Importing and Exporting Data

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…
Does file ID change if I update the import source for an action?
Hi all, We are testing bulk API's data import, on which I had 2 queries. Suppose I create an action in Anaplan for a file and then data in loaded using bulk API's, but later I went to manage import data sources and updated the import source of that action with a new file. Will this change the file ID of the file which is…
Building Imports quicker/Implement import button in Imports tab
Hello, We had a need to trace the data flows into a number of modules and line items. In the case where there is a formula relationship, it does not present difficulties, but not in case of imports creation. We do have access to information from the Imports tab, from the Actions section. But it is only helpfull when you…
Transactionnal API - Direct Query with JSON Line / Parsing ?!?
Hello, I am looking currently at the Transactionnal API. I see great usage associated to Transactionnal API reading function for direct reporting through third party tool (ex : POWERBI), which offer more thank BULK API. This call help you to direct query a view : Currently, the documentation show a limitation of cells able…
Import Sources
Hello Anaplan community, There are several notions related to import sources that I have trouble comprehending. These are : Source Labels, Source object, Source model (in Actions) and Source models. I can not understand what each term means, what is the difference between them, how should I manage the import sources in ALM…
Share your experiences: Preparing Data for Anaplan
The Anaplan User Experience Research team is looking to speak with users who are involved in the data preparation process: determining what data is required, getting data correctly formatted, ingesting data to Anaplan, etc. We invite you to join us for a 60-minute, remote research interview during which you will be asked…
Anaplan SAP Integration
Hi Community, we want to integrate SAP and Anaplan, but client has asked not to use any files for integration, so is it possible to load the data from SAP to Anaplan with API in json format? and how to map the fields. Please suggest
Possibility to put a process into a process
Right now we have a large integration process with ~240 actions importing data from 8 different models into our Data Hub. As you might imagine, it's difficult to determine the right order of actions with the current interface. I would like to have 8 sub-processes (e.g. 1 per model) to have a better overview of the content.…
Exports into .txt file
Hello, I have a module dimensioned by fake time and need to export it into a .txt file. Because of business processes, I need fake time and the line items in columns unested. Is there a way for Anaplan to accomplish this? Thanks.
'Used in Dashboards' and 'Used in Action/Import' for SAVED VIEWS
When performing model clean-up's OR revising actions / New UX dashboards, it would REALLY helpful to have a view within the model settings area to review the full list of SAVED views along with the following key information; * 'Used in Dashboards' * 'Used in Actions/Processes' * 'Used in New UX Dashboards'
Share your Experiences of Data Preparation Processes in Anaplan
The Anaplan User Experience Research team is looking to speak with users who are involved in the data preparation process: determining what data is required, getting data correctly formatted, ingesting data to Anaplan, etc. We invite you to join us for a 60-minute, remote research interview during which you will be asked…
Selective Access and Tabular Multiple Column Exports
I have defined an export using the Tabular Multiple Column layout, filtering using a Boolean from a separate module. The module being exported uses a list with Selective Access. When I try to limit my access and run the export, to test how an end user would interact with the export, the model exports rows for ALL members…

Importing and Exporting Data

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