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appropriately defined Business Roles that contain the users rather than selecting multiple users individually Even within a given role, a user can have customized permissions that are different from the overall permissions for the role A user can also belong to multiple roles In the case of users belonging to multiple roles with different permission scope, the least restrictive permission scope will prevail To successfully submit data to the assignment instances created in the previous section, access to the Model CorpBudget should be turned on for the all the Business Users or Business Roles defined as contributor, reviewer, or approver in the assignment To do this, go to the Security and Roles workspace by clicking on the Security and Roles link in the Workspace Browser, as shown in Figure 7-10 All the Business Users and Business Roles are listed in this workspace Next, click on the user Contributer1, which will open the Role or User workspace (depending on whether the user belongs to a role or not) In the bottom half of the Summary tab, set the access to On for the model CorpBudget, as shown in Figure 7-34 Repeat the same steps for users Reviewer1 and Approver1 (for the purpose of the examples in this chapter) After all the changes are made, save them to the PPS Planning Server
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Figure 7-34 Model access should be turned on for every role and user that requires access to the business forms and reports
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Associations are the final link in the Workspace browser While no associations are used in this chapter, it is important to understand what they are and what they can do Associations provide a way to tie together two models, with one model acting as the source and the other model acting as the destination Data from the fact table of the source model can be moved into the destination model, with the option of aggregating data as it is moved Imagine a scenario where each division has its own model and does its own forecasting and budgeting These divisions might have different rules for when things should be done, but when each is completed they could have an association with a master model that is company-wide, with the data from each division moved into the master model via associations
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The PerformancePoint Add-in for Excel is a tool that plays two primary purposes First, it allows for the creation of business reports and form templates Form templates can be created that define that data that will be entered, the way it will look, and the rules that apply to it Second, the add-in allows users to enter plan data and push it to the Planning server The benefits of having an Excel add-in are obvious: most people using the Planning server will be intimately familiar with Excel, and because they are working in a comfortable environment they will face a very small learning curve In addition, Excel provides powerful formatting, macros, cell formatting, and other great features that can be incorporated in the form templates
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The form templates that are available under the Forms workspace within the Planning Business Modeler are created using the PerformancePoint Add-in for Excel This section explains in detail how the business reports are created in Excel and published as Form Templates to the PPS Planning Server The PerformancePoint menu is available in Excel on a computer where the PerformancePoint Add-in for Excel is installed Clicking on the PerformancePoint menu will open the PerformancePoint ribbon within Excel 2007 The first step in using the PerformancePoint Add-in for Excel is to establish a connection with the PPS Planning Server where the model information is stored Clicking on the Connect icon in the PerformancePoint ribbon will open the Configure PerformancePoint Add-in for Excel dialog box In the text box below the title PerformancePoint Server system, enter http://<Server Name>:46787/, which in our case will be http:// PerfPointServer:46787/, as shown in Figure 7-35 The Add to Favorites button can
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