Filtering Members Separately

To filter all the data for one or more members, define access for each member on its own row in Filter Editor. Filter definitions on separate rows of a filter are treated with an OR relationship.

For example, to block access to Sales or Jan, assume that user KSmith is assigned the following filter:

The next time user KSmith connects to Sample.Basic, her spreadsheet view of the profit margin for Qtr1 (Figure 145, Results of Filter Blocking Access to Sales or Jan) shows that she has no access to data values for the member Sales or the member Jan, which are marked with #NOACCESS. All data for Sales is blocked from view, as well as all data for January, inside and outside of the Sales member. Data for COGS (Cost of Goods Sold), a sibling of Sales and a child of Margin, is available, with the exception of COGS for January.

Figure 145. Results of Filter Blocking Access to Sales or Jan

This images shows a spreadsheet in which cells blocked by filters are marked with #NOACCESS.