Version Lock-Data Upload

Sachinsourav02
Frequent Contributor

Version Lock-Data Upload

Anaplanners,

I have module dimensioned by Line items, region, Employee, Version and time. Its an input module for the end user to update the Employee cost for employees by region and by time and version. 

I have set a Dynamic Cell Access for read and write of the above module which locks the version based on the admin's boolean selection. Example, If the Admin unchecks, Version 2 would be locked for edit. 

I have also create a predefined action for the end user to upload the data using CSV file upload, however when the user uploads the data using the action, they are able to update the values for version which is even LOCKED. How's the user able to override it with nothing of that sort being set up. 

I want the user to only be able to upload values to the version thats open for edit. 

PS: - This functionality works otherwise, that is, user is not able to edit the data at a module/dashboard level. Its only the upload action thats overriding the DCA.

12 REPLIES 12
Ingilavicus
Certified Master Anaplanner

Hi @Sachinsourav02 ,

 

I'm not 100% sure now, but thought that items that are locked by DCA could be updated only be updated with an import if the user is Workspace Admin.

 

But if a regular user can still do it then I presume your option is to build a sub-load module / process. Basically copy the existing module and change the import to first import data in the sub-load module. Then create a saved view that is filtered by your DCA access drivers, and import the data in the original module. This way you will make sure that the data for only the editable cells will be uploaded. 

 

P.S. Noticed that you wrote you have both Region and Employee list as dimensions, and just wanted to check if that's the optimal set up. Could you have 1 employee have data in multiple regions? Or is one employee unique to a region? If the latter is true then you could just map employees to regions in a systems module. 

 

Andris

Sachinsourav02
Frequent Contributor

Yes a regular user can still override the DCA thats set up.

My query is how come the DCA that works fine on Dashboard level is going off when data is being load.

And yes employee and region have multiple data hence cant do away with that as well.
ManjunathKN
Super Contributor

Hi @Sachinsourav02 

I am not sure whether import will stop based on DCA applied to cell. I am assuming here that users are uploading the file with the version that is also locked(on DCA).

Can you try creating a scenario based import based on version, applying filter to the module that you are uploading as CSV.

Thanks,
Manjunath

Sachinsourav02
Frequent Contributor

Yeah thats correct. 

Users are able to load data into versions which are locked. 
I've tried creating saved views with version filter, however im using "ask each time for import" for version so that users can decide which version to update, hence in that all versions are displayed instead of filtered version

ManjunathKN
Super Contributor

Hi @Sachinsourav02 

Yes, that is also possible solution "ask each time for import". 

but I think filtered versions in module would be more robust as users dont have to select everytime.

Thanks,
Manjunath

Sachinsourav02
Frequent Contributor

But like i mentioned i have around 5 dimensions. Currently EMP, REG, LINEITEMS are row headers. Time is column. Version is page selector, this is the template. So i have no other option than to go with ask each time for import.

Filtering version by module will not work with the above ask each time for import.
ManjunathKN
Super Contributor

Hi @Sachinsourav02 

Can you not create a saved view by keeping the time in rows(rest everything in rows) and versions in columns. so that you could apply filter? just for import purpose.

Thanks,
Manjunath


ManjunathKN
Super Contributor

Hi,

I know you might be thinking on pivot restriction to 3 rows. but I saw a post where more than 3 dimensions are used for pivoting.(i never used though)

https://community.anaplan.com/t5/Anaplan-Platform/Limitations-of-the-number-of-lists-in-rows-while-c... 

Thanks,
Manjunath

bhatjaved
Regular Contributor

@Sachinsourav02  This happens when a WSA user imports csv file or full access user , I would suggest not to apply DCA on versions rather use native functionality of edit to lock the cells