Dynamic Planning Setting Up Excel Reporting Security

Overview

The Overview of Excel Reporting topic discusses access to Excel Reporting functionality for all user roles, how to provide access as well as providing access to publish and download reports. This topic discusses dimension security as it relates to Excel Reporting.

Model and Dimension security works the same way as it works in Views and Reports. Power users have access to everything and can define access for all other users. Contributor and Reviewer users can access only the models and data to which they have been granted access.

If Contributor or Reviewer users do not have access to a member which is being referenced in a cell, they see #NO ACCESS instead of the data. If the member that is being referenced in a cell is not available in the model, users see #INVALID in the cell.

In the example below, the user does not have access to fiscal year 2016 and sees #NO ACCESS after clicking Refresh.