets
        • 👩‍💻Code mode and single mode
      • 🛑Setting permissions on dataset
      • 🗃️Maintaining Data
        • 🗃️Tagging datasets
        • 🗃️Identifying datasets dependencies
        • 🗃️Set validation rules
    • 🧑‍🍳Preparing data
      • Overview of YouPrep™
        • 🎹Column 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
        • Reshape
          • Pivot
          • Unpivot
          • Waterfall
        • Combine
          • Append datasets
          • Join datasets
        • Geo
          • Geographic dissolve
          • Geographic hierarchy
          • Geographic simplify
          • Prepare geo data (with basemap)
      • YouPrep™ Native SQL
      • Hybrid pipeline
    • ➿Managing variables in Toucan
      • ➿Variables hub
      • ♈Use variables in YouPrep™
      • ➿Easy reference to variables
    • 🧞Using advanced data concepts
      • 🧞Data 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
      • 🧞Advanced syntax for variables
      • 🧞Data cache
  • Visualizations and Layouts
    • 📺Apps
      • 📺Managing Apps
        • ➕Creating Apps
        • 📄Duplicating Apps
        • 🖨️Publishing Apps
        • 🚮Deleting Apps
        • ✍️Editing within an App
      • 🖌️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
      • 🏠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
      • ✨Stories
        • Creating a Story
        • KPIs
        • Narrative
        • Crossfilter
      • 📽️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
      • 📈PDF Report
      • 🎡Datawall
      • 🏗️Dashboard Builder
        • Create a Dashboard Builder
        • Embed a Dashboard Builder
        • Dashboard export options
      • 🌟MyFavorites
    • 📊Creating Visualizations
      • 🤩Viz Gallery
        • Barchart
        • Barlinechart
        • Bubblechart
        • Bulletchart
        • Circularchart
        • Funnelchart
        • Gantt chart
        • Heatmap
        • HTML
        • Leaderboard
        • Leaderboard Centered Average
        • Linechart
        • Mapchart
          • Configure a drill
        • Mediachart
        • Radarchart
        • Tablechart
        • Timeline
        • Versuschart
        • Waterfallchart
        • Score Card
        • Stacked Barchart
      • 🧠Common Chart Configuration
      • 💅Customizing chart colors
      • 🧞‍♂️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
    • 👩‍💻Embedding
      • 🔐Authentication
      • 🖇️Integration
        • Generate and manage embeds
        • Customize embeds
        • Embedding a Toucan App Using iFrames
        • Passing Extra Variables to Your Toucan Embed
      • ⚙️Embed SDK
        • Embed SDK Authentication
      • ❓FAQ
    • 🙋Self-Service
      • Self-Service Dashboard
      • Self-service PDF Report
  • Collaboration
    • ⏰Creating alerts
    • 📧Managing notifications
    • ➕Enriching a story with descriptions
    • 💌Sharing content
    • 💬Adding comments to stories
  • Administration
    • Page
    • ⚙️Instance Management
      • ⚙️Managing operations in SaaS
      • ⚙️Customizing your instance (whitelabel)
    • 👥Managing Users
      • 👥Users
      • 👥Managing user groups
      • 👥Managing user properties
      • 👥Setting up permissions and visibilities
    • 🌐Managing languages in Toucan (internationalisation)
    • 📈Monitoring Engagement with User Analytics
      • 🎛️How to Filter your User Analytics?
      • 🖥️Understanding your User Analytics Dashboards
  • Additional Ressources
    • 📚External documentation
    • 🚁Support for App-builders
    • 🆕Latest releases
      • 🎁2025 Releases
      • 🎁2024 Releases
      • 🎁2023 Releases
    • 🔧Troubleshooting
      • Troubleshoot:: DataHub
      • Cross-Site Cookies
      • How to :: read the inspector error
      • How to :: troubleshoot the toucan way
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On this page
  • How does it work?
  • Manage visibility
  • Public and hidden visibility
  • Custom visibility
  • Custom visibility based on user groups
  • Custom visibility based on Filters
  • Test visibility
  • View the app as an existing user
  • View the app as a custom user

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  1. Visualizations and Layouts
  2. Apps
  3. Customizing Apps

Setting up, Managing and testing custom visibilities

Custom visibility is a design rule to define the display rules of a tile, chapter, subchapter, or story.

How does it work?

The visibility parameter is public by default when you create content (tile, chapter, subchapter, story). You can change this behavior to:

  • Completely hide the content in production

  • Display the content based on filters or user group parameters

You can quickly identify the visibility status of your content with a “visibility” icon:

  • No icon for public visibility

  • Slashed eye icon for content hidden in production

  • Lock icon for content with a conditional display

You can access the visibility settings by opening the action menu in Staging.

Manage visibility

We will show you how to configure visibility on tiles here, but the process is the same for chapters, subchapters, and stories.

Public and hidden visibility

Let’s say you are working on a draft of the REVENUE TREND tile. You do not want it to be visible in your app in production. So if you click on the visibility icon of this tile, then you can decide to hide it from production:

From there, if you decide to push the app into production, this tile will not appear to anyone.

Now let’s say that you are good with the tile. You want it to be accessible for any view and any user. So you can click on the visibility icon of the tile to make it public:

Custom visibility

Warning

Regarding tiles available in MyFavorites, you must specify Custom Visibilities at the tile level. Those applying at the Category level are ignored, making all tiles in a category with Custom visibility available in MyFavorites for end-users.

You need a more specific visibility configuration for the ZONE and the SPECIES tiles.

You have two ways of setting a custom visibility rule:

  • based on user groups

  • based on App Filters

Custom visibility based on user groups

You have users with a "COMEX" user group, who should be the only ones with access to the tile.

To set this rule, you can:

  • click on the visibility icon of the tile,

  • select “Customized visibility”

  • specify that the rule will depend on “User groups”

  • check all the user groups that will have access to the tile

In this case, we check only the “COMEX” user group.

Setting visibility on user groups is particularly useful when you have an app without a view selector.

Custom visibility based on Filters

You want the tile to be available only for the Filter "Species".

So let’s define a custom visibility rule based on an Filter:

  • click on the visibility icon of the tile,

  • select “Customized visibility”

  • specify that the rule will depend on “Selected filters”

  • choose the selected value for which you want to display it.

Test visibility

View the app as an existing user

Now you want to test that your visibility rules are OK. To do so, you do not need to push anything in production and test as fake users, for example. You have a very useful staging feature to easily test your visibility settings: you can view the app as another user, with all its user attributes.

Click the "Preview" button on the top nav bar and select the user you want to act as, in the bottom bar.

From there if you can choose to impersonate one of the users with access to the app. You can just click on any user to view the app as this user.

If you want to quit the view and return to the studio, just click on the cross on the right of the bottom toolbar.

View the app as a custom user

Instead of selecting an existing user, you can define a fake, custom user on the fly.

This can be very useful when you need to think ahead and define rules based on user groups before having real users attached to those user groups.

When you are Admin, you can access this feature from the list of existing users you can act as. click on "Custom user".

From there you can select user groups that you want to attach to your user on the fly:

Note that if you are not an Admin, you cannot access the list of users, so clicking on the “View as” icon will bring you directly to this custom user configuration.

Last updated 1 year ago

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