Import to numbered List

anupgade
anupgade
in Integrations and extensibility

Hi People,

I want to import transactional data into the model from excel csv file.

I formed a numbered list, where I am importing this csv file, identifying the unique key by using a combination of properties, but there are other columns that are not forming part of the combination. (basically, those are values/number formatted columns). In this way, I am forced to import the values columns also in the list properties.

Question: Therefore, If I try to go by PLANUAL way, Is there a way by which I do not import values column in list properties, but rather in Module Lineitems?

 

Welcoming inputs

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Best Answer

  • AdamCookson
    AdamCookson
    Answer ✓

    Hi,

     

    I think I see the issue you're running into. What you need is something that correctly ties your data together. There are a few ways to achieve this. The quickest would be to import all properties into the list and then reference them out to a module:

    AdamCookson_0-1666693649488.png

     

    AdamCookson_2-1666693681405.png

    These would then be more visible and easier to reference for other modules.

     

    A more robust solution would be to create a UID that ties your data together. However, you would need to have this within your data source. For example, with a UID your import to the list would look like this:

    AdamCookson_3-1666693856616.png

    You can then use this code to import to the module:

    AdamCookson_4-1666693914516.pngAdamCookson_5-1666693937321.png

    If you're able to make changes to the source data I would definitely recommend using some form of unique ID to tie your data together within Anaplan.

     

    Hope this helps

     

Comments

  • AdamCookson
    AdamCookson

    Hi,

     

    You'd normally achieve this by having two separate import actions. One to load your unique ID into the numbered list then another to load the same data into an attribute module that you've setup to accept the other properties. Then you can tie both of these actions together in a single process.

     

    Hope this helps.

     

  • anupgade
    anupgade

    Hi @AdamCookson 

    As per your solution, How would I map the dimension in a module through an import file?

    Let's take an example:

    anupgade_0-1666676281153.png

    If I load this into a numbered list, my unique key would be column SKU & Country using a combination of properties.

    How can I load column Volume & Sales Amount directly in a module lineitem instead of list property ?

  • anupgade
    anupgade

    Thanks @AdamCookson for the solution

    But I was also thinking anyother way, where user would not need to create key in the source file.

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