Pulling in Data Question

Hi,

I need advice on how I would pull in past data into my Model. I have a Excel file that is attached and have set up the layout of the Model in Anaplan and have put the Formulas in my Line Items. I just need to pull in this data and then create a Flat File that will be uploaded into Anaplan Daily. My question is with the Excel Model that I already have, it is possible to import this Excel file and Map the Columns to my Line Items to pull in the past data I need in the Model?

Thank you

what_I_have_in_Anaplan_91567.PNG

What_I_have_in_Excel_91567.PNG

Accepted answers

dameyer01

I'm not totally clear on the goal, but would it work to create a 'Securitization - Baseline' module that doesn't have any formulas that you could then upload your Excel file to? This would retain all the data elements in your Excel file and allow you to reference it.

dameyer01

When you set up the import from the Excel file, set Time as Column Headers and Line Items as Column 1. Then on the tabs, you can specify the date format and maps the row labels to line items appropriately.

ashish.banka

@neg177 Ideally you should be able to import data into Anaplan via a CSV file. This is how I would approach the load from Excel to Anaplan.

1) Convert Excel file into CSV file.

2) Create modules for each Excel tab (if you want to load all the Excel Tabs data into Anaplan)

3) Map the Time using "Time" tab during Anaplan Import creation

4) Map line items to the Excel / CSV row items.

Hope this helps.

All comments

dameyer01

neg177

I'm trying to get all the Data from the Excel File into my Moduel without manually putting it in.

dameyer01

neg177

Ok, I'm going to test it out.

Thank you

ashish.banka

@neg177 Ideally you should be able to import data into Anaplan via a CSV file. This is how I would approach the load from Excel to Anaplan.

1) Convert Excel file into CSV file.

2) Create modules for each Excel tab (if you want to load all the Excel Tabs data into Anaplan)

3) Map the Time using "Time" tab during Anaplan Import creation

4) Map line items to the Excel / CSV row items.

Hope this helps.

neg177

This helped me out, Thank you

Quick Links

Can you help?

Unanswered questions

Create a Filter to show all the elements of that level based on selection in hierarchy
Hello Community members, Requirement Details: I have 5 levels of composite hierarchy list (A1, A2, A3, A4, A5). I have published a module in UX, Now the requirement is If user select a list member from A4 level in the context selector or Custom Filter I have to display all the list members under that A4 level. How can I…
import monthly data with months in columns
is there a way to import data with months in columns (usual excel table view)? I have to transform the data so there are rows to cover each period in the upload data form, but I am wondering if there is a better way to just import the data as is with the months in the columns. please let me know what you think. thank you,
Cloudworks Big Query Integration Fail
Hello, I am receiving an 'Anaplan Upload Failed' Status Description when testing my integration with a Big Query dataset. The integration imports data from BQ to our Anaplan model. No other details given in the error log. I suspect that Cloudworks is not even picking up the file but am not sure what we did wrong on the set…