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Near-Real-Time Anaplan → Claude MCP: Any Faster Than Bulk Export + MySQL?
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…
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ADO: Column Profiling
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…
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ETA on ADO - Mulesoft - Boomi API integrations?
Hi! In London it was mentioned, any update on this?
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Export a grid card options
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…
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MB Level 2 Sprint 1: 1.5.2 Activity: Import Data into Beginning Inventory
Hi, I currently trouble importing data into the DAT01 Beginning Inventory module. Kindly advise.
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"Failed to retrieve field list" error when importing saved view across models
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…
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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…
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Building a User-Filtered Export from a Module with Multiple Selectors
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…
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Stable User Access Export
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,…
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Mark list items as subsets with import process.
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…
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Anaplan Integration with Alteryx
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…
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Bulk Data Change Details in History Log
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…
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Avoiding CSV import errors: Three practical tips for Excel uploads across regions
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…
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Expose cross-model import dependency metadata via API to enable automated integration mapping
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…
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IS Summary
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…
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how to add Export Qlik Extract into an existing report
Hello guys. Can anybody help me to go through this? I need to add * Export Qlik Extract into an existing report thank you.
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Anaplan Export using JDBC properties files
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 (?);…
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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.…
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CloudWorks—This is how we use it, Part 4: Using CloudWorks APIs with AWS Lambda
In Part 3, we described the procedure for using CloudWorks APIs. But the main question would be, how can we use them? Indeed, we can find that having a dedicated screen in Anaplan itself is already a major step forward. And it surely addresses most of the future needs. Nevertheless, in our strive to open our platform as…
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How to use Anaplan Data Orchestrator to push out data from modules as in Exports from Anaplan?
I need help to design an export from a Module having multiple dimensions in the form of a .csv file either to my local system or any cloud storing tool like AWS S3 bucket.
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Set the delimiter for CSV Exports
The European format for CSV file is a semi colon delimiter and a comma decimal point. The current behaviour is some European users seem to get an export in this format even though it is not supported in anaplan. The windows/browser formatting seems to take over while other users get the more usual comma delimited file.…
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Automate pdf Export
Hi, The new UX looks great and I know it has the ability to export a dashboard in pdf format. Is there a way to automate this process? I want to schedule some reports to be exported as pdf files to a cloud location or send as attachments to an email distro list. Thanks for your help.
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4.8.2 Activity: Import Data into E2 Employees# List NUX
In the NUX everytime I try to import the employee list it doesn't display the name. I am correctly importing but it continues to show the employee names as numbers. Please advise
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8.2.2 Activity: Add Volume Inputs Module
I am having a challenge creating the volume input module properly as the location is showing Region. How can I change from the Region format?
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CloudWorks Integration with BigQuery: Understanding the Error Message Table
Hi Team, In the official documentation under "Google BigQuery Permissions" https://help.anaplan.com/set-your-google-bigquery-permissions-5bb8f011-3fad-452a-8765-b5a7b52405a7 I found details about creating an optional error message table with the following structure: integration_id run_id run_date error_code error_message…
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Export Model Map to PDF/Excel
Capability to Export Model Map from Contents page to PDF/Excel.
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Cloudworks Integration run vs Schedule
Now using the cloudworks integrations and have come across an annoying situation. Once I set a schedule for an integration the option to run it now disappears. Only way I can find to run it now is to cancel the schedule (deactivating not sufficient) and then rebuild the schedule after I have run it and made any changes.…
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Clearing a List-Formatted Line Item When Using "Only Update Imported Cells"
Hi, I have an action where a line item (list-formatted) is meant to be cleared after a user input. I am using the same module as both the source and the target. But due to the module being multi-dimensional, I am using "only update imported cells" option for the import mapping. The filtering works fine as only intended…
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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…
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Export Hierarchy even we don't have child's assigned to parent
Hello @community members, I am encountering an issue while attempting to export hierarchical data to downstream systems and would appreciate any assistance. Current Scenario: I have a hierarchy consisting of 6 levels(A0, A1, A2, A3, A4, A5, A6). Upto the A3 level hierarchy is well defined. However for A3 level I have 100…