Dimension Security Configuration

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What is Dimension Security and How Do I Access the Application Page

Secure dimension members (financial segments) based on reporting area and activate security for one or more dimensions. Navigate to Maintenance > Reports > Dimension Security. Before providing dimension security for a user, you must configure it. Click the Dimension Security Configuration tab.

You can also find it under the User Actions section in Maintenance > Admin > User & Role Management .

How to Configure Dimension Security

Select the Copy Scenario Security to Report Security checkbox when you want to apply scenario security (defined on the Scenario Access page) to report security so that each user has access to view specific scenarios in the Reporting module.
Select the reporting area to secure dimensions.
If you selected 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 selected 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.
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.

How to Apply Dimension Security to a User

Navigate to Maintenance > Reports > Dimension Security.
On the Dimension Select Setup page, select a user.
Select a reporting area to select associated dimensions.
Once dimensions are displayed, select members the selected user should have access to from the hierarchy displayed in the right pane as shown below. Then, click Save.

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 and Scorecard modules, 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. Note that 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
Access the Scenario Access page by navigating to Maintenance >Admin > User Management.
Select a User, then click the More list box and select Scenario Access.
Select the Scenarios you want to 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.

Note:

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

Point of View Example when Copy Scenario Security to Report Security is Selected

Within the Reporting module, if the Copy Scenario Security to Report Security checkbox is selected on the Dimension Security Configuration page, scenarios for Financial reporting area are affected. 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 reporting area.

Dynamic Report Example When Copy Scenario Security to Report Security is Selected

In the example below, Scenario is mapped to Budget. If 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 as it 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.

Dynamic Dimension Security - Opt In

Note:

In this section, Dynamic Dimension Security and Dimension Security are used synonymously.

Dynamic Dimension Security significantly improves Dynamic Reports performance and is available on an opt-in basis. (If Workforce Reporting is turned on, Dynamic Dimension security is enabled by default.) This feature is currently applicable for the Financial and Workforce Reporting Areas.

If dimension security is turned on, but user access is not provided for the respective dimensions, the following message will appear:
"You are not authorized to access the Reporting Area.
Contact your System Administrator.”
If access is provided to the user on the main hierarchy, access to the corresponding leaf members in the alternate hierarchy is automatic if dimension security is turned on. Alternate hierarchies have automatic permissions if Copy Budget Entity Security is selected on the Dimension Security Configuration page.
If access is provided to the user on a member within the main hierarchy, access is automatic to view the calculated members that are defined using the member on which the access is turned on in the dimension tree. However, the data calculation is displayed in the report for calculated members only if the user has access to all the members that are used in the calculated member rule. If the user does not have access to at least one member applied on the rule, the report is run successfully and an empty line is returned for the calculated line. This behavior is applicable only if dimension security is turned on.
If all attributes are selected, it applies only to those dimensions for which attributes are mapped and ignores the ones which are not mapped.

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Workforce Reporting Security

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