How to synch user on the page with items of list displayed on the page

CamilleModeste
CamilleModeste
in Integrations and extensibility

Hello,

 

So I've been trying something I thought easy but encountered some problems, what I've been doing wrong, here is the situation : 

=> User going on a page to enter some info about themselves in a board (grid). 

They open the page. They have to select their user name, as "Name", because their name in the database is different from their "Anaplan Users" names. 

 

Here is what I want to do : 

=> User going on the page, the page is automatically synched with their "Name", based on their "Anaplan Users" name.

 

What I did :

=> Module, with "Users" as a dimension, displayed on the dashboard, while in backend I have a module based on their "Name" (why double-module ? well today lots of calculations depend on this "Name", I don't want to re-write all my formulas for a little change like this). User enter their info in the dashboard based on their "Anaplan User" name. Then I take this info in my backend module thanks to a formula.

(/!\ I don't want to have an import to make, users don't want to click on buttons). 

 

What my problem is :

=> Every formula I tried gives me the error : "Invalid formula for INPUT_BACKEND_Employees.Value: Automatic sum of INPUT_DASHBOARD_Users.Value over Users hierarchy is not possible as Users does not have a built-in top level" 

But the thing is, I have the same dimensions, I don't need to do any sum for my modules, I don't understand what's going on here. Did someone encountered the same error ? How to fix it ?

Camille.

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Answers

  • nathan_rudman
    nathan_rudman
    Hi Camille,

    When you reference the User list as a source, you need to have a LOOKUP with a clear mapping on which user it will look up. Otherwise Anaplan does not know how to link your target with the user list and tries to take the total level, which doesn't exist.

    you can usually do this mapping easily in a module on your "fake" user llist and doing a FINDITEM(Users,email)

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