Importing and Exporting Data

In the Anaplan FCR map editor, users should be notified when there are validation warnings of already existing entries within a configured map they're attempting to open. More importantly, once the editor is opened, users should have the ability to filter on all rows with warnings. As an additional thought, users should…

Within the Security Profile Access we have specified entity access based on roles. This works fine for reporting purposes and for data input via a template. But within our month-end process we have also an import task. This import task ignores any rule defined within Security Profile Access. Please add functionality to…

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…

Hi team, Missing out some step data while mapping, data was updated successfully attached screenshot (12error), however data is being uploaded with ignored values. Do I have to make any change in the module section? @noelle_murphy 

Hi there, I am having trouble importing data and I think my mapping may be off. When I get to the Product Details Line Items, there are no selections available. Can anyone advise?

Hi Everyone My import was successful however it doesn't match the guide Here's the result of my mapping Here's the guide Hope to hear from everyone soon!

The blueprint view screen shot for SYS12 SKU Details is shown below: The P2 Product Flat screenshot is: The P3 SKU Flat screen Shot is: The error detail message is: And the SYS12 SKU Details screenshot is: Any suggestion/advise what I am doing wrong. Thank you.

Hi everyone 👋 If you build or maintain Anaplan models, you've probably hit the same walls I kept hitting. Some basic questions about a model's structure have no single screen to answer them. You end up clicking through modules and pages one by one, or writing API scripts just to get a list. These were the gaps that…

Hello, One of my models is generating this issue: "PLANNED Position # has selective access enabled and you may not have been granted access to any items." When I try to adjust the selective access, it then says "no items to select". I'm unsure what caused this issue and how to correct it. Any help sincerely appreciated.…

Hello, I haven't used Anaplan XL in a while so now, I can't find a way to remove the prefixed quote for text data when using Anaplan XL. Can anyone show me how they figured out how to do that, please?

Author: Kira Wagner is a Product Manager at Anaplan. Contributor Kurt Rodegast (@KurtR) is a Sr. Product Manager at Anaplan. Anaplan Data Orchestrator (ADO) now officially supports bidirectional connectivity for Amazon S3, Microsoft Azure Blob Storage, and Google Cloud Storage through Pipelines, significantly expanding our…

Author: Bhanu Chalotra is a Certified Master Anaplanner and Senior Consultant at Technology Modernization. In most real-world data environments, data doesn't originate in the platform where it's ultimately analyzed or consumed. Instead, it usually lands somewhere first, and more often than not, that "somewhere" is Amazon…

When exporting a PDF - the name is always the name of the page as it appears in the app. It would be good if you could configure this so that it recognises the context of what you were exporting, but could supplement this with text. E.g. if you were exporting a board pack, you could select the context of "Europe" and…

We're looking to feed live or near-live Anaplan data into Claude through MCP, but our current approach — exporting CSV files via the Anaplan Bulk Export API, loading them into MySQL, and querying from there — has a significant lag (hour-long turnaround). Curious if anyone has found a faster path, whether that's through the…

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: When transforming data with ADO, it's difficult to validate the integrity of the data: Column profiling tools would be useful. It…

Hi! In London it was mentioned, any update on this?

Hello, I recently had an export issue with grid cards on the UX. A user Click the ellipsis (…) on the top of the grid card, wanting to export the grid as a CSV, but the only option was PDF. It didn't even show the export this view button, it was just export as PDF. I could go to the same page, and I was given the option of…

Hi, I currently trouble importing data into the DAT01 Beginning Inventory module. Kindly advise.

Hi everyone, Has anyone run into this issue before? I am trying to import data into a Marketing model list using a saved view (Update B3 Product Dist in Mktg) from a source model (FinancialPlanning_Dev_Polaris). However, when I try to set up the import action, I get the following error: Select SourceFailed to retrieve…

Good morning everyone. I need to build a module export with some specific requirements: users can select a currency type (USD/Local), Salary Type (1 or 2), Nomina Type (1 or 2), and Version (Forecast, TS, Plan). Currently, each of these filters is driven by an independent system module published in the NUX, each…

Hi all, Has anyone found a way of exporting User Access from a saved view rather than directly from the Users tab? We're feeding the export into Azure Blob Storage and have had a couple of issues recently where changes to the standard Users export altered the filename/structure, impacting downstream processes. Ideally,…

How can we create an import action for production lists where we can import data and mark it as a subset while importing so that only selected list items get added as production data, and we dont have to mark each item seperately, so that we're able to use these list subsets as dimensions instead of the whole list in…

I'm currently experiencing an issue with a new Alteryx to Anaplan connector. I've setup the import and mapping process similar to how we map for Anaplan Connect. I create the imports manually, map the file as "Admins Only" and then add it to a process. On the Alteryx side I reference the process name as a part of the…

As a model builder and administrator, it would be a huge improvement if the history log could provide details into Bulk Data Changes. Our company utilizes user imports, and it is very difficult to track down changes when everything is grouped into one line of history. One option is to run history on individual cells of…

Author: Ayesha Zoha, Certified Master Anaplanner and Manager at Kearney. One of the most common issues I have found during end user training or UAT is the difficulty in uploading data from an Excel csv. This usually arises because users need to upload small but detailed datasets from existing systems. Even with multiple…

Problem / Context Within a single Anaplan model, Hyperblock technology tracks dependencies between line items automatically. No equivalent capability exists for tracking dependencies between models - specifically, for the data imports that move data from one model (or external source) into another, or even imports within a…

Hi All, I just wanted to understand the importance of Is summary in Anaplan. I have a module created with Is Summary switched on for a line item in my module which is preventing that line item from coming in the export view taken out by omitting summary items. When I remove the checkbox from is summary for that line item I…

Hello guys. Can anybody help me to go through this? I need to add * Export Qlik Extract into an existing report thank you. 

Hi All I have an issue when trying to execute an insert query using jdbc. # JDBC Connection string (Oracle, Mysql, H2, etc.) jdbc.connect.url=******* # JDBC login username jdbc.username=****** jdbc.password=****** jdbc.fetch.size=10 jdbc.isStoredProcedure=false jdbc.query=Insert into flash_rw (Period) Values (?);…

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.…