Anaplan Connect

Anaplan Connect, automation, and AI
Author: Steven Kraplin is a Certified Master Anaplanner and Senior Financial Analyst at The MathWorks. Anaplan Connect is an Anaplan native tool designed to facilitate automation leveraging Anaplan’s API. Combined with a scheduling tool, this allows for bulk processing of data with limited to no touch points. Recently,…
ERROR 16020 |-- Anaplan API: Invalid key path
Hello everyone, We are trying to use Anaplan Connect in order to push data from a dwh to Anaplan Data Hub. To do so, we need an authentication by token. We can't make it work, we receive the following error: ERROR 16020 |-- Anaplan API: Invalid key path Any suggestions? Thank you all in advance for the help! Michele
Export Function in Anaplan Beta Version – Feedback / Observation
While working in the Beta version of Anaplan, we’ve noticed that the Export button is unavailable when switching to the Beta environment. This limits our ability to export required data directly from modules. When the Export button is available, it works as expected — allowing us to export necessary data such as items used…
Efficient Data Exchange: Integrating Anaplan with SFTP Servers
In the dynamic landscape of modern business, data integration plays a pivotal role in decision-making processes. Many enterprises rely on Anaplan as a comprehensive planning and performance management platform. When it comes to data exchange, integrating Anaplan with SFTP (Secure File Transfer Protocol) servers offers a…
CA Certificate Quick Start Guide using Sectigo
Creating an Anaplan CA Certificate using the Sectigo Personal Email Security (S/MIME) certificate involves several steps. Here's a quick start guide to help you through the process: Step #1: Purchase the Sectigo Personal Email Security (S/MIME) certificate from Sectigo's website. You can find it here. The cost is $15 for a…
Set text encoding format for anaplan connect script upload
Hi, I would like to specify in an Anaplan Connect script that UTF-8 text encoding should be used for the file I am uploading. Does anyone know the command for this, or another way to make this happen? Thanks!
Anaplan ANZ newsletter - July 2025
Welcome to the July edition of your Anaplan ANZ Customer Newsletter! This is the Australia and New Zealand specific content that will help keep you apprised of the latest in our collaboration, inform you of product updates and industry news, and connect you with our broader Anaplan community and resources to stay at the…
How to show longer texts in columns under reports in anaplan.
The width and size have already been adjusted but it doesn't give the slide visually appealing view. Any alternate solution for the same?
How to change the order for LIS list items which is already used in a module??
I have earlier made an Lis from a module and used the same LIS in another module, and the LIS is also used as selector on the dashboard. Now, I want to reorder LIS items, I have changed the order in module from which the LIS was made but still the order in the list is not changing. How to resolve this ??
Does S/MIME Certificate Renewal Impact Anaplan Connect Functionality?
Hi Community, We are currently using Anaplan Connect to run scheduled batch scripts on a daily basis for data integration. A query came up regarding the renewal of an S/MIME certificate (used primarily for email encryption and signing). I wanted to confirm: 👉 Does the renewal or expiry of an S/MIME certificate have any…
Leveraging Anaplan for Org Charts
Did anyone of you used Anaplan 'Hierarchy card' for below needs i.e., to define, design, maintain org data and chart (this is not really modelling of workforce): Base-lining org data and org chart. Org design with collaboration. Ability to extract an org chart, at all levels, with specific formatting and legends to support…
Can I rename an Action used in Anaplan Connect
Hello, I have multiple actions used in Anaplan Connect that we would like to rename… Do you know if renaming has an impact on good operation of my API ? If so, do you have best practices to share ? Thank you !
Inquiry About Connecting SFTP Server to Anaplan Data Orchestrator
Hi Everyone, I am reaching out to inquire about the possibility of connecting an SFTP server to Anaplan Data Orchestrator (ADO).Could you please let me know if such a connection is supported? If so, I would greatly appreciate it if you could provide detailed guidance or documentation on the process involved. Any specific…
Anaplan file export using Anaplan connect and process
Hi, I am trying to build regular export action / process and using in Anaplan connect to automate it . But when I create process / action with everyone access and run in Model it works . Bute when the same process I call through the Anaplan connect it gives me error "File not found in workspace or model". pls help me to…
Anaplan batch files need both JRE and JDK or JDK is enough
we are planning to reduce number of software and driver in server. Also we are using batch file to import and export data in the server. Do i need both JRE and JDK
Connecting Anaplan Connect to Snowflake Using JDBC Driver with Java 16 or Higher
Addressing JDBC Driver Compatibility Issues Intended Audience Level of Difficulty: Intermediate Requires some familiarity with APIs, scripting, or database concepts Resources Required: Internal Expertise: Data Engineer/IT Admin/Integration Admin Tools Needed: Anaplan Connect, Snowflake, Notepad Editor Access Requirements:…
limit input value how to set
Dear friends, I want to add a constraint to the left and right input values corresponding to the line items. If they exceed 100, an error will be reported. Is there any good way?
Null Pointer error : While exporting data to Snowflake
Hello Team , I am getting NULL POINTER error while exporting data to snowflake , below are the development scrips and error screenshot . Anaplan connect version: anaplan_connect_4.2.1 Snowflake drivers used: Almost tried with all latest snowflake-jdbc-3.13.22 / 3.21/3.16 Error: I am able to import the csv file but it is…
Enable API or Save as Action for Exporting Dashboards to PDF
Currently, there is no direct way to export Management Reports, NUX Dashboards, or Classic Dashboards in PDF format via API or through an automated process. This limitation impacts reporting workflows, as users often need to manually export dashboards, which is time-consuming and inefficient. The ideal solution would be to…
Is there anyway to provide a notification to the user
Hi team, I want to create an automatic notification system. as you can see in below screen, there is a module with week time dimension and delta line item (difference of actual data vs forecast data). so, I want to notify the user via email whenever the delta Boolean is true ? How to create this in anaplan?
A refresher of L1 and L2 Trainings
Hello people, I wanted help in getting a refresher of the L1 and L2 trainings, I am asking for such because I had completed Anaplan L1 and L2 in the year 2022 but due to some unfortunate reasons I was not able to use and practice Anaplan for more than a year , I am ready to dive in again and start learning again , I am not…
Anaplan API: Could not initialise service credentials (Anaplan API: Invalid certificate-alias provid
Hi, I am testing an Anaplan Connect upgrade and am struggling to get our scripts to run. We had recently had our certificate renewed and I have refreshed the KeyStoreAlias in line with live scripts. I am getting the following error message now: "Anaplan API: Could not initialise service credentials (Anaplan API: Invalid…
Anaplan Connect cannot connect to database
Hi, We recently set up a new database to export data from Anaplan to Azure. The database is a SQL database on Azure VM. I am trying to set up connection. Export out of Anaplan is always successfull, but keeps failing when connecting to the database. Jdbc connection string: Anaplan connect is also running on a VM.…
Automatic email notifications
I have an action on my UX dashboard which runs a process for submitting order for approval. I want to trigger an email as soon as that process is triggered. Is there anyone who has worked on a similar use case?
Access to the Anaplan workspace
Hi Team, This is Rohan Suvarna . I have learned and certified Anaplan Level-1, Level-2 and Anaplan way. I am requesting here, Could you please give me a 90-days free trial workspace for me. I want to practice it again to get ready to attend the interview. And one more thing, I have to do sample projects in Anaplan.
How to Avoid an old "Default File" from importing into Anaplan via Anaplan Connect if no file loads?
Here is our setup: We have an Anaplan import that runs via Anaplan Connect. The file drops into the folder location daily on the server. Then Anaplan Connect picks up that file & loads it into Anaplan. Here is our problem: If no file drops into the folder location on the server, then Anaplan Connect will default to an…
Anaplan & Fluence Connection
Does anyone know how the connection between anaplan and fluence works… or can point me in the right direction for documentation?
Trying to get .xlsx from Anaplan Connect but comes out as csv
I have an export that I am trying to run through anaplan connect 4.2.1 however it is causing some issue When I run the export direct in anaplan, it comes out directly as an .xlsx file, but in anaplan connect its format is .xlsx but excel won't open it, and if I rename the extension to .csv, it opens correctly. So it seems…
Access to the Anaplan workspace
I want to complete Anaplan level 3 for that i require Anaplan workspace access so i want to Connect with model builders for opportunities for model builder junior roles. Please help me.
Automatic Model Copy&Archive Functionality
Hi everyone, is it possible to automate the functionality of "Copy & Archive" of a Model? And eventually schedule this automation? Thank you in advance! Joana

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