BULK COPY - How to choose the SOURCE member and the TARGET member from a page in the app?

NachoCuevas

Hello Anaplan Community!

Does anyone know how to choose the SOURCE member and the TARGET member from a page in the app?

Thanks in advance.

#NewFeature #UX #Dashboards #BulkCopy #Data #AnaplanRelease

Captura 2022-05-11.png

Accepted answers

devrathahuja

Hello,
In case you want to choose a source & a target you can create custom bulk copy process.

This would involve the following steps-
1. A module with the "Source" & "Destination" Line items [These will be published on the dashboard for the user to select]

2. A saved view (Explained in detail below) in all the source modules of which you wish the data to be copied
3. An import action copying the data from source to destination.

For the 2nd Step, the saved view you'd need the following-
a) Create a filter for the source version

b) Apply the filter & create a saved view such that it only shows the source version, in this case FC1-

c) Create a line item called destination & refer to the destination line item (or its code) created above in step 1

Note: Pivot the view in such a way that the line items are in the columns.

d) Create an import action & map the version to this new line item created in step c above (instead of the version dimension)

e) Map the line items & select ignore unmapped items

This would allow you to copy the entire data from 1 version to another dynamically. You can follow the same process to copy data from 1 list member to another for any list.

Let me know in case I understood your requirement correctly & this helps!

All comments

Nagaraju

Hi @NachoCuevas , you cannot choose Source and Target from a page. Instead, you may create a Bulk Copy Action, place it in a process and publish on the page. It will copy from the source to the target that was set while creating the action.

NachoCuevas

Thanks for your opinion @Nagaraju

That will be a great solution if the data needed is always the same in the SOURCE member.

But, in this case, each month I will create a new version and, I need to copy the data from the previous month (version). Any idea?

rohan.suratwale

Hi @nacho12 ,

For bulk copying data between different version , you can create multiple actions on Page or Dashboard.
But you wont be able to select the Source and Target from front end page or Dasboard.

--Regards,
ROHAN

bhatjaved

@NachoCuevas Create a view in a module which will be governed with your dynamic filters and than run actions from one version to another version, you may set version as ask in mapping than your source will be filtered with current version and than you can copy to new version .

ManjunathKN

Hi @NachoCuevas

Bulk copy basically copies all the data from one list member to another list member and across.(even for Native versions).

I could not clearly catch your requirement here, could you please elaborate?

Thanks,
Manjunath

devrathahuja

b) Apply the filter & create a saved view such that it only shows the source version, in this case FC1-

c) Create a line item called destination & refer to the destination line item (or its code) created above in step 1

e) Map the line items & select ignore unmapped items

Andrew_Paston

The ability to bulk copy items but allowing an end user to select Source & target would be very powerful. We have multiple sandbox environments where users can create new scenarios (list item) and we need to give them ability to select which scenario to copy from and which target rather than needing an admin to do this task for them. While I understand you can create module views and use filters to do this for each module in question its far easier just to bulk copy a scenario to another scenario.

jziemer

Thank you devrathahuja! This workaround is very helpful. However, for large, complex models that require "versioning" on the majority of modules, a manual workaround is not only prone to manual errors, but also complex to build and maintain. Having native Anaplan functionality that allows non-Workspace Admins to select the source and target member for a bulk copy without a workaround would be a game changer. The absence of this feature forces a Workspace Admin to perform critical finance control tasks (in our case, copying the "Working Version" to a newly named historical version that can be locked). A Workspace Admin should not have to be involved in a controlled process that should fall within the Finance or other business function.

devrathahuja

Hi @jziemer ,
I completely agree it'd be nice to have a native functionality. Anaplan has come up with the bulk copy functionality, however it isn't dynamic yet, so you have to choose the source/target while creating the action. Would be nice if that choice can be made dynamic as it'd save a lot of time in the build of it.

Quick Links

Can you help?

Unanswered questions

Create a Filter to show all the elements of that level based on selection in hierarchy
Hello Community members, Requirement Details: I have 5 levels of composite hierarchy list (A1, A2, A3, A4, A5). I have published a module in UX, Now the requirement is If user select a list member from A4 level in the context selector or Custom Filter I have to display all the list members under that A4 level. How can I…
import monthly data with months in columns
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,
Cloudworks Big Query Integration Fail
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…