Creating or Editing Filters

Filters are the most specific form of security in Essbase. Filters control access to specific cells or to ranges of cells within a database. You can also define metadata security with filters. Metadata security adds a layer of security for metadata (dimensions and members) in outlines, similar to read-only security for data cells.

You create a filter and then assign it to users or groups. You can create multiple filters for a database. If you edit a filter, modifications made to its definition are automatically inherited by all users of that filter the next time they connect to the database.

  To create or edit a filter for a database:

  1. From Enterprise View or a custom view, select a database.

  2. Right-click and select Edit, then Filters.

  3. In the Filters window, perform an action:

    • To create a filter, click New.

    • To edit a filter, select the filter and click Edit.

    Filter Editor is displayed.

  4. If you are creating a filter, in the Filter name text box, enter a name for the filter.

  5. In the Access column, select or edit the access level for the corresponding member specification.

  6. In the Member Specification column, to specify the dimensions or members to which you want to apply the specified access level, perform an action:

    • Enter members from one or more dimensions, or enter member combinations. Separate members and member combinations by commas. It is best practice to enclose all member names in double quotation marks (“”).

    • From the outline tree, double-click the dimensions or members that you want to insert.

      You can search for members in the outline tree. To insert alias names instead of member names, check Use aliases and select an alias table from the Alias table drop-down list box.

    • To use an Essbase calculation function to apply the specified access level to particular dimensions and members, select a function from the function tree, and enter the arguments for the function. Select Insert arguments to insert the argument template with the function.

  7. To verify that the syntax is correct for the entire filter sheet, click Verify.

  8. Click Save to return to the Filters window.

Related Information

Related Commands