Dashboards Securities

Dashboards Dimension Security

Dashboards honor Dimension Security as applied to the reporting area. Dimension Security is applied by navigating to Maintenance > Reports, Dimension Security > Setup. The data displayed in dashboards and reports is filtered based on user privileges on the corresponding dimensions.

Additionally, when setting up a Dashboard, the pick list member selector (shown below) displays the dimension hierarchy and members within the hierarchy based on user dimension security access.

If a user does not have permissions to the default selected member or the previously selected and saved member, the system selects and applies the first valid member (to which the user has access to) from the pick list.

In Practice

Let’s say dimension security is applied to the Product dimension (on the Dimension Security page shown below). User XYZ has been provided with access to the Road Bikes product, but not the Mountain Bikes product. Therefore, the Mountain Bikes product member will not be displayed in the Dashboards run interface. Only those members for which user XYZ has access to will be displayed in Dashboards.

Dimension security access is setup on the Dimension Security Setup page. Navigate to Maintenance > Reports > Dimension Security.

Dashboards Scenario Security

You can apply Scenario Security in Dashboards and reports by enabling the Copy Scenario Security to Report Security option. To enable this option, navigate to Maintenance > Reports > Dimension Security > Configuration. Select the Copy Scenario Security to Report Security checkbox as shown below and click Save.

Dashboards Budget Entity Security

You can copy Budget Entity Security in reports by enabling the Copy Budget Entity Security to Report Security option. To do so, navigate to Maintenance > Reports > Dimension Security > Configuration . Click the Copy Budget Entity Security to Report Security checkbox and click Save.