Selective Access with Product Hierarchy

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TimG
TimG Member, ALL USERS, GroupMember, Certified Master Anaplanner, Employee, Community Member, Certified Model Builder Posts: 5 Certified Master Anaplanner
in Anaplan Community

I have global users that need to only see the relevant SKUs for their region. When I assign write Selective Access to just the SKU level (L4) then they lose visibility to levels 1-3. When I turn on read Selective Access at level 1 then the users can see all SKUs in dropdowns. Levels 1-3 of the product hierarchy span regions. What is the solution to set Selective Access at the lowest level, SKU, and continue to display the hierarchy in page selectors in the new UX without showing SKUs that they do not manage?

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  • JustinDOnofrio
    JustinDOnofrio Member, ALL USERS, GroupMember, Partner, Certified Master Anaplanner, Certified Model Builder Posts: 5 Certified Master Anaplanner

    Is your goal to filter down SKUs so that people can have a better user experience or is it truly a security need (i.e. there will be SKU data we need to hide for certain users)?

     

    If it's just a user experience exercise, you can filter page selectors and grids based on a module that is dimensionalized by users and Products (in your example) with a boolean filter based on some logic you define.  You can then use this module to filter in page selectors and grids.   This should work fine, except for when you need to display a page selector on a grid itself (in this instance you can't filter yet in those selectors, as far as I know). 

     

    If it's a true security need, you can leverage the above to apply DCA (dynamic cell access) to modules with SKU in them based on the same filter logic noted above.  DCA works well, but can get complicated and would need to apply to every module that needs data security.

     

    Another option would be to create a new Region L1 > SKU L2 list and securitize based on Region L1.  You would need to handle the mapping and data conversion to your existing SKU list in the background using mapping.

     

     

     

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