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Scenario: Help secure cube data so that managers see only the data for their own team

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Some managers in your organization may want to use cube data to track and analyze data for their teams. The following sections provide options for implementing security in this scenario.

Option: Use dynamic security

To implement security so that a manager has access only to the data for his or her own team, use dynamic security practices. For an example of these practices, see the Dynamic Security in SSAS cube blog post.

Option: Create a new role for a specific manager

Some managers in your organization may want to use cube data to track and analyze expenses for their teams. For example, suppose that Ann is a manager in your organization, and she wants to create pivot tables to analyze expenses for her team. The following procedure explains how to create a manager role for Ann in Microsoft SQL Server Analysis Services. The procedure explains how to create the role, grant the role access to the Expense management cube, and restrict the role to the data for Ann’s team.

  1. In SQL Server Management Studio, connect to your instance of Analysis Services.

  2. In the tree view, expand the Databases > [Database Name] > Roles node.

  3. Right-click the Roles node, and then click New Role. The Create Role window is displayed.

  4. In the left pane, click General. Then follow these steps:

    1. Enter a name for the role. For this example, enter Manager-Ann.

    2. Enter a description of the role.

    3. Select the Read definition check box.

  5. In the left pane, click Membership. Then follow these steps:

    1. Click Add. The Select Users or Groups form is displayed.

    2. Enter Ann’s name in the following format: [DomainName]\[UserName]. Click OK.

  6. In the left pane, click Cubes. To give Ann access to expense information, follow these steps:

    1. In the Expense management cube row, select the Access cell.

    2. In the list, select Read.

  7. In the left pane, click Dimension Data. To give Ann access to expense information only for the employees on her team, follow these steps:

    1. In the Dimension list, select Worker.

    2. In the Attribute Hierarchy list, select Personnel number. Then select the personnel numbers that are associated with the employees on Ann’s team.

    3. In the Attribute Hierarchy list, select Worker - Name. Then select the names of the employees on Ann’s team.

    4. In the Attribute Hierarchy list, select Worker. Then select the names of the employees on Ann’s team.

Ann can now create pivot tables to analyze expenses for her team. For more information about how to create pivot table reports, see Create a report by using the Excel data connection wizard to connect to a cube.