Export - Data Source

Hi Community,

I am thinking that would be very beneficial for model builders to have the possibility to view Data Sources for Export Definitions. For the large models with lots of external integrations and different export actions is pretty difficult to follow the source of a particular export if you can have dozens of saved view for one Module.

Found this topic from last year. Thought of bringing it back into discussion.

https://community.anaplan.com/t5/Idea-Exchange/Access-to-source-views-on-saved-exports/idi-p/37624

Comments

JaredDolich

Agree. I use the notes section for each action to document the source & saved view but that's not very reliable especially if someone forgets to update the notes when they change the source or view. Great suggestion!

Miran

Status changed to: In Review

alexpavel

There are also some similar discussions on this thread as well.

https://community.anaplan.com/t5/Idea-Exchange/Exports-linked-to-saved-view-and-user-selection/idc-p/46811#M2939

Unfortunately, currently, there is no way to understand with what filter definition was an export action created, even looking at the metatada of an export action using the API's.

Cheers

Alex

wquan

Agreed with this - it's especially useful when we are trying to debug what views we're using to export to our data warehouse or alternatively when we create extract buttons for the end user.

Documentation and naming convention of the export action always helps, but when documentation isn't updated it's always best to be able to see what the system is actually looking at to pull data from.

Gwen.pryor

Status changed to: In Review

azumbahlen

Agreed - many times I get emails from end-users asking where an exported excel file of a dashboard is available in Anaplan. This requires knowing the structure of every dashboard available or individually reviewing. If the export would include the dashboard name it would significantly cut down on navigation issues.

wwood

Great suggestion, more system generated documentation would make navigation simpler.

DavidHunter

I am very much in support of this idea. Currently troubleshooting an issue & the solve will impact downstream reporting. I can't see the original export definition, and the file is too large to export for re-creation:

Without knowing how this was set up many years ago, I'm stuck with trial and error and a high probability that our downstream reports are broken in the process.

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