Filtering on USER

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Community Boss

Filtering on USER

Hi Team,

 

I'm wanting to filter a list dependent on which USER is viewing the module but I do not want to include USER as a dimension in the module

 

I have a Filter Module which has the Department List, USER list and a Boolean line item to indicate which Users I wish to have view access/filter access to Departments 

 

The module which contains the Department List but not the USER list. It is filtered on the Filter Module.Line Item but this is filtering out all items

 

Is there a way to reference the current user without using the USER Dimension?

 

Many thanks

 

Mark

8 REPLIES 8
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Master Anaplanner/Community Boss

Re: Filtering on USER

@MarkTurkenburg 

Best thought I have for this condition is to create a system module that uses the "user" as a dimension and contains all of your properties, including a line item that is list formatted to the list that you'll need to use for the valid users in your dependent drop down.

The system module can be converted to a calculation module if you want, so you can effectively map the user list to your user-defined list.

Let me know if you'd like an example - happy to try to build that - but one way or the other, it seems to me you're going to need a 1:1 match between the current user and the user-defined list you're working with (by department).

 

 


Jared Dolich
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Community Boss

Re: Filtering on USER

Thanks @JaredDolich  for the quick reply

 

In this example I want the USER to be able to view multiple items on the Department list so not sure the USER list with Department List as a line item will achieve this, as this would only allow for 1 item to be mapped through

 

Effectively I'm trying to recreate Selective Access with out activating Selective Access but it may just be a lot simpler to use it

 

Thanks

 

Mark

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Master Anaplanner/Community Boss

Re: Filtering on USER

@MarkTurkenburg 

Is selective access a practical solution?

It does seem the easiest way.

I feel this is a common question though. I know I've had to deal with this on numerous projects.

Let me know. Happy to work out a solution with you if you want.


Jared Dolich
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Community Boss

Re: Filtering on USER

@JaredDolich

 

Yes I can use Selective Access, just a bit of a brain exercise to determine if I could get the result I wanted without it but it seems a little too difficult

 

Thanks for your help!

 

Mark 

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Master Anaplanner/Community Boss

Re: Filtering on USER

Hi @MarkTurkenburg 

 

Either i'm misunderstood but I think you're nearly there - yes you could use selective access but you're basically after is DCA but using the native user list, not a fake user list.

So i've done the modules that you've explained in the attachment plus what the filter needs to look like to make it work... the module with the line item/time in it doesn't have user at all.

 

Modules:

andrewtye_0-1587385708890.png

Filter:

andrewtye_1-1587385734289.png

You can also put this into the DCA settings which would clearly blank out the information without removing them entirely.

 

BTW... you did remember to select something on the filter module didn't you?

 

Andrew

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Community Boss

Re: Filtering on USER

Thanks @andrewtye!

 

Yes that does work as I initially thought it might, I have no idea what I was doing the other day to result in a fail test but it's working now as expected (you do not require the USER dimension in the current module to filter it by USER)

 

Mark

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Master Anaplanner/Community Boss

Re: Filtering on USER

Awesome. Glad that it confirmed what you were doing should've worked.

Maybe not working on a Sunday is the way forward??

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Community Boss

Re: Filtering on USER

Haha - unfortunately it was Monday for me, i'm based in Melbourne

 

Thanks