New UX and blocking actions

Hi all,

I'm starting to implement the new UX to replace some of our existing dashboards and I would like to know if users working on a page are affected by blocking actions (import/export) as it happens in the model.

This is one of our biggest challenge (ie: reduce blocking actions) to increase the anaplan adoption in our company.

Thanks for your feedback

Accepted answers

All comments

rob_marshall

@Maxime.Schaller

The short answer is yes as the page is reading from the model/module. The best solution is to not have users run actions and try to accomplish the same result with formulas. My first question would be, what are these blocking actions doing/attempting to accomplish, who is running them, and when are they running them?

Rob

Maxime.Schaller

Thanks for your reply Rob,

We have two cases of import:

Import of master data (eg: new items to add, transfer prices, cost of product sold). Some of them are automatically triggered when there is a change in the datawarehouse to not block the users in their submission and the biggest imports are executed by me in a "maintenance period".
Import of .csv files by end users which can happen in the same time as they all have the same deadline and in general they input the figures at the same period. We have a very large module for expenses input, I guess we can try to optimize this one and remove unnecessary items in the list. For this specific part we could also replace the .csv import functionality with the excel addin but we had some issues with the version 3. Hopefully it will work better with the latest release.

We also have export actions to load our Datawarehouse for the group reporting which happen every 30 minutes.

Maxime

Quick Links

Can you help?

Unanswered questions

Importing Ragged Hierarchies
Hello - I have a 2 level ragged hierarchy (yes, it's a chart of accounts), that for reporting purposes is used in 4 different models (yes, it's a P&L). What is the best way set this to allow one to be the "source of truth" and then import between the four models without creating actions that include ignores? It seems like…
Where can I find export file after running export process using machine task in a workflow?
I am testing export actions using workflow but its not generating any file when I am running the workflow, but the same process is generating export file when ran from the Actions→Process section. Is their any issue with the workflow functionality? Also, If I want to generate a file after completion of workflow and pull…
Automating Flat File Uploads to Anaplan Data Orchestrator (ADO) – Best Practices and Methods
Hello Anaplan Community, I am seeking guidance on the most effective ways to automatically upload flat files to Anaplan Data Orchestrator (ADO). Currently, our process involves loading flat files to an Anaplan Datahub using Anaplan APIs and custom Python scripting. With Anaplan Data Orchestrator's capabilities for data…