Importing and Exporting Data

Workflow triggers Import/Export
Having CloudWorks schedule imports between models is useful, but users still need to wait. Our users are participating in a workflow, data is ready to move from the source model when a workflow step is completed. Can we trigger imports or exports, or model-to-model imports from workflow?
Export - Data Source
Hi Community, I am thinking that would be very beneficial for model builders to have the possibility to view Data Sources for Export Definitions. For the large models with lots of external integrations and different export actions is pretty difficult to follow the source of a particular export if you can have dozens of…
Export defined in a model should be connected to a view
Hello Team, Currently, when we create exports and save them in actions - they are disconnected from real module views. Example: if you create a new export definition, based on a current view (with a filter or smth else) it is not possible to revisit and amend this view after some time and see what view is feeding an export…
Native scheduling action in Anaplan (w/o API. Connect or 3rd party integration tool)
Could Anaplan action iteself allowing for scheduling? (i.e. a common use case would be you have an action that brings data from Data Hub to Spoke models and data in Spoke models need to be refreshed everyday) - It would be super helpful to have this function built-in at the time the action/import is set up in Anaplan,…
Import from SQL Receiving Error - "Anaplan API: Cell text cannot contain tab character"
We are attempting to switch our source from excel files to a SQL server and are receiving this error when running the scripts for Anaplan Connect. The job is successful for the initial two tables but we're experiencing this error on the final table. The formatting and configuration is similar for all tables so unsure why…
What is the difference between Modules and views. can multiple views creation possible in a module?
3.) What is the difference between Modules and views. is it possible to create multiple views for one module.
Anaplan Cloudworks - Azure Blob Storage Integration
Hi All, I am trying integration via Cloudworks to import csv files from Azure Blob Storage. As per Anaplan Documentations, its just mentioned Azure Blob storage. Is it the ADLS2 Gen 2 Blob storage or normal azure blob storage which is required for Cloudworks integration. Thanks
CSV Upload - Help
Hi, I have a CSV file with Time Period, however, this fails to upload into Anaplan. How do I fix this? Thanks
Load monthly data into weekly time setting model
Dear Anaplanners I have a dump question whereby I cannot get it over yet. I have a model whose time setting is designed as weekly (for later stage replenishment planning) While the demand forecast is still by month, so I have an import module to load monthly history sales dimensioned as below: My source csv file looks like…
DEM01 Volume Growth Rates - Import issues
Hi, I am having some issues re- uploading the data to module DEM01 Volume growth rates. The current view that I have is the following and is not picking up the growth rates by product category. However when i do the import, it shows as it has been successful. See below my selection and successful screenshot message Any…
2.3.8.2 Import into DEM01 Module
only october month is loaded during importation targert still on week eventhought i changed it for month time mapping
When do your integrations require workspace administrator privileges?
Generally, you don’t need to have Workspace Administrator (WSA) privileges to run integrations; however, there are still some specific instances when they are required. This guide will provide an overview of when your integration user requires WSA privileges. Anaplan user types involved in integrations First off, let us…
Export Anaplan Data with Non-WSA User
A customer’s Anaplan COE needed to share planning data with an internal department. The solution below leveraged a non-WSA (Workspace Administer) user account with Model specific access and an Anaplan Connect script to deliver the required data. 1. Create a non-WSA user ‘service account’ as an Internal user, although this…
Within Excel Add-In having an ability to customise elements on the fly
I'd love to this feature become available is an ability to create individual dimensionality intersections, similar to that of TM1 or Jedox. This is where the various element intersection points can be typed into the excel sheet and so long as that sheet is connected to Anaplan, will pull the data into Excel. This is also…
When exporting a NUX dashboard to PDF, Links should remain clickable from the PDF file
If I have a New UX dashboard which includes links created with the MAKELINK function, when I export the dashboard to PDF the link looks clickable from the PDF file but in fact it is not. I would like the links to remain clickable in the exported PDF version of the dashboard.
Errors while running process.
Hi, I'm getting below error while running for all process in the model which were running correctly till last week, each process involves imports from multiple models(1 -5), what can be reason for this error? what is workaround? error -> Error Message : "localMessageText": "Import connector: Failed to retrieve data from…
custom function script
Allow users to create custom function via a scripting language like Java. The idea to me is have the capability to become as flexible as needed with scripting. The use case i have in mind is being able to create a hashing algorythm to use as a code. This can be a work around to the 60 limit character limit.
[Updated] Level 2 Sprint 2 DAT03 Historic Volume
Hello Experts, On DAT03 Historic Volumes my volume line item don't match with the values for FY20 but does match with Offset volumes for Fy20. I used the following formula: IF 'SYS01 Time Settings By Week'.'1st Forecast Year?' THEN OFFSET(Volumes, -52, 0) ELSE 0. also in DEM03 demand forecast pulls only FY20 data not FY21,…
Can not see download errors unless downsize browzer
Hi, I have a question about downroad error when run import. If there are many import error, we cannot see downroad error button. I can see this button when I downsize the browzer. Does Anaplan plan to modify this problem?
Level 3 Sprint 1- 4.2 user story
Hi Experts, I don't have FP&A model to import the data for the list. Kindly advise me for the import process
How to keep Data in a Version "Locked" when Source Data Changes
Hello, I have an interesting challenge I am trying to solve. Background: * We have 4 Forecast versions. * Version Forecast (3+9) means that the forecast has 3 months of Actuals and 9 months of forecasted data. * Actuals data is loaded from a source system. The Challenge: How can we ensure that all data in the Forecast…
Exporting From The Agile App and Importing into Jira
Hi, Does anybody have experience exporting User stories (Desription, Progress, LOE, % Complete, etc) from the Agile App in a format that will allow us to import that file into Jira and have Jira updated with the same progress?
User-friendly way to override a formula in a line item allowing to edit the cell
Hi everyone, I was wondering if there was a way to make it possible to edit the values of a line item that has a formula. The most obvious way and that is taught in the Model Builder training is to do an override. To do that you create 3 line items: * One with the value you want to override with. * A boolean that indicates…
Send Email alter or show alert on screen remind
I'm working on a cycle that will end when the end date is specified. I'd like to send the email 10 days before the deadline. Also necessary to display an alert on pages in order to check the end date and next cycle data. Is there a way to do this in Anaplan? @Sravan @prabhu
Level 2 sprint 1.3.3 review lists in Tree View
Hi, i have imported all 3 files (Regions, Countries and Locations) when checking the work against the example given i have no lists showing in tree view. It should look like this: but i have this data was imported in blueprint as so: which came out like this pivot is can anyone help? this is the case across all 3 (regions,…
Unable to load special characters using .CSV file
I am unable to load special characters in Anaplan using an import where file is the source. Kindly note the following: 1) Import is setup with text encoding set as UTF-8 2) The format of file that is being loaded is .CSV Following is the text i am trying to import and the text that is getting loaded in Anaplan: To…
Export dashboard
Hello, When I export a dashboard to Excel, I can see the below if I use the “grid view”. Item $$ Style A 100 Style B 200 Shoes 300 However, I’d like it to be like this: Parent Item $$ Shoes Style A 100 Shoes Style B 200 Is there a way I can do this in Anaplan? I'd like to just export the current page. Thank you so much!
How to Import List Items having same names as that of its parents?
I have a List A whose Parent is List B. Now for few items in list A have their names same as that of its respective parents in List B. When Iam importing Items into List A, all the items are getting imported except those items whose names are same as that of its parents in List B. The error that is coming is Key for this…
CloudWorks—This is how we use it, Part 2: setup
In Part 2 of our CloudWorks—This is how we use it series, we're diving into how to set up CloudWorks. Need a refresher on the basics of CloudWorks? See Part 1. Before starting anything, you need to identify and create an Integration Administrator (Learn more here: Access Control).Ready? Let's start Before we dive in, this…
Integration to between Workiva and Anaplan
Hi, Can I use Anaplan Cloudworks to have data integration between Workiva and Anaplan? I need to load data from Workiva to Anaplan. Thanks, Tom

Importing and Exporting Data

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