User Specific View

Hi, We created a download page (basically a dashbord) and we guide our users to it but they need to filter on themselves in order not to get everyone's data. Is it possible, for any given dashboard, that Anaplan recognizes who the user is, what "region" and "products" and "team" they are aligned to rather than show all data contained in model's dashboards. Thanks

Accepted answers

All comments

PrevContributor

Hi,

For any given dashboard, anaplan can restrict user access by itself by controlling access.

For eg: In your case, if user wants to see data for any particular region, You have to give selective access to list "Region". Then In the user profile you can manually configure, for every users the region he/she wants to view (Select particular region in Region write or Region read). By doing this you can restrict every user region wise.

Similarly you can restrict them products and teams wise provided those lists are given selective access and you manually configure their access in the user profile correctly.

Thanks

Quick Links

Can you help?

Unanswered questions

Importing Ragged Hierarchies
Hello - I have a 2 level ragged hierarchy (yes, it's a chart of accounts), that for reporting purposes is used in 4 different models (yes, it's a P&L). What is the best way set this to allow one to be the "source of truth" and then import between the four models without creating actions that include ignores? It seems like…
Where can I find export file after running export process using machine task in a workflow?
I am testing export actions using workflow but its not generating any file when I am running the workflow, but the same process is generating export file when ran from the Actions→Process section. Is their any issue with the workflow functionality? Also, If I want to generate a file after completion of workflow and pull…
Automating Flat File Uploads to Anaplan Data Orchestrator (ADO) – Best Practices and Methods
Hello Anaplan Community, I am seeking guidance on the most effective ways to automatically upload flat files to Anaplan Data Orchestrator (ADO). Currently, our process involves loading flat files to an Anaplan Datahub using Anaplan APIs and custom Python scripting. With Anaplan Data Orchestrator's capabilities for data…