Importing and Exporting Data

Level 3 Sprint 2 Employee Details into G3 Sales Reps
Hey Team, I have encountered some issue(s) with importing the datahub saved view employee details module into the G3 Sales Rep list in the Sales planning model. After a completing the import, the results (per the attachment) are not the employee names but numbers. Could you advise on how best to quell this issue and…
L3 sprint 2 assign accounts to more than one territory
Hello, I am confused as to how it is possible to assign accounts to more than one territory. When we need to import into a numbered list, we need to uniquely identify each entry. I use the account code. As such, every time I change the territory assignment, the import function will automatically override it. What am I…
Export View with 4 dimensions to the left side and time in the columns
Is there a way to export with 4 dimensions on the left side and time (months) in the columns? I created a saved view and used tabular multiple column export (filtering the specific months with a boolean in a separate module). However if I put the line item and time in columns it errors stating line items must be in columns.
Cloudworks succeeds but doesn't actually run
Hi all, I've noticed for a CloudWorks process I have that the actual integration says "success", but when I check the model, the last run time of the process was not updated, nor was any new data added to the model. This is an integration from BigQuery that worked previously, and is now not actually pulling new data. Has…
Options to improve performance when loading flat list used in reporting
Hello, I'm loading flat data between 2 Anaplan models and in the target model, I'm using the Sum function to dimensionalize the flat data into a reporting module. The reporting module needs to have 5 lists + time and also requires summary to be on so data can be reviewed at aggregate levels. As a result the import action…
Trigger mail to end user
Hi All, Greetings! I have a request from one of the user if I can trigger an export of dashboard to email ID at a particular time slot. I am assuming this can be achieved through integration only. But I would be glad to know if there are other ways to achieve it. Thank you, Harshitha N.
Tableau to Anaplan Integration
Hi Everyone, I was doing POC for Integration between Tableau and Anaplan, where we export the data from Tableau as a file(.csv) and load the file into Anaplan. Thought of sharing my approach here. Below are the prerequisites we would need to proceed further. Download the latest Tableau Desktop from the Tableau Website and…
Scenario Planning
Hi Team, I have an unique issue which requries a uinque.. Lets say I have a List called - "Scenarios" -Scenario1 -Scenario2 -Scenario3 Using the list in a module called "Data Scenario" I want to copy data of Net Sales from Scenario 1 to Scenario 3, I know I can use the import action, however in that case, I will have to…
Automatic import of failure dump
I have an action that imports data from excel into Anaplan. When the data fails to load, it is due to a missing list item (a project). When the items fail, I would like to extract the failure dump, and import those projects into another table, which heads off an import action that brings these missing projects into the…
Manual Input for Recipients of Notifications - CW
At the time of writing of this post, it's only possible to choose from a limited list of recipients who receive the Notifications of CloudWorks integrations. However, it would be very convienent to be able to manually input email adresses of the recipients. This would allow to send the notifications directly to Team…
Time treated as common list on Import Action
Hi, I am loading a CSV into a module that has simple time list at month level – however the import action is treating TIME as a common list rather than allowing to do the specific time mappings as expected. Im sending below the details with all the screeenshots I believe are necessary to help understanding the issue. Here…
Export/Import Time Periods
Hi team, I have a situation whereby users have the option to export the data from a module, adjust the relevant cells & then import the same CSV file to the module. There is an issue with 2 line items that have Time Period as the format. When they are exported the format in the CSV is 'MMM-YY' rather than 'MMM YY' & if you…
Activity 11.3.2 Import data into P&L Actual & Budget
Hi Community Members, I have been trying to import data into the DATA01 P&L Actual & Budget Module but getting an error. Same error for activity 8.5.3 (Invalid format YYYYMM) I have also checked the Example and follow the same but no success. Please see my mapping screenshots, errors and suggest me the best solution.
"invalid name: ....." error
Hi community. When trying to import into a list I receive the error "invalid name". Do you know where I can find the explanation of this error? Thank you.
2.3.8.2 Import into DEM01 Module
Hello All I m stuck in this activity, can you tell me if my mapping is correct ? I think that the probleme is with the time mapping, i actually change the time scale to month bu stell have this error: Help me please , Thank you
Why am i getting this when trying to import to a ticked production data (numbered) list?
"Deployed Mode is enabled for this model. You do not have permission to change structural data." it is ticked production data and i am just importing data to it, only 2 fields. I am the builder and have FULL access to everything I am not changing structure i am importing data
Nex UX Reports page - Additional "Export to PDF" options like in Dashboard
Hello, It would be great and really useful to have more options when I'm exporting a report in the Anaplan New UX, as it's available on the dashboard as shown below: In fact since now it's possible to have dinamic fields in text, if I set up a simple report like this and the text will exeed the A4 page, it will get…
Sending data from Anaplan through Informatica
Hi, I have an export action which is exporting a list. I want to send this list data to informatica. I have mapped this list columns to columns of a table in informatica. However the job is failing with below error. [ERROR] Error occurred while reading data from the target native system :…
Email notification using "Module data"
The implementation of dashboard actions, such as the email notifications has been a great addition. There are two options when using this, "Module Data" and "Specific people". The former is great, as it allows you to connect dimensionality with user, while the second one allows you to select multiple Users. Nevertheless,…
Import error log enhancement in new UX
Suggest to enhance the current import error report in the new UX. The new overview only contains very limited information about any errors which occurred during import and it is not possible to get a preview of the errors as you can in the classic UX. At the same time, the ability to export errors is limited to 50,000 rows…
Block line items deletion when used in saved views or actions
As a model builder i need to not be able to delete any line item that is present in a saved view and / or used in an action in connected models. With the growing number of connected models and their imports between models as the connection, any line item deletion, move or renaming can result in breaking the models import…
Impact of saved views in Connected Planning
As companies are growing, their use of the workspace is also growing resulting in multiple models. From an user standpoint, it is complicated to audit every saved view, as you can only see those that are being used in the model where they are being imported. As such, could we have a new tab in imports not only to see the…
Applying filtering on Tabular Single Column Exports
Being an Anaplan builder/user, I would like to be able use set on the view filters for export option "Tabular Single Column". Currently, if you prepare a view with set filters, if you run "Tabular Single Column" export, Anaplan will ignore filters and include all items from all dimensions in the extract. It has two major…
Make available for a Import Data source these system columns: Current Timestamp, Current User, RowID
As a Model builder, when I create an import action and I choose an Import Data Source ( File, Saved View, etc…) I would like that the Import Data Source to have available these additional system columns: Current Timestamp, Current User, RowID that can be mapped to target elements. Current Timestamp: should be populated at…
custom source connector plugins
As an integration admin, i need to be able to create custom source connector that can be scripted (using typically python, java) to get access to different types of sources data formats without the need to go through a csv or txt file upload each time. This would allow to get data sets from reading apis endpoints,…
Hyphen formatted numbers issue when exporting to excel.
This item has been identified as an outstanding known issue. A workaround is provided until the issue is officially fixed. Issue When setting a numbered line item to hyphen format. When exporting as xls or xlsx, the hyphen formatted cell will only ever display a hyphen, even when edited to be non zero cell values.…
Custom page separation for dashboard PDF exports
Description of the enhancement required: Allow for page separation when exporting dashboards to pdf so that two published items may be printed on separate pages, back-to-back. An example of the enhancement: When selecting options for a PDF export on a dashboard, users would have the option to choose where the page…
SAP S/4 HANA & SAP PO to Anaplan integration best practices
Hi all, Looking to see if any other members of the community have integrated SAP S/4 HANA to Anaplan. If you did, were you able to achieve the integration with Anaplan Connect or the API through the SAP Process Orchestration middleware? Or did you *have* to write some custom wrapper program using either Anaplan Connect or…
Set the fields in a certain order that will not change for exports and have alias headers
For downstream systems, the headers must have specific names that are not related to how the Planners use Anaplan. Also, some of the downstream systems are very specific about the order of the fields in the export. When Anaplan has to adapt to business changes, the export to the downstream systems has to remain constant or…
Compare numbers in different modules
Hi I have a module with employee details to calculate their monthly payout. The payout is based on the % attainment stored in the same module. The % attainment need to fall in a defined range (captured in a DAT module) to suggest the payout %. For example the DAT module is as given below (not dimensionalised) The other…

Importing and Exporting Data

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