Real Property / Strategic Financial Analysis
Adding VPA to the Strategic Financial Analysis Console
The Financial Analysis Console displays metric values (key performance indicators) pre-calculated across the organization. These metric values are grouped and summarized by analysis location group, which can include countries or individual groups of buildings.
Typically, top-level management users will have access to all metrics across the whole organization. If you have users who should only have access to metrics within a certain geographical area, you can use one of the following techniques:
- Define different analyses and location groups for different user roles. Then apply a restriction on the analysesDataSource, defined in schema/ab-products/rplm/finanal/console/ab-finanal-console-configuration.axvw, using, for example, the
User.isMemberOfGroup
expression. See Named Filters for Queries in System Management Help for details on how to add conditional restrictions. - Apply VPA to totals displayed in the Analysis Scorecard, by adding a VPA expression to the totals SQL query in the
analysisValuesTotalsDataSource
, defined in schema/ab-products/rplm/finanal/console/ab-finanal-console-data.axvw. Test this VPA restriction with the analyses and location groups. - If the site desires to allow users with VPA to see the totals for all buildings, you can disable VPA for
analysisValuesTotalsDataSource
andsiteIdDataSource using applyVpaRestrictions=false
.
Note that you cannot use VPA restrictions to restrict the Capital and Expense Matrix, since the matrix displays the result of a calculation performed by a scheduled workflow rule. However, you can create different analyses that display different Capital and Expense Matrix data to different users.