Point of View Security Filters

Owned by Migration
Last updated: May 09, 2016 by Former user (Deleted)
3 min read

Introduction

The POV security filters allow to filter the dimension members that are shown in the POV bar. With this functionality users can be restricted to see only their own entity, product group, cost center, etc. The POV security filters, filter only the POV bar and do not filter members that are defined in lists. This means that if a user that is restricted to the Europe entities opens a multi-column report with Europe and Asia entities on the rows, it can still see both entities. In this case the reports settings in manage users should be used to prevent the Europe user to see this global report.

CONTENT

Set Point of Views Security Filters

The POV security filters can be found by clicking on POV Filters tab in Edit User Group or User and Create User Group or User Windows.

Attributes

A POV security filter has the following attributes:

Attribute

Description

Source SystemThe source system from which dimension members will be filtered.

Dimension

The dimension attribute contains the cockpit dimension that should be filtered. Only when a dimension is mentioned in the list it will be filtered. By not specifying a specific dimension all members of that dimension will be displayed.

Member

Contains a dimension member of the specified dimension. This member (and its child members) will be always displayed in the POV bar. By specifying more than one member from one dimension a whole new structure can be generated like Europe West region and two individual countries (Poland and Ukraine) from the Europe East region.

Instead of a particular dimension member, you can also select dimension variable, which saves the time, spent on maintenance by replacing many used dimension members with variables.

Generations to include

Defines the number of child generations to include below the specified dimension member. By default this value is 'All'. By specifying a different value you are able to show for example the Europe entity with the sub regions: East Europe and West Europe, but not the individual countries of East and West Europe.

Create New POV Filter

To Add a new Filter:

  1. Click on + New POV Filter Button over the grid
  2. Fill all data in the popup and click 'Confirm'
  3. Click Save in the popup to apply changes. You can click 'Save' at the end after setting all needed parameters for the User or User Group.

Edit a POV Filter

  1. Select the POV Filter to edit in the tree
  2. Click on the gear icon which will appear close to it
  3. Select 'Edit' in the menu
  4. The popup to edit POV Filters will appear. Source System and Dimension can't be changed when editing a POV Filter. 
  5. Click Save in the popup to apply changes. You can click 'Save' at the end fter setting all needed parameters for the User or User Group.

Inherited POV Filters can't be edited

Change POV Filters Order

The Order in which POV Filters appear in the tree under a dimension determines the order in which the options will be presented to users inside the combo box of that dimension inside the Point of View Bar. 

  • To change the automatic order drag&drop POV filters inside the dimension. It is not possible to move a POV Filter under another dimension nor Source System.
  • Also inherited POV Filters can be reordered. When a change of order impacts inherited POV Filters, a warning will appear informing that changes of order inside the inherited POV Filter will not be applied.
  • When the order is changed the 'Custom Order' icon will appear close to the dimension's name. Clicking on it the order will be reverted to the automatic order.

Click Save to apply POV Filters reorder.

Delete POV Filters

  1. Select the POV Filter to be removed in the tree
  2. Click on the gear icon which will appear close to it
  3. Select 'Delete' in the menu
  4. Click Save in the popup to apply changes

Efficient Maintenance using membership of other groups

It could be that many user groups need a similar set of filters. For this specific reason you can create a base /wiki/spaces/CXO63/pages/109218086 and make users or other user groups member of this base user group. The other user groups will inherit the POV Filters from the base group and you will only have to maintain the base group. Each group can than still have its own POV Filters next to the inherited filters. It is also possible to inherit POV Filters from a group that also inherited POV Filters from another group.

See Also