Implementing Data Locking to Control Data Access in a Story

Objective

After completing this lesson, you will be able to use data locking to control data access in a story.

Lock-Related Settings in Data Tables

When using data locking, there are two related settings for data tables in stories:

  1. Data Disaggregation: The data disaggregation settings provide more control over how values are spread from parent members to leaf members. Enabling the following options will change how data disaggregation will occur and prevent disaggregation to those locked (by data locking) or invalid (due to relationship validation) leaf members that would otherwise normally receive values.
  2. Security: Some restrictions automatically make cells appear as read-only in a table, while other restrictions allow you to edit the values in restricted cells but won’t allow you to publish changes to restricted members.
Lock Related Settings in Data Tables

Access Model-Based Data Locks in a Story

In a story, you can set and view data locks by cell.

The statuses include:

  • Open: Any user with the appropriate authorization can change the data.
  • Locked: No one can change the data.
  • Mixed State: A combination of open and locked statuses, for example, a parent will have a mixed state if one of its children has a different status.

Turn on the Data Lock Indicator

Turn the indicators on or off in a story by going to More ActionsShow/HideData Locks from the story table.

Turn the indicators on or off in a story by going to More Actions then Show/Hide, and select Data Locks from the story table

Note

Data locking can be used with advanced filtering.

Owner Access

If a user is logged on as the owner, they can change Restricted data.

If a user is logged on as a non-owner:

  • Assuming they have the Planner Reporter role, they can’t change the data lock status.
  • They can set the cell to ignore data locks and change the data but they can't publish it.

In order to use data locking, non-owners require a role that includes Read access to the Data Locking activity (in a role).

Data Lock Owner Access in stories

Additional Information

Visit the SAP Help Portal for more information on Permissions.

Use Data Locking

Task 1: View Data Locking as the Lock Owner

Business Scenario: You have a model that requires input from a colleague. You only want them to be able to edit certain cells, so you configured your data locking in the model. Because the model and story are not in a public folder, they are shared with your colleague.

Task Flow: In this practice exercise, you will:

  • View the story to see which cells are locked and unlocked
  • Share the story with another user

Task 2: Update Data in a Story as the Non-Lock Owner

Business Scenario: You have received a story from a colleague containing both locked and unlocked cells.

Task Flow: In this practice exercise, you will:

  • Update the table containing locked and unlocked cells
  • Turn on the Ignore Data Locks feature and update the data

Task 3: Unlock a Data Region in Preparation for the Upcoming Planning Cycle

Business Scenario: As the planning administrator, you need to unlock the data region in preparation for the upcoming planning cycle.

Task Flow: In this practice exercise, you will:

  • Configure the data lock
  • Set the data lock status to open