Adding VPA to 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 and siteIdDataSource 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.