Importing data from another Anaplan model using a filter in the destination model

I have a client who would like to use an existing view in the data hub as an import, but doesn't want to bring all of the data over from that view. Is there a way they can have a filter in their model so that when the data is imported from the data hub, they don't have to do any additional processing to remove the extra rows?

Accepted answers

rob_marshall

@robinsalk ,

The best way is to create a copy of the view in the source model/module and then apply the proper filtering (one boolean which will come from a "new" line item). If you attempt to use the current view and it changes as they don't know you are using it as a source, that could have major impacts on your model/module. I would also not advise what @JaredDolich stated because of two reasons: a) you shouldn't just create a list for a data load and b) the more errors/warnings you get, the longer it will take as a debug file is having to be created. Every action should finish with a green checkmark, not warnings. This way, if there is truly an error, you will know. Lastly, and I don't think it applies here, but a view should only be called once in a Process meaning you shouldn't use the same view for multiple actions. If you need to use the same view, simple open it and make a copy of it. I have seen some really weird things happening when a view is used by multiple actions within a process.

Hope this helps,

Rob

All comments

JaredDolich

@robinsalk

I think you guessed it. The easiest way is you'll have to apply the filter at the data hub and create/edit the view. It's the cleanest way.

If you want to try to get creative you can try this:

Create a new list(s) in the spoke application that only contains the data you want, or modify the destination module so that it's limited only to the data you want from the data hub. List subsets would work well.

Then when you import you'll only get the data you wanted but you'll get ignores and errors since some of the data won't have anywhere to go.

If you try this, let us know how it goes. Anxious to hear what you decide to do.

robinsalk

Thanks Jared.

There are different resources working on the data hub that are not within the user's group and don't want to use any of their time to create a view (even if it only takes 5 mins).

I'll give them your 'creative' suggestion.

rob_marshall

@robinsalk ,

Hope this helps,

Rob

robinsalk

Thanks Rob.

Quick Links

Can you help?

Unanswered questions

L2 Import DEM01
Hi all, i'm trying to import the file DEM01 csv but i don't know how to do it How do i select th evalue of DEM01 if the time value is on column? thanks a lot Andrea
ADO File Upload - Semicolon Delimiter
Hi, Based on the regional settings, my default delimiter/separator for CSV files is a Semicolon. In the classic way of uploading a csv file, I was able to select the delimiter. When using ADO, I don't have the option to select a delimiter. Uploading a Semicolon delimited file returns an error, or an upload with only one…
Request for Workflow Design: End-User Report Finalization & Stakeholder Notification with Version Co
Hi everyone, I'm looking to design a workflow and would appreciate your input or guidance on how to set this up effectively in Anaplan. So, the goal is: Once end users complete their data input, they should be able to trigger a process that: Notifies stakeholders via email with a link to a report. The report includes: A…