Defining a role-based security filter

You can manually define security rules for users where no lookup tables exist.

Procedure

  1. Select the hierarchy for which you want to define a security filter from the Project Explorer tree.
  2. Select the Security tab.
  3. Click Add Role Based Security Filter add role based security filter.
  4. Select the security filter, and then select the required option from the Scope list.
  5. Click Edit to define an expression to add members to the security filter.

    For example, you can define an expression that restricts a report user to their own data only.

  6. Define the filter expression. You can use the following methods to create the expression:
    • Select members to include in the filter by dragging and dropping them from the Members folder in the Project Explorer tree.
    • Type the expression manually, by using functions available from the Functions tab in the Project Explorer tree as required.
  7. Click Validate to check the expression is valid.
  8. Click OK.

What to do next

To apply a security filter to a dynamic cube, you must now add the filter to a security view.