Using custom data and custom attributes to filter SSAS data

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1. Overview

By connecting to SSAS (SQL Server Analysis Services) using Roles impersonation, you can automatically filter data according to the Dundas BI user who is logged on. However, this approach can become difficult to manage when there are a lot of roles.

Another option is to use the Custom Data property of SSAS data connectors in conjunction with custom attributes to secure access to the data. This method requires only one role on the SSAS side and allows you to manage data security using just the Dundas BI admin interface. Custom attributes are name-value pairs of information which Dundas BI administrators can assign on a per-user account or per-group basis.

This is an advanced topic for Dundas BI administrators.

2. Walkthrough

The following walkthrough uses the AdventureWorks DW sample database for illustration.

2.1. Set up a role in SSAS

Launch SQL Server Management Studio and connect to Analysis Services.

Create a new role (Role A) exactly as described in Using SSAS Roles Impersonation but with the following differences:

  1. In the Role Properties dialog, click Dimension Data on the left.
  2. Set the Dimension dropdown to the Customer dimension.
  3. Set the Attribute Hierarchy dropdown to Country.
  4. Click the Advanced tab and enter the following MDX in the Allowed member set box.
STRTOMEMBER('[Customer].[Country].&['+CUSTOMDATA()+']')

This MDX is variable because of the CUSTOMDATA() function which will return a custom attribute value that has been assigned to a Dundas BI user. This is the key to how the data will be filtered.

Set up a role in SSAS
Set up a role in SSAS

2.2. Create a custom attribute

Return to Dundas BI, go to the main menu, and then click Admin to see the Administration screen.

Click Account Service to expand its items and then click Custom Attributes.

In the Custom Attributes dialog, click Add custom attribute.

Add a new custom attribute
Add a new custom attribute

In the Add Custom Attribute dialog, set the name of the custom attribute to Geography, and check that the currently selected data type is String.

Enter a name for the custom attribute
Enter a name for the custom attribute

Click Submit. You'll see a message indicating the custom attribute has been saved, and it will be listed in the Custom Attributes dialog.

2.3. Set up a user group and account

Under Account Service, click Groups.

Create a new user group in Dundas BI with the name Role A. This name must match that of the SSAS role exactly.

Create a Dundas BI group for Role A
Create a Dundas BI group for Role A

Next, create a new user account named User A and add this as a member of the group Role A.

2.4. Assign custom attribute to user

Under Account Service, click Accounts to see the list of users in the system.

Click the Edit button for User A. In the Account Details dialog, scroll to the bottom. Click the Custom attributes button.

Click Custom attributes
Click Custom attributes

In the View Custom Attributes dialog, click Add custom attribute. In the Select Custom Attributes dialog, you'll see a list of available custom attributes that can be assigned to this user. Select the checkbox for the Geography custom attribute.

Select the Geography custom attribute
Select the Geography custom attribute

Returning to the View Custom Attributes dialog, enter a value for the Geography custom attribute (e.g., France) and then click Submit.

Set the Geography custom attribute value to France
Set the Geography custom attribute value to France

2.5. Create a new data connector

From the main menu, create a new data connector using the SSAS provider:

  • Set Windows Impersonation to Specified and enter the domain credentials that were added to the SSAS Membership pages when setting up Role A.
  • Set the Database Name to the name of the SSAS database.
  • Set the Impersonation dropdown to Roles.
  • Expand the Miscellaneous section and enter the following script in the Custom Data box. This script retrieves the user's Geography custom attribute value and returns it to the CUSTOMDATA() function on the SSAS (MDX) side.
ICollection<string> attributeValues
  = currentSession
         .GetCustomAttributeValues("Geography");
if (attributeValues != null) { return String.Join(", ", attributeValues); }
else { return String.Empty; }

Create a new data connector
Create a new data connector

2.6. Create a new dashboard

Create a new dashboard by dragging the Internet Sales Amount measure and the Country level from the newly created data connector to the dashboard canvas.

Create a new dashboard
Create a new dashboard

Check in your dashboard so other users can view it.

2.7. View the dashboard

Log out of Dundas BI and log on as the restricted User A. 

Open the dashboard for viewing and observe that the chart shows data for France only.

View the dashboard as User A
View the dashboard as User A

3. See also

Dundas Data Visualization, Inc.
500-250 Ferrand Drive
Toronto, ON, Canada
M3C 3G8

North America: 1.800.463.1492
International: 1.416.467.5100

Dundas Support Hours: 7am-6pm, ET, Mon-Fri