Defining a security filter based on a lookup table

After you have finished modeling a lookup table, you can define a security filter that is based on it.

1. Select the hierarchy for which you want to define a security filter from the Project Explorer tree.
2. From the Security tab, click Add Lookup Table Based Security Filter .
3. Select the security filter, and then select the required option from the Scope list.

   For information on scope options, see Security filters for hierarchy members.

4. Select the query subject that you defined for the lookup table from the Query Subject list.
5. Define the hierarchy level on which to filter by mapping the level keys to one or more query items in the Level Key Filters list.
6. Click Edit to define an expression to filter data in the lookup table.

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

7. Define the filter expression. You can use the following methods to create the expression:
   • Select query items to include in the filter by dragging and dropping them from the query subject in the Project Explorer tree.
   • Type the expression manually, by using functions available from the Functions tab in the Project Explorer tree as required.

   For more information on using an expression in a security filter, see Security filters for hierarchy members.

   Tip: Query item references cannot be typed; they must be dragged and dropped.
8. Click Validate to check the expression is valid.
9. Click OK.