Pivot Grid Security

Various layers of security are available for users who access Pivot Grid:

  • Data source security is the first layer.

    If a user has access to run and modify the data source, that user can create a new Pivot Grid model or view an existing Pivot Grid model based on the selected data source.

  • Pivot Grid model type security is the second layer.

    Any Pivot Grid model can be published as a private or public model. Private Pivot Grid models are available only to the user or users who created the models. Public models are available to administrators and power users for updates.

  • Pivot Grid roles is the third layer.

    Three primary roles are available for Pivot Grid users. PeopleSoft delivers the roles PivotGridAdmin and PivotGridSuperUser. Users who are not assigned to one of these roles will be Pivot Grid end users.

Users with the role PivotGridAdmin are granted access to:

  • Use the Pivot Grid wizard to create new Pivot Grid models or update existing Pivot Grid models.

  • Update and view all models that were created by all other users.

  • Define how a Pivot Grid will be viewed by end users by specifying the axes and values.

  • Select the aggregate functions for values and All members of the axes members.

  • Select the initial prompt values for the runtime prompts.

  • Define the initial view layout, which includes view options for the grid and the chart.

  • Publish the Pivot Grid models as public or private.

  • Define whether the selected model is valid.

  • Use the Pivot Grid Administration component to administer Pivot Grid models, views, and user personalization.

  • Create and publish simplified analytic reports to users of the fluid components.

Users with the role PivotGridSuperUser are granted access to:

  • Use the Pivot Grid wizard to create new models or update existing public Pivot Grid models.

    For the models that are accessible to super users, the tasks are the same as for the Pivot Grid administrator.

  • View all public Pivot Grid models and perform pivoting, filtering, or dicing on the initial view to set their own user preferences.

  • Save public models as user preferences.

  • Create and publish simplified analytic reports to users of the fluid components.

Users with the role Pivot Grid end user are granted access to:

  • Create new Pivot Grid models and publish them as public or private.

    For models created by a Pivot Grid end user, the tasks are the same as for the Pivot Grid administrator.

  • View public Pivot Grid models that were created by other users and perform all operations on accessible models.

  • Save public models as user preferences.

    Note: Pivot Grid end users cannot update Pivot Grid models created by other users.