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Adaptive Planning
Make Custom Dimensions Eligible for Access Rules

Make Custom Dimensions Eligible for Access Rules

Security:
  • Users
     permission
  • Model includes sheets, accounts, dimensions, and formulas
     permission
When you're securing dimensions for access rules, you might not see a custom dimension that you want to secure. In these cases, the custom dimension isn't eligible for access rules. Custom dimensions aren't eligible for these reasons:
  • The custom dimension has over 10,000 values.
  • You already have 3 custom dimensions secured. Contact us if you require more than 3 custom dimensions.
  • You enabled the 
    Use on Levels
     or
    Data import automatically creates dimension values
     settings for the custom dimension.
  • The dimensions might be on modeled and cube sheets with a sheet setting that allows users to edit dimension values from the sheets.
You can change the settings to make them eligible.
  1. Select
    Modeling
    from the main menu.
  2. Click
    Dimensions
    .
  3. From the list of dimensions, select the dimension that you want to secure for access rules.
  4. In the
    Dimension Details
     section, clear these check boxes:
    • Use on Levels
      .
    • Data import automatically creates dimension value
      s.
  5. Save.
  6. From the main menu, click the arrow next to
    Modeling
     and select
    Model Overview
    .
  7. Make a list of all modeled and cube sheets that have the dimension.
    1. Double-click each modeled sheet icon.
    2. Check the
      Column Details
       of the table to find the dimension.
    3. Double-click each cube sheet icon.
    4. Check the
      Dimensions Details
       to find the dimension.
  8. From the main menu, click the arrow next to
    Modeling
    and select
    Model Management
    .
  9. Click
    Level Assigned Sheets
     or
    User Assigned Sheets
    .
  10. For each sheet with the dimension, click
    Edit
    .
  11. For modeled sheets, click
    Columns and Levels
     and for cube sheets, click
    Dimensions, Attributes, and Levels
    .
  12. Select the dimension you want to secure from the canvas.
  13. From the
    General Properties
     section clear the check box for
    Edit Dimension on Sheet
    .
If none of the other blockers apply, you can secure the dimension.