13. Click the Protection tab (visible only in design mode) in the Commands and Options dialog and make the following selections:
- Clear the Filter check box.
With this setting, the targeted user audience cannot add, change, override or see beyond filters that are enacted in design mode.
- Clear the Group and Change Layout check box.
Clearing this checkbox means the targeted users cannot group or change layouts beyond those enacted in design mode.
- Clear the Edit Detail Data check box.
This setting prevents users from modifying detail data in the PivotTable List.
- Clear the Delete Detail Rows check box.
Clearing this checkbox prevents users from deleting detail rows in the PivotTable List.
Our modifications to the Protection tab settings appear in Illustration 28.
Illustration 28: The Commands and Options Dialog - Protection Tab
14. Close the Commands and Options dialog to save changes.
Other Protection features exist, each of which is somewhat self-evident in the control that it affords. It is useful to realize that if we clear the last of the list of checkboxes, the Commands and Options Window in run mode check box, the Commands and Options button remains available on the toolbar at any time we are in design mode for the PivotTable List.
It is important the fact that, in Microsoft Excel, the restrictions we have explored above have no effect. Users who export a PivotTable List to Excel from the browser can then use Excel features to view all detail data that is available in the source data - a potentially compromising scenario. To prevent users from accessing the detail data in this way, we can restrict access to the Export to Microsoft Excel command in the browser by turning off the toolbar, by restricting access to the Commands and Options dialog box (unchecking the appropriate checkbox on the Protection tab), and taking action to hide the shortcut menus.
For more information on any of these features, consult the online documentation for the Office PivotTable List.
15. Save the PivotTable List.
16. Click the Preview tab.
17. In Preview mode, attempt to perform the actions we have restricted from the browsers of the PivotTable List.
We might have left the salaries columns in place, and instead prevented the user audience from drilling to the individual employee level. However, that would have implied settings that delivered very high rollup, as individuals begin "showing numbers" with regard to the salary measure from the top of the Employee hierarchy (after all, it's an HR cube). This would obviously mean virtually no drill downs to other measures, including headcount, in the simplest sense. Of course, there are many approaches, and the business requirements of information consumers, combined with the security needs of the organization, would certainly be a high priority within any design effort.
There are additional restrictive setpoints that we might have used, some of which we have touched upon earlier. Again, organizational security and information needs typically dictate the setpoints that are appropriate.
Next in Our Series ...
In this lesson, Reporting Options for Analysis Services Cubes: MS FrontPage 2002, we explored some of the options offered by the Office PivotTable List for report building with Analysis Services cubes. As we did with the Excel PivotTable Report in the first of our Reporting Options articles (Article Ten), we presented an introduction to using FrontPage to retrieve and display information from our cubes, first discussing the steps needed to define our data source, and to establish a connection to the cube. We exposed the functionality involved in using the PivotTable List, its physical layout, and aspects of its general navigation. We then explored the use of the PivotTable List in practice browsing / reporting scenarios with Analysis Services cube data, discussing advantages in architecture where appropriate. Finally we discussed various presentation and formatting considerations for PivotTable List reporting, as well as features that allow us to control the actions of information consumers with the PivotTable List.
Our next lesson will explore yet another option for reporting from Analysis Services cubes. In Lesson Twelve, Reporting Options for Analysis Services Cubes: Cognos PowerPlay, we will examine some of the options offered by Cognos PowerPlay for report building. As we did with the MS Office reporting options in this and the previous Reporting Options article, we will present an introduction to using Cognos PowerPlay to retrieve and display information from our cubes, discussing in order the steps needed to set the application up specifically for accessing a non-Cognos (e.g., Analysis Services) cube, then exposing the steps required for the definition of our data source, and for the establishment of a connection to the cube from two different perspectives. Next, we will briefly examine the layout navigation of the two reporting approaches that PowerPlay offers, and practice examples of browsing and reporting our cube data from each.
» See All Articles by Columnist William E. Pearson, III
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