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Author's profile photo Alexander Peter

Designer / viewer rights in SAP Analytics Cloud, add-in for Microsoft Office

In the recent release, the add-in has introduced a new functionality to apply designer or viewer rights in workbooks. While the designer can still access the full set of features, the viewer user has limited options to change report layouts (e.g., can not add/remove dimensions, filtering only possiblle on specified dimensions etc.).
Those rights are derived from a permission that has been recently introduced to SAP Analytics Cloud. This permission is called “Add-in Workbook”.

New%20permission%20for%20SAC%20add-in

New permission for SAC add-in

While the new permission should have appropriate rights in the standard content roles (i.e., viewer and BI content viewer only have read rights, while all other admin, modeler or planner reporter roles have full rights) , in most custom roles, however, this permission could have no rights per default (as shown in the screenshot). This means that users with these roles are not able to work in add-in workbooks anymore.
So it is important that this permission needs to be adjusted by the administrator. You need at least read right for working as viewer in the add-in. A designer needs at least update rights.

Note that this new permission is NOT available in Datasphere-only Tenants. The new design/view feature is deactivated for Datasphere-only customers for the time being. However, we will activate the permission in Datasphere as soon as possible and inform you about this on time.

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      27 Comments
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      Author's profile photo Jef Baeyens
      Jef Baeyens

      Hi Alexander,

      Can a user be a designer for one area (model/folder/workspace in LOB A) and a viewer in another area (model/folder/workspace in LOB B)?

      Author's profile photo Alexander Peter
      Alexander Peter
      Blog Post Author

      Hi Jef,

      thanks for your question! For now, the permission is only on user level.

      It is planned to have a workbook-related permission once OCEAN is integrated in SAC repo. 

      In addition, there are several ideas of introducing more flexibility on authorizations on story level - when this is happening, we are following this for SAC add-in (on workbook level).

      Best,

      Alex

      Author's profile photo Agata Janeczek
      Agata Janeczek

      Hello Peter, are those on the roadmap already?

      Author's profile photo Alexander Peter
      Alexander Peter
      Blog Post Author

      Hi,

      repo is on the roadmap (could make it until QRC1). Other things are still in discussion with SAC team.

      Best,

      Alex

      Author's profile photo Agata Janeczek
      Agata Janeczek

      Additional question - on the BO permission were designed similar way, but when user downloaded workbook and saved that locally he could for example add additional column with dimension from the query. Will that be still possible or workbook is completely not editable, no matter where saved?

      Author's profile photo Alexander Peter
      Alexander Peter
      Blog Post Author

      A workbook designed by "designer user" cannot be changed (significantly) by a "viewer user". Even not in "save as" case. However, a viewer user will be able to create own workbooks with almost full rights - except planning.

      Best,

      Alex

      Author's profile photo Agata Janeczek
      Agata Janeczek

      Hi Alex, thanks for both answers. I have to test that!

      Author's profile photo Enrica Zaidman
      Enrica Zaidman

      Alex,

      Do the Add-in Workbook permissions only apply to creating, editing, and deleting tables within Excel add-in workbooks?  What permissions would a user with a View-only role in a browser need to be able to create their own Excel add-in tables or edit one someone else shared with them?

      Thanks

      Author's profile photo Alexander Peter
      Alexander Peter
      Blog Post Author

      Hi Enrica,

      I try to anticipate the documentation on this in brief:

      • User with designer rights ("update" permission in SAC add-in privilege): like before, this user can do everything (planning, etc.) in ALL workbooks
      • user with viewer rights ("read"):
        • can open existing workbooks, but not change layout (i.e. adding/removing dimensions), only filter on "permitted" dimensions, can plan (if allowed by workbook designer)
        • can create own (local) workbooks with any model, can navigate and filter on them, but cannot plan

      Hope that helps.

      Best,

      Alex

      Author's profile photo Chris Cap
      Chris Cap

      Can you please clarify what all of the check boxes in the role do? (I've taken my best guess below)

       

      Create - Does this have any function, or should we leave it unchecked for now?

      Read - Described above

      Update - Allows edit access to excel add-in tables, same as before.

      Delete - Does this have any function, or should we leave it unchecked for now?

      Author's profile photo Alexander Peter
      Alexander Peter
      Blog Post Author

      Hi Chris,

      this privilege will also be used later when when SAC add-in can store workbooks in SAC repository. So most of the rights you see are not relevant until the repo intergation will be available (planned early next year).

      For the designer/viewer rights only "update" (designer) and "read"(viewer) are relevant. If nothing is set, the user won't be able to use SAC add-in going forward.

      Best,

      Alex

      Author's profile photo Oleksandr Master
      Oleksandr Master

      Hi Alexander,

      Currently, designers and users can save Excel workbooks on their local PC only. Is it right?

      Best regards,

      Oleksandr

      Author's profile photo Alexander Peter
      Alexander Peter
      Blog Post Author

      Hi Oleksandr,

      SAC add-in cannot influence the right to store workbooks on local PC. There's no change ... everyone can save workbooks locally ..

      Best,

      Alex

      Author's profile photo Oleksandr Master
      Oleksandr Master

      Thanks Alexander. But the question was a little bit different. I could not believe that workbooks cannot be saved on SAC Server. Could you confirm this please?

      BR, Oleksandr

      Author's profile photo Alexander Peter
      Alexander Peter
      Blog Post Author

      Hi Oleksandr,

      no saving of workbooks to SAC tenant is not yet possible. We are working on this. Tentatively planned for QRC1 2024.

      Note that for this feature the same privilege "Add-in workbook" will be checked to define if a user can store, update, read or delete the file. So if you are maintaining the roles now, please also consider the future repository integration.

      Best,

      Alex

      Author's profile photo Jef Baeyens
      Jef Baeyens

      Hi Alexander Peter, how about Datasphere-only users? How do you assign this privilege to them?

      Author's profile photo Alexander Peter
      Alexander Peter
      Blog Post Author

      Hi Jef,

      it is related to the user who logs into SAC add-in (which needs to be a SAC user).

      Best,

      Alex

      Author's profile photo Jef Baeyens
      Jef Baeyens

      ok, so I guess the SAC add-in will not work anymore for Datasphere users (old/embedded SAC users)

      Author's profile photo Alexander Peter
      Alexander Peter
      Blog Post Author

      There's no change ... but you need an SAC user to log on ... you cannot log on to Datasphere stand-alone

      Author's profile photo Kris Stono
      Kris Stono

      Hi Jef, good question as I would have hoped that the Embedded SAC within Dataspehere could be used. Not tested this yet as we are currently testing the ad-on against Datasphere Analytic Models but having to go via standalone SAC which then exposes the various connections (wea can also cosume S4 Cloud queries this way). I will give an update is I can find a sandbox environmemt to test this in.

      Regards

      Kris

      Author's profile photo Jef Baeyens
      Jef Baeyens

      I know it works today but should be discouraged because it's phased out:
      Analytics Optimization – SAP Analytics Cloud and SAP Data Warehouse Cloud now on two tenants! | SAP Blogs
      I guess this will be totally blocking after this change.

      Author's profile photo Alexander Peter
      Alexander Peter
      Blog Post Author

      Hi Jef,

      you made a good point. I just checked the embedded SAC (in single-tenant Datasphere) does not contain the "Add-in workbook" privilege. However, you can switch to the SAC app (on the upper right corner) to see the SAC user privileges. Please make sure you maintain them as described above.

      Best,

      Alex

      Author's profile photo Alexander Peter
      Alexander Peter
      Blog Post Author

      Hi Jef,

      please see my update above. We need to deactivate the feature for Datasphere-only tenants (both single-tenant and two-tenant set-ups) for the time being.

      Best,

      Alex

      Author's profile photo Sander van Kolck
      Sander van Kolck

      Hi Alexander,

      does this mean we cannot use the Excel Add in function for only Datasphere customers? We are working on a customer project right now where this is a key element for the implemenation. They require a Excel plugin for Analytical Models in Datasphere. Customer is a Datasphere Only tenant.

      How do we need to move forward now with this client?

      I can recommend you to postpone the implementation of these new restrictions rights till also Datasphere is sorted.

      Gr

      Sander

       

       

      Author's profile photo Alexander Peter
      Alexander Peter
      Blog Post Author

      Hi Sander,

      SAC add-in continues to work on pure Datasphere tenants as before - as long as the privilege is not available there (we're working on that). So for your customer, there's no change wrt designer and viewer rights from the next release on (planned for Nov 20).

      SAC tenants need to be configured wrt to add-in workbook privilege to continue working ...

      Best,

      Alex

      Author's profile photo Amrita Goswami
      Amrita Goswami

      Hi Alex,

      We have been using SAC Excel Workbooks to input and publish data. However over the past 2/3 weeks we noticed that in one of our Workbooks the Publish Button is greyed out after 'Process Data' button is clicked.

      The underlying Role has the following permissions:

      Please suggest if some setting is missing here.

       

      Thanks & Regards,

      Amrita

      Author's profile photo Alexander Peter
      Alexander Peter
      Blog Post Author

      Hi Amrita,

      the new feature has not been rolled out yet. So it needs to be a different issue. If you do not find a solution, please open a customer ticket and we'll look into it.

      Best,

      Alex