Export Action Notes

DrewLowther

Export Action Notes

1. Purpose of the Export Action

• What it does: Describe why this export action exists. For example: "This export action allows users to extract specific data from the Anaplan model into an external file for further analysis or reporting purposes."
• Who uses it: Identify the intended audience. Example: "Primarily designed for Finance and Operations teams to analyze monthly performance data."

2. Location of the Export Action

• Specify where the export action is accessible. Example:
  "This export action is available on the 'Sales Overview' dashboard, located under the 'Export Monthly Data' button."

3. Export Configuration Details

• Export Type: Explain the type of export (CSV, Excel, TXT, etc.). Example: "Data is exported as a CSV file for easy manipulation in Excel or integration with other systems."
• Included Data: List the data being exported. Example: "The export includes all sales data by region, product category, and month, as defined in the 'Sales Export' view."
• Filters and Context: Note any filters applied or the context dependency. Example: "The export respects the page selector filters for Region and Time applied on the dashboard."

4. Steps to Execute the Export Action

Provide a concise, step-by-step guide for users:

1. Navigate to the Sales Overview Dashboard.
2. Ensure the relevant filters (e.g., Region and Time) are selected.
3. Click on the 'Export Monthly Data' button.
4. Choose the file destination on your local device once the file download prompt appears.

5. Key Considerations or Notes

• The exported data is static and does not update dynamically once exported.
• Ensure that page selectors are correctly set to capture the desired data subset.
• This export action pulls data from the 'Sales Export View,' so any changes to this view will impact the export.

6. Model Builder Notes (if needed)

• Mention where the export action is configured: "The export action is configured in the 'Actions' tab under 'Processes & Imports/Exports.'"
• Specify the saved view used for the export: "'Sales Export View' in the 'Sales Data' module."
• Provide naming conventions or reminders: "Ensure the export action name aligns with the Anaplan naming conventions for clarity (e.g., 'Export_Sales_Monthly')."

Tips for Writing Concisely in Notes

• Avoid overloading with technical details unless your audience is technical.
• Use bullet points for clarity and structure.
• Test the action once to confirm its behavior aligns with what you're documenting.

Let me know if you'd like me to help refine this further based on your model setup!