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Securing Custom Dimensions with Access Rules in Adaptive Planning

What really happens when we restrict custom dimension?

We’ll talk through what the data looks like from a full seat user and administrative view and how it looks when transferring over to a restricted user view.

There are three main Access Types:

  • Administrative View (Edit) – see the data and go in the make changes
  • Restricted User (Limited View) – when attempting to see contributing details or dimensional splits, they’re hidden from view
  • Full Seat User (Full View) – access to view all of the data for what your permission have been set to but you cannot edit

We have two customer accounts, a standard customer account and a customer account that is linked to a cube sheet. Data is entered on both of these accounts by project: project one, project two, and project three. A separate user created has access to everything in this example except for access to project three.

First, we go to Administrative Settings, then to Access Rules standard.

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This is a Full Seat user view, where they can see projects one, two and three, and the data has been entered using dimensional splits

2-1

Users can view the same standard sheet but with the data being pulled from the cube sheet.

3

But in restricted view, the access rule standard sheet is hidden, and users will be met with the message above. When you restrict dimension and adaptive using access rules, any GL, custom or linked account that is being displayed on a standard sheet is going to be hidden.

Next we’ll open a cube sheet

Unlike a full seat user, we’re not seeing project three, so it’s working as expected, limiting dimension value.

4

 

Users can drill through the data, but cannot drill into transactions. They will be met with a message similar to the standard sheet where user cannot see behind the scenes, or transaction details.

 A restricted user will need to go in the reports to be able to see the data on standard sheets, but they still cannot drill into transactions.

 

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Note: on matrix report sides, if the project dimension is not present on the report and just the accounts, you no longer have the ability to explore the detail. This is because the dimension is not present on the report

Users are however able to pivot the project, then drill into it. Again, in this view, project three is limited.

To do this, users can go into Modify report and drop the dimension on a row. They then will be able to explore the cell and run and drill.

Note: if a user is in limited view seat, and they try to drill to the bottom, they will not be able to see split level of detail.

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Knowing the functionality around access rules when restricting dimensions can help you be better suited to handle and set up access types. This way, you know what users are going to see and be able to do moving forward.

*These access rules are as of January 12th 2022, and are subject to change*

Watch the full video here:

HubSpot Video

 

Adam Fegley

Written by Adam Fegley

Adam is a FP&A (Financial Planning & Analysis) Solution Architect on our Enterprise Performance Management team.