Importing and Exporting Data

Make Integration admin role available for visitors & partners
It's currently not possible to assign an integration admin role to visitors and respectively also not to Anaplan Partners. This makes it a challenge when helping customers with Cloudworks or when just setting up a scheduled model-to-model import. It requires always someone at the customer capable to set-up the connections.…
Alternative for the default export chunking
Author: Anya Skvortsova is a Certified Master Anaplanner and CoE Lead at Asana. Problem statement When exporting the data from Anaplan module, Anaplan’s default chunk size is 10MB. The common challenge is that the chunks produced may have the rows split not just into the separate files but also split the row in the middle…
Ability to exclude time dimension from an export
A description of the enhancement requested: When you export a module, in the Labels tab you have the option to remove any labels for a list dimension on rows and therefore effectively remove it from the export. This cannot be done with time and the customer would like it to be. A story for why they want the enhancement…
Request for making Anaplan be able to accept various forms of date formats in CSV import.
Excel opens CSVs and changes CSV's date formats depending on users' PC regional setting whereas Anaplan only accepts single date format in importing CSVs. When users import CSV files to Anaplan, they edit source CSVs in Excel. However, in case of apps for multinational users, depending on regions of users date formats vary…
Restrict Characters in Open Text Line Items
It would be great if text formatted line items that are user inputs could be restricted to only allow certain characters. When users are allowed to input an escape character or newline, it can create problems for exports.
OEG Best Practice: Data Hubs: Purpose and peak performance
You may have heard about a model called a Data Hub, but perhaps you aren’t confident that you understand the fundamentals, primary functions, or considerations when architecting one. There are three main advantages to incorporating a Data Hub: Single source of truth : Stores all transactional data from the source system.…
Anaplan Export Action to Python
Hello - we created a python code to call an export action from AnaPlan but for some reason the python exported data shows the old values even if the the module associated to the export has new data. Does anyone encountered the same issue?
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…
Option to export conditional formatting in export to xls
Description of the enhancement: Add an option to include conditional formatting in exports to xls
Save UX Export Definition as An Action
It would be great if we could save/automate dashboard exports from the UX in the same way that we can in the old dashboard experience. Right now, if we want to automate the sending of a dashboard export (a PDF), we need to do it as a saved view of a grid or build an old UX dashboard to export from. Right now, if I export a…
CloudWorks Integration with BigQuery: Understanding the Error Message Table
Hi Team, In the official documentation under "Google BigQuery Permissions" I found details about creating an optional error message table with the following structure: integration_id run_id run_date error_code error_message failed_row While the documentation outlines the table structure, it lacks details on how records are…
Anaplan Connect Install 1.4.4
I am installing Anaplan Connect for the first time. When I try to run the import script, I get the below error message. I do have the WorkspaceID in there. I also want to runt the script on a shared drive in Unix if possible. Can anyone help? Thank you. ======================================================================…
Importing timestampted files with cloudworks
Hello, I am implementing integration with cloudworks for a client. I managed to export timstamped files easily as it is mentionned in the Anaplan technical documentation. Howerver, is it possible to import timestamped files when selecting the data source ?
How to import text formatted line item from the module saved view which has no dimension
How to import text formatted line item from the module saved view (no dimension) to the module which has dimension When I was trying to do import the name of the Line item got imported: Pivot of the SV was: Line item in rows When I changed the Pivot of the SV for the line items to columns it wasn't importing any thing I…
Streamlined Workflow Migration for Environment Transitions
I suggest enhancing the product feature to streamline the migration of workflows from the Dev Model to the UAT and Production environments. Currently, the process requires manually duplicating existing workflows and updating each task—such as the source workspace, source model, import actions, and ADO links—to reflect the…
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…
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
Option to overwrite line items with Read Access Driver through an Import action.
Hi All, I am in a situation where the users are uploading a data file into Anaplan, that we are then wanting to create a report based on, to highlight some issues, that the end users then should be able to comment on. The problem I am facing is that loading the data file into a module, we want to show the raw data inputs,…
Export Formats
Hi, Just wanted to know that while exporting from the New UX is there any way in which the pdf export format be obtained as an A3 page. Currently the export is landscape oriented by default so is there any way out that this can be changed. Thanks in advance!
Bulk PDF Export
We have received a requirement to do bulk export from Management Reporting for all the intersections available. At the moment, we can only do for one intersection and it takes a few seconds for the pdf to be even available for export. Would be great to have this capability to do bulk pdf exports.
Level 2: Sprint 2: Error while running the 9 Import data from HUB for Importing Import Opening Stock
I may not be clear because I'm using a translation tool to convert Japanese to English. I'm in a lot of trouble and need your help. The problematic area: level 2 sprint 2.3.9.2 When I try to execute Process 9. Import Data from the Hub according to the instructions, I get an error as shown in the third image. Please tell me…
Bulk copy
Can you set up a bulk copy between models? I have two models. One is a stand alone Financial Forecast with numbers adjusted in various modules and saved views. The version in that model is named the working forecast. The other model is our main Financial Forecast and I have created a version specifically for the data to be…
2.3.8.2 Import into DEM01 Module
Hello, I'm attempting to import Volume Growth Rates.csv. When mapping the time (column headers) on the file, I select Periods, but there is no Y-M or M-Y option. I assume something is messed up that I'm unaware of. Any feedback would be appreciated. Sean O
How to create a new import action
I have my csv file and upload in the option "Import Data Sources" and when i click next, is supposed to be appear new windows in this windows map the columns of the new file to the current modules in Anaplan, but when i click Next the system automatically closed that windows and i cannot map the columns, is this the way to…
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:…
OEG Best Practice: Imports and exports and their effects on model performance
Overview Imports are blocking operations. To maintain a consistent view of the data, the model is locked during the import, and concurrent imports run by end users will need to run one after the other and will block the model for everyone else. Exports are blocking for data entry while the export data is retrieved, and…
Data Export Options in Anaplan Data Orchestrator ?
Hi Anaplan Community, I'm new to Anaplan and exploring integration options for moving data between Anaplan and cloud services. I successfully exported model data to Google Cloud BigQuery using the CloudWorks integration. However, I couldn't find an option within Anaplan Data Orchestrator (ADO) to directly link model data…
Clear the Target for a Module Import
Hello everyone: Anaplan provides a lot of flexibility in regards to clearing data prior to imports. You can read about all the available options here. In particular, I am referring to: * Clearing the Target for Time * Clearing the Target for Dimensions other than Time I have always used the default settings such as Clear…
CloudWorks—This is how we use it, Part 3: The CloudWorks API
In Part 3 of our CloudWorks - This is how we use it series, we will introduce you to the CloudWorks API. This is typically for an audience comfortable with REST APIs concepts and programming. If you need a refresher on What CloudWorks is, see Part 1 or, for how to set it up, see Part 2. CloudWorks API will allow you to…
Best Practise of creating List
Which is the best practice for creating List in a Spoke model from Data Hub model ? Is it a List to List import OR Saved View to List import ?

Importing and Exporting Data

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