Access Privileges for Members in the Planning Database Source

Financial Reporting Web Studio gives you access privileges on members.

Access privileges are available on members in the following dimensions:

  • Accounts

  • Entities

  • Scenarios

  • Versions

In the Select Member dialog box, all members for the Planning database connection are listed regardless of access privileges. Therefore, you can place members on a grid that are not returned when the report is run. The members you choose affect the output of the report. For example, if you select a member to which the user cannot access in the Point of View or Page Axis, an error message is returned.

The following four scenarios describe what values are returned on a grid that contains valid and invalid dimensions or members. These scenarios assume that you are reporting against a Planning database connection and have access privileges to the following dimensions and members:

  • Accounts: Sales, Profit

  • Versions: 1st Draft, 3rd Draft, Final Version

  • Entities: North, Canada

  • Scenarios: Budget

Scenario 1

You run a report based on the following grid:

Page: Budget

The image shows the result when the user is reporting against a Planning database connection and has access privileges to specific dimensions and members.

Because you do not have access to Central, South, and 2nd Draft, the report returns the following results:

Page: Budget

The image shows the results when the user does not have complete access

Scenario 2

You run a report based on the following grid:

Page: Actual

The image shows the results when a user runs a report for a specific grid.

Because you do not have access to the Scenario dimension in the Pages axis of the grid, the member Actual is in the Scenario dimension, no page is displayed and an error message describing your access privileges is returned.

Scenario 3

You run a report based on the following grid:

Page: Budget

The image shows the results when a user runs a report for a specific grid.

Because you do not have access to the entities on the rows, no page is displayed and an error message describing your access privileges is returned.

Scenario 4

You run a report based on the following grid:

Page: Budget

The image shows the results when a user does not have complete access.

The report returns the following data:

Page: Budget

The image shows the results when a user does not have complete access.