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Certified Master Anaplanner

Module with Users List

I have a module with two dimensions, Users List and Line Items.

 

Ideally, we would like two Boolean formatted line items (Single Sign-on and Workspace Administrator,). Is there a way to import / write a formula into the module that pulls the information from the users section under model settings? This could apply to model role & selective access too. 

 

Thanks!

 

 

9 REPLIES 9
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Master Anaplanner/Community Boss

Re: Module with Users List

Hi @ckryan 

 

I don't believe you can export or pull properties from the users list. 

You're only able to import properties / attributes into the users list from a file or export from it

 

If anyone has solution I would interested to see too!

 

Thanks,

 

Usman

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Master Anaplanner/Community Boss

Re: Module with Users List

@ckryan ,

 

Yes, if I am understanding your question correctly, you can do this by going to Users and selecting Export.

 

2020-01-13_07-45-18.png

 

On the next screen, make sure you change the export to csv (vs Excel) and if you are not interested in the Selective Access, select the first radio button:

2020-01-13_07-45-40.png

 

Make sure you save the action so you can use this in a future process, if needed.  Next, create a module dimensionalized by Users with the correct line items and import the data using the email address as you "anchor".

2020-01-13_07-46-20.png

 

Module:

2020-01-13_07-48-35.png

 

For a result of:

 

2020-01-13_07-46-04.png

 

Hope this helps,

 

Rob

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Master Anaplanner/Community Boss

Re: Module with Users List

@ckryan 

Just adding to @rob_marshall export

Afterwhich, you can then re-import the data into your module. I think that's what you were after.

If you can automate that, that would be a pretty nice workaround.


Jared Dolich - Retail, Wholesale, eCommerce
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Master Anaplanner/Community Boss

Re: Module with Users List

@Jared Dolich ,

 

Thanks for the pickup, yes, I forgot the little nugget of importing the csv you just exported to the module.  Thanks bud!

 

Rob

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Master Anaplanner/Community Boss

Re: Module with Users List

Great workaround @rob_marshall 

 

But is there currently any scope to be able to do this Anaplan without having to export? 

 

I know that one of the challenges is having multiple access items in one line item cell that is formatted by that list only by text.

 

Thanks,

 

Usman

Master Anaplanner/Community Boss

Re: Module with Users List

@usman.zia ,

 

Great question, but currently no but it is something our Product team will be working on this year.

 

Rob

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Master Anaplanner/Community Boss

Re: Module with Users List

@usman.zia ,

 

I didn't answer your second question, yes, if you have multiple Selective access members, you can utilize the 2nd radio button on the export to achieve a 1:1 relationship and then import that data back to a module where you have that dimension by Users.  Now, due to complexities, I had to create one module for Write and one for Read.

 

2020-01-13_08-10-10.png

 

2020-01-13_08-10-22.png

 Hope this helps,

 

Rob

 

 

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Certified Master Anaplanner

Re: Module with Users List

Thanks @rob_marshall .

 

The export process makes sense.

 

We are looking to have a connector account pull a users list from models (but trying to avoid a workspace admin license for this account). 

 

 

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Master Anaplanner/Community Boss

Re: Module with Users List

@ckryan ,

 

Sadly, I believe that is the only thing that is available as you will need WSA access to pull that export.