How to Set Up Scenario Security for Reporting Purposes

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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:

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

Click the Dimension Security Configuration tab.

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

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

Select a user, click the More list box, and select Scenario Access.

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.

Click Save.

Note:

The Actual scenario are not subject to security and is available to all users.

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 (accessed by navigating to 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 Report

Lets say a scenario is mapped to Budget. Assuming the Copy Scenario Security to Report Security checkbox is selected 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.

Note:

If a user does not have permissions for a scenario member used in Reporting on the page axis, the report will run against the Default scenario. If no permissions exist for the Scenario dimension, no data will be displayed in the report.

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

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