Hi Experts!
We need to export only a small set of data from Anaplan modules (Ex: Export only ACTUAL data for 2017.05 for LINE ITEM 'REVENUE'). Please suggest if this is possible using standard functionality.
Hi Dhawandeep,
Thanks for reply. We tried all possibilities but it's not working. Showed the same to Anaplan support and below is the response. May be useful for other Anaplanners in this community.
By the way, we took help of Anaplan partner and developed a Jython script to achieve what we are looking for.
_____________________________________________________________________________________
I did some research and found the following :https://community.anaplan.com/t5/Anapedia-Around-the-Platform/Data-Export/ta-p/6214#ModuleDashOptions
Based in Anapedia, this is working as per designed that tabular Single Column does not accept :1. Show/hide or data filter with time, versions, lists on columns2. Show/hide or data filter with only line items on columnsHence user will need to export the module, apply the filter in Excel to extract data with specific version and currency. Apologize for the inconvenience caused."
Hi,
Yes, it is possible and quite easy to do. Just save a view with the selections you want and export that. You can even make the view dynamic by creating filters. For example you could make a filter module that has boolean values "true" for current year time periods only and use that as a filter in a view of export module. When you'd export that view, you would only export the current year.
Hope this helps! I'm happy to give more details if needed.
Br,
Jaakko
Hi Jakko,
Thanks for your reply. We already tried with option but it didn't work. Can you please check if this option works for Export Layout 'Tabular Singular Column'. Our module is dimensionalized module, meaning the module applies to 3-4 lists.
Hi Lokesh
It seems like your filters may not be applied correctly.
You need to apply the logic given above by Jakko and pivot the view for export in such a way that all your dimensions are in the Rows side and then apply the filters in way you want.
Cheers!
Tabular single column format won't filter anything but if you use tabular multiple column format the filters will work. You can modify a bit how data will be arranged in the file by pivoting the view (by default time is on columns but it can be changed).
Can you help me how it worked out?
I have A6 as the parent list and two sibling lists: A6.5 and A7. The A7 list includes an attribute that maps to A6.5. In the UX, the user will select A6.5 using a content selector, and the grid (dimensioned by A7) should display only the A7 items associated with that selected A6.5. Since the selector is a page context and…
A quick reminder of the Bulk Copy functionality. Bulk Copy allows you copy large volumes of data from one slice of a model to another in a single, optimised operation, instead of using formulas or imports. Use case: copy a version (RF1) into a prior year version (PY RF1) using a versions list to allow for year-on-year…
We are looking for Anaplan end-users to provide feedback on their experiences with the Excel add-in. Interested individuals will respond to this 5-minute survey to help us understand personal needs and behavior when using the add-in. The feedback provided by survey takers is essential to the roadmap of Anaplan's products.…
