How to Set Up Scenario Security for Reporting Purposes

To apply scenario security (defined on the Scenario Access page) to report security so that each user has access to view specific scenarios only in the Reporting module, complete the following steps:

1. Access the Dimension Security Configuration page by navigating to Maintenance > Reports > Dimension Security.

2. Click the Dimension Security Configuration tab.

3. Select the Copy Scenario Security to Report Security checkbox and complete remaining fields.

4. Access the Scenario Access page by navigating to Maintenance > Admin > User Management.

5. Select a user, click the three vertical dots, and select Scenario Access.

6. Select the scenarios you want the user to have access to. The user will only have access to the selected scenarios and members for Reporting purposes. For example, when a user runs a report that includes a scenario the user doesn’t have access to, that scenario will not be available in the report. Similarly, if a user has permissions to view a scenario when a report was created and later the permissions are revoked, the report is run for only those scenarios on which the user currently has permissions for. Data will not be displayed for the scenarios for which permissions are revoked.

:In Practice: Point of View

Within the Reporting module, if the Copy Scenario Security to Report Security checkbox is selected, scenarios for Financial and Sales are affected. For example, on the Point of View page (located under Maintenance > Reports > Point of View), only the scenarios for which a user has permission are displayed and selectable for the Scenario Reporting Area.

In Practice: Dynamic Reports

Lets say a scenario is mapped to Budget. Assuming the Copy Scenario Security to Report Security checkbox is enabled on the Dimension Security Configuration page, when a user creates a report, the available value (Budget) is displayed as a Mapped Member. Actual is also displayed because the Actual scenario is not subject to this type of security.

When Scenario Access is modified and saved, the reporting cube is automatically processed to reflect the latest security updates.