Use the new editors to manage attributes and security for database objects

New settings editors are available from the Databases tree on a modeling workbench, which simplify the task of managing attributes or security for your database objects.

About this task

Previously, a single settings editor contained multiple interfaces to manage attributes and security for database objects. In Planning Analytics Workspace 2.0.87, a dedicated attributes editor and a dedicated security editor is available for each of these object groups:

  • Cubes
  • Dimensions
  • Processes
  • Chores

Manage attributes for a database object group

Procedure

  1. On the Database tree on a modeling workbench, right-click the object group for which you want to manage attributes: Cubes, Dimensions, Processes, or Chores.
  2. Click ObjectName Attributes. For example, Cube Attributes or Chore Attributes.

    A modified view of the applicable control cube opens, with individual database objects on the row axis and attributes on the column axis.

    For example, here's the view of the }DimensionAttributes cube you see when you click Dimensions > Dimension Attributes.

    Example of the attribute editor
  3. Click a cell at the intersection of an object and an attribute and enter or modify the attribute value.

    You can use Cut, Copy, and Paste to manage attribute values. You can also use the standard view options to manage sets and to select multiple cells, rows, or columns in the editor.

Manage security for a database object group

Procedure

  1. On the Database tree on a modeling workbench, right-click the object group for which you want to manage security: Cubes, Dimensions, Processes, or Chores.
  2. Click ObjectName Security. For example, Cube Security or Chore Security.

    A modified view of the applicable control cube opens, with individual database objects on the row axis and user groups on the column axis.

    For example, here's the view of the }DimensionSecurity control cube you see when you click Dimensions > Dimension Security.

    Example of the security editor

    You can use these options to manage security for objects on the Planning Analytics database:

    • To assign security for a single user group to a single object, double-click the cell at the intersection of the user group and object, then click the desired security level.
    • To assign security to multiple adjacent cells, click the first cell and SHIFT+click the last cell, then right-click the last cell and click Cell security.
    • To assign security to multiple non-adjacent cells, CTRL+click each cell, then right-click the last cell and click Cell security.
    • To assign security for an entire row, right-click the element name on the row header, then click Cell security. You can also use CTRL+click or SHIFT+click to select multiple rows.
    • To assign security for an entire column, right-click the element name on the column header, then click Cell security. You can also use CTRL+click or SHIFT+click to select multiple columns.
  3. Click Add group icon on the security editor to create a new group on the Planning Analytics database. You can then immediately apply object security to the new group.
  4. (Cloud only) Click Add groups icon to import groups that exist in Planning Analytics Workspace to the Planning Analytics database.

    The groups you select are added to the database. In addition, any users within the groups are also added to the database and assigned to the appropriate groups. You can then immediately apply object security to the new groups.

    You cannot import groups that exist in Planning Analytics Workspace to the Planning Analytics database on Planning Analytics Workspace Local.