Importing and Exporting Data

Export data source as a new tab
Unless the model builder names the saved views appropriately, it's often difficult to trace the source object of an export action. It currently indicates only the list name or the module name, but if we can have a tab for 'Exports' similar to 'Imports', to indicate if the source of export action is a module default view or…
Level 3 Sprint 1 Import
Its regarding Level 3: Sprint 1 : User Story says " Import the Financial Forecast data from the Level 1 FP&A model" I have used the "Baseline+Financial+Forecast.csv" file. I am struggling with the import mapping "Time" and "Baseline Financial Forecast" portion. I keep getting failed errors regarding date format…
Stale Module Data in Power BI
I've successfully built out a Power BI semantic model that appears to connect to Anaplan just fine. When I created the model, I logged into the Anaplan Connector using my company SSO. Once the credentials were validated, I selected the Export Action that I had previously created and loaded the data. Initially, all data…
Parent with the same name with its baby item will also map to baby item when Import
Is anyone facing the problem? It worked all right till last week, but I fund it went wrong yesterday. For example, If Importing from Module A to Module B, and both of them applies to Dimension X, which has hierarchical structure. If Parent NNN has the same name as Son NNN, then It become Twice after import to B.
Can i export a dashboard in pdf from the mobile app?
My client uses Anaplan on mobile devices. Is there a feature to export a dashboard screen in the form of a pdf? I am not referring to Management Reporting slides. I am talking about plain simple dashboards containing grids and charts, designed specifically for the Anaplan mobile app. When you try sharing the page, it goes…
BULK COPY - How to choose the SOURCE member and the TARGET member from a page in the app?
Hello Anaplan Community! Does anyone know how to choose the SOURCE member and the TARGET member from a page in the app? Thanks in advance. #NewFeature #UX #Dashboards #BulkCopy #Data #AnaplanRelease
How to integrate Azure blob and Anaplan For transferring files
Is there way to connect azure blob and Anaplan to upload/import data can it done by rest api call or can i use custom script to call Anaplan connect import hub from azure??
4.6.7
I used the mapping column 3 family code to P2 product family column headers to parent column 1 product code to code I get the error another row has already been processed with this key and invalid name 53 failed
[Start Here] Anaplan Connect 2.0 and JDBC Connectivity
* What is Anaplan Connect? * What is covered in this article? * What is NOT covered in this article? * What pre-requisites do I need? * Deep Dive on Integration * Integrating with SAP HANA Cloud * Integrating with Snowflake * Integrating with Azure SQL Database * Integrating with Google Cloud (GCP) BigQuery * Integrating…
Ability to Add Data Write Action to Existing Process
1. It would be really a game changer if we are able to add Data Write Actions to the existing processes, It would not only scale up the usage of the Data Write Action but also would save a lot of time and effort and would save us from creating multiple saved views and actions. 2. Currently, Data Write actions can only…
Model Concurrency & Sanitization
Hi Friends, Do we follow these in Real Life Scenarios? Model Sanitization Guide Model Concurrency Testing Types Model Concurrency Process
How to import date from one model to another
I'm not sure if there was a new update that changed the process? I cannot import a date from one model to another. I am trying to import the dates from A01 to A06. I think the checkbox on the mapping page is new. I've tried different variations but can't seem to get it to work. Thanks in advance
Log exports in the model history
Description of the enhancement required: Customer wants to capture the export information also to be captured in the history log. Currently, only import information is available. A story for why you want the enhancement: For the customer, apart from imports that are scheduled , if a user clicks on export they want that…
Anaplan Connect - Running the proccess/imports
Hi All, I need your help regarding process or imports in anaplan connect. In the import or process when any of mapping is selected as ' ask everytime while import'. How can we complete that process or import successfully using Anaplan connect
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.…
Update Current Timestamp by adding a New Action Type
As workspace admin, I would like to have the possibility to update the current timestamp in UTC timezone by having a New Action type created ( similar to the below picture ). This could work in a very similar way as the very nice new feature "Update Current Period": 1. Create in a module without any dimensions a line-item…
Actions Tab Improvements
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: Looking to review trend Process executions and durations. How often is this impacting your users? We are currently implementing API…
Import status
When the end user imports a file on the UX, he gets this success message: But in fact on the view details part, we can see failures : Does anyone knows why the message the end user gets ain't "completed with failures" instead of completed successfully ?
How to Import from Source to Target with Different Number of Dimensions
Have you ever faced a scenario where you wanted to import the data from one module to another with different set of dimensions and you were not able to successfully achieve it? Usually such type of data movement can easily be achieved through formulae but in some cases writing formula might not be the solution, for example…
L2 Model Building Conclusion: Failed Import into Shipping Expenses OTH01 Module
Hello Anaplan Community, I've been stuck for too long trying to import the shipping costs from my Saved View into OTH01. I've tried numerous saved views but can't seem to resolve the errors. I've deleted all Saved Views and started over because I think I am confusing myself. Below are screenshots of where I am currently…
Organizing templates for data imports
Author: Vinay Varadaraj Mirajkar is a Certified Master Anaplanner and Senior Solution Architect at Anaplan. I am sure many of us have seen the below message many times in our experience, and at times it may be very time consuming to retrieve the file which was used to create the import action. And there are also chances…
Data is not getting updated into Production model through integration
Hi Team, I am having issue regarding the updating the records into the production model via integration and action is marked as production data. In test, data is getting updated correctly with same action but in prod action is running but records are not getting updated. Anyone can advise on this issue please? Thanks…
Ways to bring Import Action Timestamp into a line item in Anaplan
Hi All, Is there a direct way in Anaplan by which we can bring the last run time/date of an action to a line item in Anaplan?
Import to numbered List
Hi People, I want to import transactional data into the model from excel csv file. I formed a numbered list, where I am importing this csv file, identifying the unique key by using a combination of properties, but there are other columns that are not forming part of the combination. (basically, those are values/number…
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…
7.2.3 Activity: Import Data into Employee Details Module
When importing data into the SYS08 Employee Details module, my end results looks like the second photo when the goal is the first. I have imputed the correct mapping, and manually mapped the employee detail line items as well as changed the date format to YYYYMMDD. I'm not sure what the error is, I keep getting the error…
SUM Function Example
I tried to create a simple SUM function. In a video it explains transaction as Line Item whereas I failed it as Line Item. So I tried using Transaction as a List. It worked out. Can you please let me know, if I am right or wrong? I have shared Screenshots for reference.
Anaplan Connect: Wake-Up Script
Preface: Utilizing CA Certificates is the best practice for Anaplan Data Integrations. The wake-up script is best leveraged with CA Certificate authentication in the individual scripts for security purposes. If you would like to learn more about CA Certificates, click on this guide. Note: Basic Authentication used for demo…
Create Shipping Export Module and Create a Saved View
In Level 2 Model Building : Conclusion, there's an 'Activity: Prepare Data Exports' that tell us to Create Shipping Export Module and Create a Saved View. I've made the formula and choose the format and summary method but I'm not sure if it was right. Here is the blueprint of my INV05 And here is the screenshot of the…

Importing and Exporting Data

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