Hi,
Is there a way i can lock actual data when importing in Anaplan ?
I have changed the version edit from and edit to but when i test the import, prior period are being updated by my load.
Thanks in advance for helping.
Regards,
Tom
@tompatrickting22
'Edit to' and 'Edit from' is the best option to restrict the data feed into the specific versions. It should work.
But if it not working out, your can use the dynamic cell access as well. Create a module with a 2 boolean line items with the versions and use it as a Read/Write access driver. Whenever required you can lock the specific time periods for any version you want.
I hope it helps
~Anand
Hi @anand.shekhawat
Thank you for responding. I have already set the "Edit from" and "Edit to" in our Native version, but when I test to run an import, prior periods are still updated.
Am I missing something here ?
@tompatrickting22 ,
The import action will let you to import the data in all the cells if you have an administrator access of that particular model/workspace irrespective of the periods set in 'Edit From' and 'Edit to'. Once your admin access is disabled (like the end users) you can only import the data in the selected period only as set in 'Edit From' and 'Edit to' fields. The same goes with the Dynamic Cell access as well.
@tompatrickting22 As mentioned by @anand.shekhawat ideally you cannot restrict data updates via import. However if you really want the import to lock the Actuals data, I would create a transactional module as a temp module to load all the data via import from the source, then create a saved view with filters to show only forecast months and use this saved view to import into the main module wherein you want to lock actuals.
Hope this helps.
AB
is there a way to import data with months in columns (usual excel table view)? I have to transform the data so there are rows to cover each period in the upload data form, but I am wondering if there is a better way to just import the data as is with the months in the columns. please let me know what you think. thank you,
Hello, I am receiving an 'Anaplan Upload Failed' Status Description when testing my integration with a Big Query dataset. The integration imports data from BQ to our Anaplan model. No other details given in the error log. I suspect that Cloudworks is not even picking up the file but am not sure what we did wrong on the set…
We are looking for Anaplan end-users to provide feedback on their experiences with the Excel add-in. Interested individuals will respond to this 5-minute survey to help us understand personal needs and behavior when using the add-in. The feedback provided by survey takers is essential to the roadmap of Anaplan's products.…
