OTBI client role based reporting

Gökhan Karabulut

Hi,

Our customers require to have BU or role based reporting dashboards on OTBI. They do not want to have multiple reports, the requirement is single report but the data will be filtered according to the user authority.

But in a single subject area, for example "Sales", we couldnt find a method to create a report prompt, to get user's BU or role info, to filter it by another prompt.

Is there any method to do this.?

Thank You

Gökhan

Nathan CCC

Hi Gökhan Karabulut

The system does this "out of the box". All dashboards are already "role based". Yes you do not need to build different analysis for each business unit. You just build one analysis. At query time User A only get business units X Y and user B will only get business unit Z. You do NOT need to use dashboard prompts to implement this. This data security is already by design built into our Subject Areas.

When your user view either 1) analysis in OTBI or 2) a report in OTBI with a data model data set that query a subject area - then they submit a query to the OTBI metadata repository database (RPD). It will add where clauses at runtime to implement security. For subject areas that are not HCM this in most cases reads the setup of grants by security context for your session user and role on page in My Enterprise work area "Setup and Maintenance" task "Manage Data Access for Users". For may roles this includes data security profiles on transactions by security context Business Unit.

Review the job roles for you subject area from here

https://docs.oracle.com/en/cloud/saas/otbi/fa-index.html

Optionally as IT Security Manager using work area Security Console read the data security policies inside the job roles to see what security contexts are setup for row level security as a user who is granted this role.

As a test case grant job role to 2 users A and B then go to page manage data access for users to give A and B different business units. Sign in as each user to run your analysis to validate each user has filters added. Optionally go to page Manage Sessions the View log to see the different where clauses added at runtime for each user if you are interested in understanding data sources.

Gökhan Karabulut

Thank you dear Nathan, I will test and inform you.