Building Functional Areas

To set security for yourself or for other users, you must be a member of the Administrator group. Members of the Administrators group have access to all metadata, fact data, setup security, and can lock cubes for the Operational Administrators. Any user that is a member of the Operational Administrators group can set up security and has access to all metadata and factdata except cubes specifically locked by the administrator.

Creating a functional area

You create functional areas from scratch to mirror your Budgeting, Forecasting, or Financial Reporting planning structures.

Any time you work in proCube Security Manager, you will want to save your work and write it to the underlying proCube database. You do this by clicking Save directly after making changes.

The following figure shows the available ribbon commands you will use to work with your functional areas.

FunctionalAreaRibbonCommands.png

Figure 1.    Functional Area Ribbon Commands

To create a functional area:

  1. From the Functional Area Ribbon, click Add Area to open the Add Area dialog. Initially this dialog is empty, but as you add functional areas, they will be listed here.

AddAreaDialog.png

Figure 2.    Add Area Dialog

  1. In the Define New Area: field, enter a name for your functional area. For example, Revenue.

  1. Click OK. Your functional area appears within the Functional Area work space.

When you add the first functional area, you create the FunctionalAreas.xml and Database.xml files and write this and future functional area information to those files. Go to the Options dialog for information on setting the location of these files and configuring other settings.

  1. Click Attach Cube to open the Attach Cube dialog.

FunctionalAreaAttachCubeDialog.png

Figure 3.    Attach Cube Dialog and the Revenue Functional Area

If you are sharing a functional area with multiple users, the first user in can make and save changes. Subsequent users will find that the functional areas are read-only. The Output Log displays messages concerning read-only status.

  1. Select cubes to attach to the functional area. For example: Master Budget, Budget Revenue, Hires_Attritions, and FTE_Headcount.

  2. Click OK to add those cubes to the functional area.

  3. Click Attach Dimension to open the Attach Dimension dialog. The dialog displays only those dimensions shared by the connected cubes. Dimensions already attached to a cube can not be reattached.

FunctionalAreaAttachDimensionDialog.png

Figure 4.    Attach Dimension Dialog and the Revenue Functional Area

  1. Select all Dimensions and click OK to attach those dimensions to the Revenue functional area. Once cubes and dimensions are attached to a functional area, the icon changes from a red flag to three cubes to show that the functional area is complete.

FunctionalAreaRevenue.png

Figure 5.    Revenue Functional Area with Cubes and Dimensions

From the Functional Area Ribbon, you can open dialogs to:

  • remove a functional area by clicking Delete Area

  • disconnect a functional area by clicking Detach Area

  • disconnect a cube from the functional area by clicking Detach Cube

  • disconnect a dimension from the functional area by clicking Detach Dimension

To set up users and groups for your functional area, go to Working with users. To build a fact data security rule and apply it to a functional area, go to Writing fact data security rules.

 

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