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Filter Line Item in Module view based on another Line Item
Hello, Is there a way to filter line items in a module on a dashboard based on another line item? I have a line item called input preference, which has two options: Dollars or Percent. If dollars is selected, I don’t want my end users to see the percent input line item, and vice versa. When I try to use the filter, and…
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Amending existing Imports
Hi, Apologies if this has already been covered elsewhere. I'd like to be able to edit existing import processes without the need of recreating them. The specific use case is that I provide self-service functionality for users to interact with apps and load data and metadata and I tend to do so via .csv upload. I then…
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Snaplogic connector
Hi All, Can i get detail information using Snaplogic connectors for integration in anaplan.
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What port(s) do I need to open for Anaplan Connect?
I am trying to run an Anaplan Connect script, but my firewall is not letting the traffic through. What port do I need to open?
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Command Line Application Testing tool
I have a CLI developed in Go that automates the AWS devops platform. This app parses commands from a 'YML' and does build, deploy etc. I want to test this at a high level through some automation process, other than writing bash scripts. Is there a Framework or tools that I can use to automate this process? Thanks…
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Import Date from CSV
Hi, I want to run a script to update the date on a daily basis. I have a batch file that creates a csv file with header Date and the date underneath on row 2 in format 08-02-2018 also tried 08/02/2018 However i can not import this to a module with a item formatted date, as it will not recognise it as a date , no matter…
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Change to Import in ALM production list
In a production list, I have added one new property to the list and updated an existing import action to import data into this property. This action remains unchanged otherwise. This change was made in the development model In the production model, after the changes have been pushed from dev, and running the above action,…
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Guide to import data from PostgreSQL/JDBC source to Anaplan using Anaplan Connect
1. Introduction I have written this guide to hopefully help save some time as I encountered a few, less straight forward, issues when setting this up. There is a guide describing Anaplan Connect, so please regard this as a complement to that guide on how to set up a JDBC connection. I will use PostgreSQL as an example…
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Saving document Errors when using PowerPoint Add-in
Hello - looking for some answers to an issue we are seeing when saving using the Power Point Add-in. This does not happen all the time and we can not determine the cause. Once we have created our slide and done work to format the information in the proper charts and may have been able to save previously, we begin to get an…
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Import 2 number list with identic Parent and Code
Hello, In Model 1: I have 2 Number List: Payer Sold to, with parent Payer Every line in organization, also exist in Sold to list. As example: Name: Parent: Code: Aushan _______ 12 - Payer Aushan Aushan 12 - Sold to Aushan Aushan 15 - Sold to In Model 2: I have 2 Number List, as well: Payer Sold to, with parent Payer I copy…
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Import error when list name is same as parent name
Hi, I am trying to import the data to my list for which i am getting an error as "New property combination found but name or code already exists" when list name is same as parent name. Ex: B is a parent of another list with same name. Do i need to manually add list in these situations or is there any solution for this. And…
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DocuSign Integration
This course includes an overview of the DocuSign Integration functionality, what is needed to use the integration on a project, and a flow chart that walks through the process. It includes links to Anapedia for details on the steps in the process. Note that this course was developed with a web-based tool. Instead of…
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Maintain/Adjust number formatting
Hello, While using the add-in and refreshing a view, is there any way to maintain number formats through the refresh? I currently have a number of views that show varying cuts of an Income Statement. Included in this are rows for Revenue, Costs, as well as GM percentages and OpEx Cost to Revenue Percentages. When…
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How to query history/logs in a high scale environment
For those of you in high scale environments, that wants to query & audit logs, you may find it usefull to export logs on a daily or weekly basis and then query them like a database. I do this with Apache Drill (https://drill.apache.org/) which allows me to download multiple history files to a directory, and then query…
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Importing Properties - Don't Update
I have a module with single applies to that is my list of transactions. This has various line items (essentially properties). I then have an import routine which updates these values, my question is can you have it so that it doesn't update if there's already something there so only does the blanks? Thanks Andrew
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Updating numbered lists by linking to another numbered list
Hi everyone, We are updating our current numbered lists by linking to another numbered list in a separate model - it is set to import through code only. Our issue occurs when our source numbered lists deletes a list item, it does not update our current lists by deleting that same list item. Hope this is clear. Thanks in…
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Rest API throwing Authentication token invalid error.
Rest API throwing Authentication token invalid error. However same user name and password when used to login to front end portal that works. So is there anything that we need to enable/do some settings for the user, so that user can call Anaplan APIs? Thanks, Vishnu
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Looking for a source file for my import
Hi, I have some import actions defined on my list, but I do not know where the source files are located. I would like to have an insight into these files and edit them. Is there any way to track them down? Please help.
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Informatica Cloud - Error with line feed in source anaplan lists
Hi, If I use an Anaplan list or module as source in Informatica Cloud and one of texte properties or texte line items contain value with "line feed" I get an error. Is there a workaround to be able to use these lists or modules as Informatica Cloud source ? For module, I try to create a new line item with "line feed"…
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Anaplan RESTful API upload/import/export files workaround?
Hello, I am trying to integrate the Anaplan API. I found that all the tasks (upload/import/export) listed in the Anaplan API documentation (http://docs.anaplan.apiary.io/) requires manual operations in Anaplan UI first. For example, I have to upload/import/export manually in UI first, in order to get the corresponding…
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Anaplan Connect can import a file without actions available in settings?
Hello, If we have a data file that wanted to import into a new created module (with dimensions but without any data imported), is that possible to use Anaplan Connect to import that data? I understand that since there is no Imports Actions available in Settings, whenever a new module is created. First, I have to manually…
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Exporting Revision Tag details in excel
Hi there, Just wondering if there is an option of exporting Revision Tag details in Excel or other formats? I am trying to get all revision tags exported in excel for detailed documentation purposes. Thanks, Vish
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Excel Add-In
I was trying to use the Excel add-in. I installed it and set up the friendly URL for our SSO. When I click to log-in, it appears to go through the process and the brings up a screen with a list of our models. However, if I try to select one of them I get an error message that "Sorry - Your Browser is not supported by…
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Locking data in a module after import
Hi All, We have a requirement where the client wants to fix data in a module after an import so as to prevent accidental override of data if another user run the import process in the same module. Is there a way to implement this locking of data. Regards, Prateek
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Import List Hierarchies
Hello Everyone, I am attempting to load a list hierarchy through an import file (example below). I have close to 800 locations so as you can imagine manually structuring the hierarchy isnt an option :) . I have tried setting up the headers and in the Grid View and assiging parents of each column header, but the location…
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Anaplan Connect archive error file
Hi, We currently are using a batch file which moves the loaded file to an archive folder when the script is done. The issue we are currently having is that the file is moved even if the process of loading is failed. To improve transparancy and tracking of the process we would like to change the script so that when the…
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List matching error of importing data
Hi all, Sorry for my vague question. In our model, data import error is happend at the specific module when using "match on names or codes". If I use "Map items manually", importing data always suceeds. What is the possibilities of list unmatch cause do you think? Thank you. ****
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Import data in modules with different versions
Hi, I am trying to import data in a module. It works perfectly, except that it automatically copies over the same data in the different versions, even if I specify in the import pannel the it only applies to one version. Did someone already experience this? Do you have a solution? Thank you!
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Excel Add-in
hi, does anyone know if the Excel and Powerpoint add-ins are supported on Microsoft Office ProPlus 2016? Our company are going to be rolling this out soon, and we were asked to check if there would be any issues with add-ins.
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Solving User Security in Exports
Hi Fellow Anaplaners We had an issue of providing user security while giving capability to user to export the report. Wanted to share, all the challenges we had and how we worked around them. Problem: Users wanted to export a report which had Sales target data of Organisations Sales hierarchy and business units. My report…