How to Lock Dimension Members in SpotlightXL
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How to Lock Dimension Members in SpotlightXL

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Article summary

You can lock specific members or combinations of members in a model to prevent modification. This is useful when you want to allow data input for a specific segment only. For example, lock Actual data from modification but allow input for all Budget data.

Note:
This task is for Contributors and Power Users.

Data Locking is a two-step process:

  • Set up the data-locking definitions.
  • Turn data locking on or off in the application on the Manage > Application Administration > Application Settings page. This step must be done by a Power User.

Data Locking Setup

  1. Select the Model task and navigate to Model Administration > Data Locking.
  2. Select the model you want to lock. Dimensions will be listed as column headings.
  3. Use the drop-down under each dimension column to select the member(s) you want to lock. Selecting a parent-level member locks all leaf-level members under it, but not the parent-level members themselves.
  4. Click Save.

The Data Locking table lists models with the names of their dimensions as column headings.

dimlocking.png

The following example locks all data in member combinations that include any leaf members in the 2021 hierarchy in the Time dimension.

idle.png

The following example locks all data in member combinations that include any leaf members in the 2021 hierarchy in the Time dimension and locks all data in member combinations that include Actual in the Scenario dimension.

2021.png

The following example locks all data in member combinations that include any leaf members in the 2021 hierarchy in the Time dimension and Actual in the Scenario dimension.

new2021.png

Turn Data Locking On or Off

  1. Select the Manage task and navigate to Model Administration > Application Settings.
  2. Under View properties, select Application Level or None for Dimension Based 'Locked' for Views.
  3. Under Report properties, select Application Level or None for Dimension Based 'Locked' for Reports.
  4. Under Model properties, select Application Level or None for Dimension Based 'Locked' for Models.
  5. Click Save.
Notes:
  • Model Data Locking prevents modifications via map, formula, calculation, data load, or API call for locked data. 
  • Log off and log in again for settings to take effect. 
  • Locked data appears with a gray background in views and reports.

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