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Business Logic Library

The business logic library is designed for administrators to better manage all the various calculations and logic definitions created by end users in the main client application.

Opening Personal Logic Libraries

To view a specific user's personal library, click the drop down list to find their name or type in a search string to narrow the listing.


The interface is split into 3 sections. On the left are 2 split panels for administration of public business logic (on the top) and private business logic (on the bottom). The security panel settings on the right is active for all public content.

Within these interfaces:

  • Administrators can move / drag-and-drop any custom element (set or member) from the public domain to the private domain and vice versa:
  • To rename a custom element, select the node and push the "F2" button on your keyboard or use the right click context menus.
  • To delete a custom element, select the node and push click the Delete Item in the toolbar or use the right click context menus.

To better find items in the listing, use the table headers to sort the list (red arrow) or open up a quick filter (black arrow).

For each item, the context menu provides these functions:

  • Delete - functions as per the delete button described above
  • Rename - functions as per the delete button described above
  • Connection String Changer - for administrators to reassign a custom element to a different data source.
  • Edit MDX - for administrators to correct the raw MDX behind different custom business logic items.
  • Copy/Paste - can copy and paste from private to public and vice versa.

NOTE: You cannot edit the MDX for cell overlays or custom KPIs.

Roles and Shared Business Logic Security

Public custom elements can be secured through roles. Roles settings can be set for each of these items, providing users in a particular role with read and write access to the selected item.

To set the security for an item, select the item in the left hand panel and then check the role access in the right hand panel. For a given role to have WRITE access, the role must first have READ access.

Private Custom Elements

Custom Elements under these private folders implicitly provides full read and write access to that specific user. As such, role settings are not required for this type of content.

Custom Elements moved to the private nodes, lose their explicit role access settings. Conversely, items moved from the private nodes have no explicit role access set.

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