09 October, 2020
Calculate currency business rule will be used to convert the local currency into reporting currency. Calculate data form business rule will be used to aggregate the data form level “0” measures to the top level.
Now open the data form in a run mode to enter the data and click in file and then save. Then data will be submitted to planning cube on the Essbase server “Data form is like a template or user interface to enter budget data by the end-users or planners” “A person whoever enters the budget data or forecast data is called a planner” A planner can’t create data forms, since there is no administration icon available in the toolbar when the planning application is opened from the workspace. Note: In the Essbase server, the security filter takes only 64kb In front end data form there is read, write, and none options, in that write is only for editing the data form
when a planning application has been created by default, the following dimensions are secured dimensions accounts, entity scenario, and version. when u create a custom dimension – accounts entity, scenario, and version.
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When you create a custom dimension we have an option to make them secured dimension by applying security.
The prerequisite before proceeding with dimensional access is to have the provisioning done for all the users in shared services. also, we should enable the use of this application for all users from administrators under the maintenance mode of the application settings.
Login as administrator through the workspace open planning application then click on administration and click dimensions.
Select on account dimensions →select account dimension member →click assign access
A small window will pop-up, click on add access →then it displays a list of available users and groups who were not provided with any type of access on this member .
→select the users or group, choose the type of access as read or write according to the security requirements.
(in requirements gathering there is security matrix is available) and then choose the type of relationships such as members, children…..
→Click on Add
→click on close
Note:- the default access is none if you don’t provide any other access. perform a similar procedure for secured dimensions as well. once you are done with dimensional access. create and refresh the security filters.
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