Security Filters

Security Filters are accessed through the Space Management Module. Admins are given a holistic view of all security filters for a given space rather than navigating to individual spaces. This feature allows admins to create security filters, either with an existing variable or custom BQL. The build of the security filter is simple, selecting an attribute or measure using a subject area rather than navigating to specific attribute per a source. Pre-existing (Flash) security filters can also be managed from this interface.

Note: The Security Filters feature can only be used on spaces which are on the new metadata infrastructure. For more details, see Convert an ADR Space to the New Metadata Infrastructure in the Modeler User Guide.

Prior to creating a security filter, you must create the Visibility Control table. Optionally, you can create a variable to use for a variable type security filter. For information, see Manage Variables.

To create a security filter:

  1. From Admin, select Space Management.
  2. Select a space, and then click Security Filters.
  3. Click + Create New.
  4. Select the Security Filter Type you want to create.
    Variable
    Select a variable from the Variable Name list field. The Variable Name list shows previously created variables. After selecting the variable, you can see the BQL associated with that variable.
    Custom
    Allows the user to create their own query that returns a list of values or list of constants on which to filter. Use the Custom value pane to specify your query. For example:
    SELECT [Mapping.Retail_Store_Code] FROM [ALL] WHERE [Mapping.Username]=GetVariable('USER')

  5. Select an Attribute in the Column field to target your security filter. You can search for a column by specifying characters in the Column field. The application displays suggested columns based on the characters you specify in the field. Alternatively, you can click the Browse icon to view attributes from the available subject areas in the Select Column panel.
  6. Select the sources to apply to the security filter in the Applied Sources field. You can apply the security filter to only specific sources in your space instead of all sources.
  7. Select the space groups to be exempt from this security filter so that they are not affected by the security filter. You can select more than one group. Use Deselect All to clear out your previous selection.
    Note:  If the space does not have any space groups, account groups display instead of space groups.


  8. Click Save.
    Things to note:
    • Security Filters created in using these steps do not support in a network BI scenario
    • When adding a new source that target the same dimension column, admins must re-save their previous security filter targeting the dimension
    • Security filters cannot be used or saved with the variable Users
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