Dynamic Cell OR Selective Access - Which should I use and how?
From a newbie to Anaplan!! - I have a situation where I have a dashboard that contains two specific columns that I want to read limit access to based on the users role. The access matrix is similar to this:
Column 1: User A - Read Only, User B - Write
Column 2: User A - Write, User B - Read Only
Would Dynamic Cell or Selective access be applicable in this situation and if so which one would I use and how would I achieve it?
Selective Access is set by user and not specifically by role, so DCA would be the best bet.
How you set up access depends on whether the columns are list items or line items, but the principles are the same
We can't currenct directly define access by role, but we can define access by user so the steps would be as follows:
1. Create a list of roles that mirrors the roles you have in the system
2. Create a module dimensioned by the list on which you want to set the access, and the "roles" list from 1. and add two line items "read" and "write", formatted as boolean.
3. Set the access as required, either manually or through a formula.
4. Create a module dimensioned by Users. and have a line item formatted by the list created in 1.
5. Assign the correct role to the users
6. Create a module similar to 2, but dimensioned by users instead of "roles"
7. the formula to pull in the roles to user is something like: 'Access Driver - Roles-Products'.Read?[LOOKUP: 'User>Roles'.Role]
8. In the respective modules where you need the access, set the Read and Write Access drivers by referring to the line items in 7.
I hope this helps, if you do get a bit stuck, download the learning app:
you can use dynamic cell access for this. Native Anaplan (selective access) will not work when the two line items are in the same module.
As an alternative to dynamic cell access, I sometimes will create two modules that are almost clones of each other. For example:
- User A Input Module: where the User B line item is a formula link to the User B Input Module... and only User A has write access
- User B Input Module: where the User A line item is a formula link to the User A Input module... and only User B has write access.
Thank you for the below tips on setting up these DCA modules. I was successful in using these.
I have a unique situation. I've setup the selective access module with the following 4 Dimensions: Company Group (L1), Exp Mgmt L3-AU, Exp Detail L4, Users.
I would like to use the above module in two separate modules where the dimensions are slightly different.
Module A Dimensions: Company Group (L1), Exp Mgmt L3-AU, Exp Detail L4, Users. These dimensions match the dimensions in the Selective Access Module above. Therefore the formula is working correctly.
Module B Dimensions: Exp Mgmt L3-AU, Exp Detail L4, Users. It doesn't work here because I am not bringing in the Company Group (L1) dimension.
Are there any other solutions to my unique scenario without having to create a separate Selective Access module where I don't bring in Company Group and recreate it?
In Module B - I also setup Lookup against the Exp Mgmt L3-AU but that didn't seem to work either.
Your help is appreciated.