Setting Up Dimension Security

To set up Dimension Security configuration from User & Role Management, follow the steps below:

1. Navigate to Maintenance > Administration > User & Role Management.
2. Select the user for whom you want to configure Dimension Security and click the Security Options on the User page.
3. Click Dimension Security.
   Note:

   You can also find the Dimension Security option under Maintenance > Reports > Dimension Security.
4. Go to the Dimension Security Configuration tab.
5. Select the Copy Scenario Security to Report Security checkbox when you want to apply scenario security (defined on the Scenario Accesspage) to report security so that each user has access to view specific scenarios in the Reporting module.
   Note:

   By default, this option is not selected, which means that all the scenarios are displayed (available) to all the users irrespective of the Scenario Access in the Reporting module.
   
6. Select the reporting area to secure dimensions.
   • If you select the Sales reporting area, a checkbox appears. Select the Copy Sales Entity Security to Report Security checkbox to allow Planful to copy all sales entity security data to report security data
   • If you select the Financial reporting area, a checkbox appears. Select the Copy Budget Entity Security to Report Security checkbox to allow Planful to copy all budget entity security data to report security data
     
7. Select the dimensions you want to secure by clicking the Secure checkbox. This activates dimension security so that you can apply it to users on the Dimension Security Setup page.
   
8. Click Save.
   
   Once the security configuration is done, provide dimension security to the user on the Dimension Security Setup tab.
   
   
9. Go to Dimension Security Setup tab.
10. Select a Reporting Area to select associated dimensions.
    
11. Once dimensions are displayed, click the arrow next to the dimension to access its respective hierarchy.
    
12. Now, choose the necessary hierarchy for configuration.
    
13. Then, click Save.
    
    You can set up Dimension Security for other users by changing the User name and following the steps outlined above.

Export Option

To export the dimension security data, follow the steps below:

1. Click the Export option.
2. Select Export All Users or Export Selected User
   • Export All Users - Export Dimension Security reports for all users
   • Export Selected User - Export the Dimension Security report for the currently selected users
3. Click OK and then click Continue.

Important Details

• Dimension Security applied to attributes cannot be exported to the Dimension Security report
• You can download a report with a maximum size of 10MB
• You can download a report with a maximum of 100K rows

If you select the Export Selected User option, then the Dimension Security report is downloaded directly to your system. When you select the Export All Users option, a notification is displayed that the Dimension Security report has been submitted for processing. After the process is complete, a link to download the report is displayed. You can either click the link to download or you can view the report sent to your registered email address.

When you export the Dimension Security report, all leaf members are displayed in level-based format if:

• The user has access to a rollup member in the Dimension Hierarchy
• The Copy Scenario Security to Report Security and Copy Budget Entity Security to Report Security checkboxes are selected on the Dimension Security Configuration page