Setting Up Scenarios

Create different types of scenarios, which represent versions of a budget or forecast for a fiscal year. Create scenarios for current and future trends, test assumptions with changing drivers, and more accurately ensure that revenue is properly estimated. The analysis of scenarios allows analysts to improve financial performance and analyze company financial trends.

For detailed information on each scenario type, how to perform setup, and additional associated functionality, see the Scenario Setup Guide.

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. 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

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

5. Select a User, then click the More list box 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.

How Point of View Is Affected 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.

How a Dynamic Report is Affected When Copy Scenario Security to Report Security is Selected

Let's say 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.

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

How to Set Up Report Security Based on Scenarios

Apply scenario security (defined on the User Scenario Access page) to reports so that each user has access to view specific scenarios.

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. Note that by default, this option is not selected, which means that all the scenarios are displayed (available) to all users (irrespective of Scenario Access) in the Reporting module.

4. Access the Scenario Access page by navigating to Maintenance > Admin > User Management. Select a User, click the More list box, and select Scenario Access.

5. 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.

In Practice: Point of View

If the Copy Scenario Security to Report Security checkbox is selected, scenarios for Financial Reporting is 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 Report

Let's say Scenario is mapped to Budget. 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.

How a Dynamic Report is Affected When Copy Scenario Security to Report Security is Selected

Let's say 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.

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