Selective Access Challenge: Summarizing L3 Inputs at L1 Level Without Losing Granular Access

Sachinsourav02

Hi Community,

I’m working with a hierarchical list structure in Anaplan:

• L1 Region (e.g., Asia, Europe)
• L2 Country (e.g., India, Pakistan)
• L3 Local Input (e.g., Mumbai, Lahore, Islamabad)

Users are given selective access only at the L3 level (specific cities like Mumbai, Lahore, etc.) so they can input data at those granular levels. However, they also need to view summary reports at the L1 level (e.g., Asia), aggregating only the data they have access to.

The challenge is:

• If I don’t give access to L1, users can’t see the summary.
• If I do give access to L1, it overrides L3-specific access and exposes all child items under L1, which is not desirable.

Has anyone faced this scenario?
Is there a way to:

• Show L1-level summaries based only on the L3 items the user has access to?
• Avoid compromising selective access integrity?

Would love to hear if there are best practices around this — maybe using a reporting module, DCA, or a custom summary list?

Thanks in advance!

Karen763Purvis

In Anaplan, users with selective access at L3 (city level) often need to view L1 (region-level) summaries without seeing unauthorized data. Granting L1 access exposes all child items, so a better approach is using a reporting module with DCA, filters, or a custom summary list to show only aggregated data from L3 items the user can access—preserving access integrity while enabling meaningful roll-ups.