Hey Guys - I've got this working with one user...now just need to replicate.
I've created a new Role called Customer Service Team. We have 5 reps, and each are assigned a specific group of salespeople.
The employee dimension table is linked to the relevant fact tables...orders...shipments.
[Team] = "Team A" && [Name]= "Drew" || [Name] = "Jim" (this is what I have in the Manage Roles area for this Role). It's assigned to the employee dim table.
The above works perfectly for the one person I have assigned to this role. So when I view the role in the service, as that user, it shows only information for his two salespeople: Drew and Jim.
I now have to assign 4 more people to this role...each with their own specific salespeople. I am thinking that perhaps some sort of IF or SWITCH statement that says if the customer service rep is Bob, then show Drew and Jim's stuff. If the customer service rep is Mary, then show only Tom and Mike's stuff.
I'd want to implement that in the Manage roles area - essentially just adding on to what I already created above.