Custom Attribute as security hierarchy

I was hoping to get some clarification on using Custom Attributes for security per this article:
https://www.dundas.com/support/learning/documentation/administration-configuration-customization/how-to/using-a-security-hierarchy-to-filter-data-by-user

Here is the scenario:

2 data cubes, SalesHeaders and SalesDetails, both with a Company dimension containing CompanyA, CompanyB and so on.

I set up a Custom Attribute called Company and changed the Company dimension in each data cube to use this Custom Attribute as a security hierarchy.

I create a dashboard that has two metric sets, one from each data cube, that both are filtered by the same view parameter vpCompany based on this company dimension.

I go into a user account and add Custom Attribute Company and add the SalesHeaders Data Cube, setting only to value Company A.

This works correctly: in my dashboard metric set linked to SalesHeaders, I can only see Company A.

I go back into user account and edit the Custom Attribute Company and add the SalesDetails Data Cube, setting only to value Company A.

This does not work and I can no longer see CompanyA in my SalesHeaders metric set anymore.

It appears that each data cube must use a different Custom Attribute, ie: CompanyForSalesHeaders, CompanyForSalesDetails, and that I must add each of these Custom Attributes to my user account and within each, set only the corresponding Data Cube.

That’s fine, but then why does the Custom Attribute allow you to add more than one data cube if it isn’t going to work? Is it because I’m not using a shared hierarchy between these two data cubes?

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Hi Kelly,

What version of Dundas BI is this? You mentioned “not using a shared hierarchy between these two data cubes”, are you referring to not using a custom hierarchy? If so, can you create a custom hierarchy for this company dimension, apply it on both data cubes and try again?
https://www.dundas.com/support/learning/documentation/analyze-data/how-to/how-to-create-a-custom-user-hierarchy

Otherwise, for further assistance we can schedule an online meeting for this, can you please follow up with an email to support@dundas.com about this topic.

Regards,
Jay

Version: 6.0.0.1003.
Correct, I am not using a custom hierarchy. I just wanted to confirm that was the reason it wasn’t working as I expected and it sounds like that is the reason. I didn’t see it mentioned in the original support article I referenced, maybe it would be a good note to add. Thanks for the clarification.

You are welcome Kelly. I want to point out there is no requirement to use a custom hierarchy with a custom attribute, as long as the unique names for the dimension in the two data cubes match, the custom attribute should work on both data cubes. So you might want to check the “unique name” setting from the process result. My mentioning of the custom hierarchy was just a suggestion and something to try. Anyways, let us know if you need additional assistance.