In Oracle's Hyperion Planning world, we can create Financial reports by choosing either Essbase or Planning as the data source. They have their own shares in term of advantages and disadvantages.
Reports with Essbase as the data source can pull larger number of records, and therefore, we can create huge reports. On the other hand, we are not able to view supporting details in such reports which can sometimes be a disadvantage.
On the other hand, if we create a report with Planning as the data source, we will have the option to view supporting details as well. However, it comes with a price. Such reports will be limited to specified number of cells in Planning (ERROR_THRESHOLD_NUM_OF_CELLS), meaning a report that would generate more than he cells specified would throw an error. Moreover, there is another significant issue that would annoy users trying to pull Financial reports build off Planning data source. This issue affects non-admin users where they see the entire hierarchy while using the POV in pulling a report.
Admin users are perfectly fine with this issue because they see exactly the members as defined in the report, however, non-admin users could get annoyed as they need to drill down the whole hierarchy.
We can take the following steps to at least restrict the users to the level he is assigned to -
Option one is to set preferences manually one user at a time. If we are to follow this option, we can ask the user to do the following:
1. Go to File - > Preferences.
2. Click the "Financial Reporting" tab.
3. Click the "Setup Members" tab under "User Point of View."
4. For "Database connection", click the drop down, and choose the Planning connection that the report is against and hit Refresh.
5. All the way at the bottom of the dialog, for "Member Selection Display" choose "Only members I can access" and click OK to exit out the box.
Now the user should see only up to the level he is assigned access to in Planning, and not the whole tree.
Option two is setting the property up globally by the ADMIN by using the FRCONFIG.CMD
In order to do so,
1. Go to D:\oracle\Middleware\EPMSystem11R1\products\financialreporting\bin and run FRCONFIG.CMD. It opens the Java Monitoring & Management Console.
2. Click the MBeans tab.
3. Expand com.hyperion -> Financial Reporting -> Attributes -> and click "com.hyperion.reporting.HRPrefs.filter_by_security"
4. On the right-hand side of the box, under Attribute value, set the value to "true" and Refresh.
5. Exit the Java console.
6. Restart Reporting and Analysis.
By taking the steps as outline above, we can prevent the users from having to see the whole tree, however, it does not resolve the issue completely, because, the users may still see members that are outside the scope of the report.
As I communicated with Oracle and looked through documents, the issue seems to have been resolved in version 11.1.2.4, however, I have not tested version 11.1.2.4 yet.
NOTE - It is based on EPM 11.1.2.3.700
Reports with Essbase as the data source can pull larger number of records, and therefore, we can create huge reports. On the other hand, we are not able to view supporting details in such reports which can sometimes be a disadvantage.
On the other hand, if we create a report with Planning as the data source, we will have the option to view supporting details as well. However, it comes with a price. Such reports will be limited to specified number of cells in Planning (ERROR_THRESHOLD_NUM_OF_CELLS), meaning a report that would generate more than he cells specified would throw an error. Moreover, there is another significant issue that would annoy users trying to pull Financial reports build off Planning data source. This issue affects non-admin users where they see the entire hierarchy while using the POV in pulling a report.
Admin users are perfectly fine with this issue because they see exactly the members as defined in the report, however, non-admin users could get annoyed as they need to drill down the whole hierarchy.
We can take the following steps to at least restrict the users to the level he is assigned to -
Option one is to set preferences manually one user at a time. If we are to follow this option, we can ask the user to do the following:
1. Go to File - > Preferences.
2. Click the "Financial Reporting" tab.
3. Click the "Setup Members" tab under "User Point of View."
4. For "Database connection", click the drop down, and choose the Planning connection that the report is against and hit Refresh.
5. All the way at the bottom of the dialog, for "Member Selection Display" choose "Only members I can access" and click OK to exit out the box.
Now the user should see only up to the level he is assigned access to in Planning, and not the whole tree.
Option two is setting the property up globally by the ADMIN by using the FRCONFIG.CMD
In order to do so,
1. Go to D:\oracle\Middleware\EPMSystem11R1\products\financialreporting\bin and run FRCONFIG.CMD. It opens the Java Monitoring & Management Console.
2. Click the MBeans tab.
3. Expand com.hyperion -> Financial Reporting -> Attributes -> and click "com.hyperion.reporting.HRPrefs.filter_by_security"
4. On the right-hand side of the box, under Attribute value, set the value to "true" and Refresh.
5. Exit the Java console.
6. Restart Reporting and Analysis.
By taking the steps as outline above, we can prevent the users from having to see the whole tree, however, it does not resolve the issue completely, because, the users may still see members that are outside the scope of the report.
As I communicated with Oracle and looked through documents, the issue seems to have been resolved in version 11.1.2.4, however, I have not tested version 11.1.2.4 yet.
NOTE - It is based on EPM 11.1.2.3.700
