How to Push Selective Data from One Module to Another

Isha
Isha
in Modeling

Hi ALL,

I need assistance with setting up an integration between two modules in the Model.

I have two input modules, Module1(Dimension UID1) and Module2( Dimension UID2).

We have few common columns between two modules. These should be populated.

When running the integration, I want to transfer data from Module 1 to Module 2, but only for empty cells in Module 2. I also need to selectively push data based on specific criteria (based on description column that is common on 2 modules). Instead of Pushing whole data from Module1 to module2, only specific rows should be pushed to Module2.

What I Need Help With:

The best approach to set up a Boolean Push Indicator in Module 1.How to configure the import action to ensure only empty cells in Module 2 are populated.

Please advice!

😀

Answers

  • Dikshant
    Dikshant

    Implementation Steps in Anaplan


    image.png

    Create Line Items in Mod A

    Send to Mod B? (Boolean) → Select records to move.
    Send to Hash (Mod B list format) → Define the hash code for Mod B.
    (CF) Line Item → Highlights if the hash code has data present in Mod B

    Filter Line Item: Send to Mod B? AND CF=1 → Ensures only new records are pushed.
    Create Import Action: Imports filtered records into Mod B. Apply the filter line item as a filter.

    Let me know if you've got any questions...

  • rob_marshall
    rob_marshall

    @Isha

    In order to know best, we really need more information about what you are attempting to accomplish, as in the dimensions as well as line items in each module. While you can do what @Dikshant said, a) it will be difficult as we don't have a HASH() function within Anaplan, b) creating a dummy list like that will add more space to the model and c) integrations could lead concurrency issues.

    Are you really sure you really need to kick off an action?

  • Isha
    Isha
    edited February 25

    @Dikshant & @rob_marshall,

    Thank you both for responding!

    I have two input modules:

    • Input Module1: Uses UID1 as the dimension.
    • Input Module2: Uses UID2 as the dimension and is also dimensioned by Type of Site, which has two items: Cerra Point and Genith Point.

      image.png
      The attached screenshot shows both modules in a split view.

      Module1(Left): Displays data with a Type of Site Column indicating whether each record belongs to Cerra Point or Genith Point.
      Module2(Right): Has dropdowns for Type of Site(Currently showing Cerra Point) and needs to reflect relevant data from Module1 dynamically.

      Requirement:

      Records from Module1 should be pushed to Module2 based on their Type of site.
    • 1. For example, #1 in Module1 is a Cerra Point record, it should be moved to an empty row in Module2 under Cerra Point. Since rows #1,#2,#3 in Module2 are already being filled, the new records should be added to the next available empty rows(#4,#5,#6). I manually filled (#4,#5,#6) records over the screenshot to demonstrate the expected result.
      2. Users should be able to choose which records from Module1 should be pushed to module2. Only Empty rows in module2 should be populated. Existing data should not be overwritten.
      Users should have flexibility to run this integration on UX page.

    • Please advise on how to set this up. Thanks in advance!

    😀

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