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 dimension 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.

Turn Data Locking On or Off

  1. Select Manage > 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.
    Notes:
    • When you set the View, Report, or Model Property to Application Level, data locking will be enabled.
    • When you set the View, Report, or Model Property to None, data locking will be disabled.
  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.

Data Locking Setup

  1. In SpotlightXL, select Model > 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 following example displays the locked data in member combinations.


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