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Occasional Contributor

Displaying Line items by user or role

Hi,

I have an issue I'm trying to solve. I have a module that multiple users have access to. I don't want all the users to see all the line items. I need to hide 2-3 line items for certain users or roles.

Another module without those line items is not an option.

Is there a way to this?

 

Thank you
Ronit

7 REPLIES 7
Certified Master Anaplanner

Re: Displaying Line items by user or role

Have you considered creating a user dimensioned filter module based on a line item subset?   You can create the line item subset based on the target module and then create Boolean based user filters which then get applied to that target.  See the following article (Filters section) for more info: https://community.anaplan.com/t5/Best-Practices/Line-Item-Subsets-Demystified/ta-p/54309

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Occasional Contributor

Re: Displaying Line items by user or role

Some of the line items are text formatted so I can't use line item subset

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Community Boss

Re: Displaying Line items by user or role

@CommunityMember127578 

 

As @Tiffany.Rice suggested, it is definitely possible.  Please go through the article and hover Filter section of the article. You should be able to develop it.

 

Thanks,

Misbah

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Occasional Contributor

Re: Displaying Line items by user or role

Some of the line items are text formatted so I can't use line item subset

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Contributor

Re: Displaying Line items by user or role

@CommunityMember127578  

 

Just a thought on this, I think you can use DCA.

 

1. You can create a separate module with users as dimension

2. Create Boolean line items

3. If you want use user role for the condition then please import users data into module.

4. write a logic to check boolean line items as per your requirement.

5. use these line items as DCAs.

 

For DCA: https://community.anaplan.com/t5/Videos/Dynamic-Cell-Access/ba-p/46517

 

Hope this helpful.

 

Thanks,

Harsha

 

 

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Occasional Contributor

Re: Displaying Line items by user or role

Hi

thank you for the replay. I tired this but it doesn't make the headline invisible to the users, just the cell content. 

 

I have project names as a numbered list and the Description and Division are line items. I don't want some users to see the Description column at all.

 

CommunityMember127578_0-1581584919993.png

 

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Certified Master Anaplanner

Re: Displaying Line items by user or role

Hi, unfortunately as you mentioned above, line item subset filter is not an option for you since this is text, and that's the only way I know of to create the type of dynamic line item filtering that you're looking for.

 

As a workaround, you can publish the module to different dashboards, which you can give to the different roles. Disable the option to open the source module so that users can only access on the assigned dashboard. It's not an elegant solution, but it works, at least within Anaplan. (Please note that users would still be able to back into the full module via the Excel Add-in.)