1. Modeling
  2. Build Models
  3. Dynamic Cell Access
  4. Examples of Dynamic Cell Access

These examples illustrate how to apply Dynamic Cell Access to cell data on dashboard grids.

One: Control access to time periods

In this example, Dynamic Cell Access is used to control both read-only and write access to months.

Prerequisites: A simple Products list.
  1. Create an access driver module named Access Drivers - Time.

    1. Position Time on columns.
    2. Insert two line items to serve as access drivers: Read and Write.
    3. In Blueprint view, change the format of both line items to Boolean.
  2. Create a target module named Products over Time.

    Image: Products over Time.

    1. Position Time on columns.
    2. Insert a dummy line item named Data and position line items on pages.
    3. Position your Products list on rows.
    4. In Blueprint, apply the Access Drivers - Time.Read and Access Drivers - Time.Write access drivers to the Read Access Driver and Write Access Driver columns respectively.
  3. Publish both modules to a single dashboard named Products over Time.
  4. Use the access driver checkboxes to dynamically control access to product sales data in the target grid.
    • Select both Read and Write for March 18 to enable write access to product sales in March 18.
    • Select Read for Jan 18 and Feb 18 to enable read-only access to product sales in those months.
    • Product sales data is invisible for the other months because both Read and Write are deselected.

Two: Control access to monthly sales of products by customer

In this example, Dynamic Cell Access is used to control both read-only and write access to monthly product sales for two customers.

Prerequisites: A simple Products list and a Customer list containing two items.
  1. Create an access driver module named Access Drivers - Products, Customers.
    1. Position your Customers list on pages and your Products list on columns.
    2. Insert two line items to serve as access drivers: Read and Write.
    3. In Blueprint view, change the format of both line items to Boolean.

  2. Create a target module named Products by Customer.
    1. Position Time on columns.
    2. Insert a dummy line item named Data and position line items on pages.
    3. Nest your Customers and Products lists on rows.
    4. In Blueprint view, apply the Access Drivers - Products, Customers.Read and Access Drivers - Products, Customers.Write access drivers to the Read Access Driver and Write Access Driver columns respectively.

  3. Publish both modules to a single dashboard named Products by Customer.
  4. Use the access driver checkboxes to dynamically control access to product sales data by customer in the target grid. For example:
    1. For the Galaxy customer, deselect Write for the Electronic control unit, Yaw controller, Brakes, Tower, and Capacitor products to make sales data read-only.
    2. For the Forward customer, deselect both Read and Write for the Low-speed shaft and the High-speed shaft products to make sales data invisible.
    3. For the Forward customer, deselect Write for the Transformer and Gearbox products to make sales data read-only. Quarter totals become invisible if read-only and write access is removed from the months contained in the quarter.

Three: Control read-only access to budget and actual spend data using a line item subset

In this example, Dynamic Cell Access is used to control read-only access to numeric-formatted cell data recording budget and actual capital expenditure across several major infrastructure projects. A line item subset is used to control access to cell data in the output grid, instead of setting a separate access driver for each line item.

Prerequisites:
  • A simple CAPEX Projects list containing several items.
  • Budget and Actual Versions.
  1. Create an access driver module named Driver for CAPEX Spend.
    1. Position your CAPEX Projects list and Versions on pages.
    2. Insert a single line item, named LIS Driver, to serve as an access driver.
    3. In Blueprint, change the format of the LIS Driver line item to Boolean.
  2. Create an target module named CAPEX Spend.
    1. Position Versions on pages, CAPEX Projects on columns, and line items on rows.
    2. Insert several line items including some Number-formatted items.
  3. Create a line item subset named CAPEX Spend LIS containing every Number-formatted line item in the CAPEX Spend target module.
  4. In the Blueprint of the Driver for CAPEX Spend module, in the Applies To column of the LIS Driver line item, add CAPEX Projects and CAPEX Spend LIS to the line item's dimensions.
  5. Note: This creates a subsidiary view on the line item.
  6. In the Blueprint of the target module, apply the Driver for CAPEX Spend.LIS Driver access driver to the Read Access Driver column.
  7. Publish both the access driver module and the subsidiary view of the access driver (LIS Driver) to a single dashboard named CAPEX Spend.
  8. Use the checkboxes and the page selector in the driver grid to control read-only access to specific cells in the output grid. Among many other combinations, you can remove read-only access from the Budget and Spend figures for the Thames project.