Control access to a breakdown

You can control access to specific breakdowns.

Before you begin

Roles required: pa_admin or admin

About this task

There are no visibility options for breakdowns. Instead, access to breakdowns is regulated by ACLs in the breakdown sources.

Procedure

  1. Navigate to Performance Analytics > Breakdown Sources.
  2. Open the breakdown sources record for the breakdown you want to set access to.
  3. In the Security type choice list, select if you want to blacklist (exclude) or whitelist (include) source elements by role based on element security lists.
  4. Define an Elements Security List record and either select the elements to be included or excluded, or use conditions to define which elements should be included.
  5. Specify the roles that have access to the elements security list.

Define an elements security list

An elements security list prevents unauthorized access to breakdown elements.

  1. Open an existing breakdown source record.
  2. In the Elements Security List related list, click New.
  3. Fill in the fields, as appropriate.
    NameDescription
    Name Descriptive name of the elements security list.
    Description A more detailed description of what the elements security list does and its purpose.
    Active Check box for making the elements security list active (selected) or inactive (cleared).
    All roles Check box for indicating whether the list applies to all roles (selected). Clear the check box and click the lock icon to specify the roles belonging to this elements security list. You can use the search button to look for specific roles.
    Security type [Read-Only] Security type selected for the associated breakdown source.
    Dimension [Read-Only] Dimension selected for the associated breakdown source.
    Facts table [Read-Only] Facts table selected for the associated breakdown source.
    Select elements Check box for including individual elements in this security list (selected). If this option is cleared, use Conditions to define which elements should be included.
    All elements Check box for including all elements in the security list (selected). Clear the check box to include individual elements in this security list.
    Show blank option Controls if users can select a blank breakdown element from the breakdown dashboard element selector. The following conditions affect if a user can select the blank option:
    • A user with the admin role can always select the blank option.
    • If no blacklist element security lists match the current user's roles, the blank option is available.
    • If no whitelist element security lists match the current user's roles, the blank option is not available.
    • If a blacklist element security list matches the current user's roles, and Show blank option is selected, the blank option is not available.
    • If a whitelist element security list matches the current user's roles, and Show blank option is selected, the blank option is available.
    • If a blacklist element security list matches the current user's roles, and Show blank option is not selected, the blank option is available.
    • If a whitelist element security list matches the current user's roles, and Show blank option is not selected, the blank option is not available.
    Conditions The conditions that must be met before the security list is applied. For example, [Category] [is] [Software]. Conditions are applied on top of the breakdown source conditions. This field is available only if Select elements is not selected.
  4. Click Submit.