Load FY-Level Data into specific month via Data Import Between Modules

Sachinsourav02

Hi Community,

I have a scenario where I need to push data from one module to another within Anaplan. Here's the setup:

• The source module contains data at the FY level (i.e., yearly summary), example FY25
• The target module has the same dimensionality but is at a monthly granularity.
• I need to load the FY25 value into specific month of the target module, example December 2025
• This needs to be done via a data import, not a formula, because December 2025 is an input cell.

Has anyone implemented a similar use case?

I'm looking for a more dynamic solution wherein i dont have manually do any settings or inputs at the time of the load, System simply picks the year value and drops them to a specific month (which can be fixed).

Are there any clean or more scalable way to handle this kind of mapping?

Thanks in advance for your help!

Prajjwal88

Hi @Sachinsourav02 ,

To dynamically import FY-level data into a specific month (e.g., December) without manual intervention, you can follow this approach:

• Create a 'Selected Month' Line Item:
  In your source module, add a line item named 'Selected Month' with a time period format (Month). Set its value to the desired target month, such as December 2025.

• Adjust the Saved View:
  In the source module's saved view, ensure that time is displayed as a column rather than as a page selector as shown in above screenshot. This setup allows you to map the 'Selected Month' column during the import process.
  
  
• Configure the Import Mapping:
  When setting up the import:

1. Map the 'Selected Month' column to the Time dimension in the target module.
2. Map other dimensions and line items as required.
3. In the Time tab of the import dialog, select the appropriate date format that matches your 'Selected Month' entries.

By implementing this method, the system will automatically direct the FY-level data to the specified month in the target module during each import, eliminating the need for manual adjustments. Also if you wish to only import particular FY value not all, you can setup that in the month selected line item.

Hope this helps!