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Creating more flexible export definitions in Anaplan
Anaplan exports, unlike imports, have no link to a saved view. However, there are ways to create Export actions that have more flexibility for future maintenance. After creating your view layout (using the view optimization best practices outlined in the Anaplan Polaris – View Optimization for Imports and Exports article)…
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Assistance Needed for Exporting Line Item Codes in Polaris Models
I am reaching out to seek your assistance with a specific requirement we have encountered in our Anaplan implementation. We need to export line item codes instead of just the line item names from a Polaris model to integrate with an external system. However, we are facing challenges due to the current limitations and…
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Anaplan Polaris – View Optimization for Imports and Exports
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. This article explores how to optimize saved module views within the modeling experience, with particular attention to data import and export processes. We’ll revisit essential…
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L2 Import DEM01
Hi all, i'm trying to import the file DEM01 csv but i don't know how to do it How do i select th evalue of DEM01 if the time value is on column? thanks a lot Andrea
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Selective access for lists from dashboards.
I am trying to enable the user to give selective access on a list via dashboard. I published the list to the dashboard and can clearly see the "Read" and "Write" columns on the dashboards, however if I save the dashboard and close and reopen it , the columns of "Read" and "Write" are not visible. Can somebody explain what…
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Part 8: Import data into REV02 Volume Inputs modulePage
Hello Group, I got lost in trying to import Volume+inputs.csv into my Rev02 Module. In the attached screenshot what should map into "REV02 Volume Inputs Line Items (Volume)". Thank you very much in advance. Jayan
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Generating Failure Dump - even though no warnings/error in Actions
I've few actions in our Supply model which when run takes some time on the "generating failure dump" step at the end of the action even though the import is a full success without warning or errors. This is just a few seconds when run for a single action, however we have a process with 120 actions, and most of these…
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Automate/Improve Resetting Next Item Index for Lists
Problem: There is no automated or pre-emptive way to reset the “Next item index” on a list without first clearing the list. Issues Caused: When using a data hub with a large data set that is refreshed daily, we regularly exhaust the item index. This causes the import process to fail and results in refreshing of all…
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Generating Failure Dump Step - on Successful Imports
I've few actions in our Supply model which when run takes some time on the "generating failure dump" step at the end of the action even though the import is a full success without warning or errors. This is just a few seconds when run for a single action, however we have a process with 120 actions, and most of these…
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Headers in export files
When Exporting files from Anaplan I would like the possibility to remove the list name from the header when adding properties properties in the export file. Today I can only choose Include or exclude Row Label headers. I would like to have the possibility to exclude the name of the list in the header. From above export I…
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L1 SYS08 Employee Details module - Import and Mapping Issue
Can anybody please write down the steps for the particular SYS08 - import and correct mapping As after several attempts and struggling to get it right . Appreciate your support guys.
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Any way to find out which user joined the Anaplan workspace and at what data and time?
I have a requirement to sort based on when users joined the Anaplan workspace.
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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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Alternative for the default export chunking
Author: Anya Skvortsova is a Certified Master Anaplanner and CoE Lead at Asana. Problem statement When exporting the data from Anaplan module, Anaplan’s default chunk size is 10MB. The common challenge is that the chunks produced may have the rows split not just into the separate files but also split the row in the middle…
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Ability to exclude time dimension from an export
A description of the enhancement requested: When you export a module, in the Labels tab you have the option to remove any labels for a list dimension on rows and therefore effectively remove it from the export. This cannot be done with time and the customer would like it to be. A story for why they want the enhancement…
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Request for making Anaplan be able to accept various forms of date formats in CSV import.
Excel opens CSVs and changes CSV's date formats depending on users' PC regional setting whereas Anaplan only accepts single date format in importing CSVs. When users import CSV files to Anaplan, they edit source CSVs in Excel. However, in case of apps for multinational users, depending on regions of users date formats vary…
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Restrict Characters in Open Text Line Items
It would be great if text formatted line items that are user inputs could be restricted to only allow certain characters. When users are allowed to input an escape character or newline, it can create problems for exports.
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OEG Best Practice: Data Hubs: Purpose and peak performance
You may have heard about a model called a Data Hub, but perhaps you aren’t confident that you understand the fundamentals, primary functions, or considerations when architecting one. There are three main advantages to incorporating a Data Hub: Single source of truth : Stores all transactional data from the source system.…
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Anaplan Export Action to Python
Hello - we created a python code to call an export action from AnaPlan but for some reason the python exported data shows the old values even if the the module associated to the export has new data. Does anyone encountered the same issue?
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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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Option to export conditional formatting in export to xls
Description of the enhancement: Add an option to include conditional formatting in exports to xls
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Save UX Export Definition as An Action
It would be great if we could save/automate dashboard exports from the UX in the same way that we can in the old dashboard experience. Right now, if we want to automate the sending of a dashboard export (a PDF), we need to do it as a saved view of a grid or build an old UX dashboard to export from. Right now, if I export a…
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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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Anaplan Connect Install 1.4.4
I am installing Anaplan Connect for the first time. When I try to run the import script, I get the below error message. I do have the WorkspaceID in there. I also want to runt the script on a shared drive in Unix if possible. Can anyone help? Thank you. ======================================================================…
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Importing timestampted files with cloudworks
Hello, I am implementing integration with cloudworks for a client. I managed to export timstamped files easily as it is mentionned in the Anaplan technical documentation. Howerver, is it possible to import timestamped files when selecting the data source ?
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How to import text formatted line item from the module saved view which has no dimension
How to import text formatted line item from the module saved view (no dimension) to the module which has dimension When I was trying to do import the name of the Line item got imported: Pivot of the SV was: Line item in rows When I changed the Pivot of the SV for the line items to columns it wasn't importing any thing I…
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Streamlined Workflow Migration for Environment Transitions
I suggest enhancing the product feature to streamline the migration of workflows from the Dev Model to the UAT and Production environments. Currently, the process requires manually duplicating existing workflows and updating each task—such as the source workspace, source model, import actions, and ADO links—to reflect the…
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Anaplan file export using Anaplan connect and process
Hi, I am trying to build regular export action / process and using in Anaplan connect to automate it . But when I create process / action with everyone access and run in Model it works . Bute when the same process I call through the Anaplan connect it gives me error "File not found in workspace or model". pls help me to…
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4.6.7
I used the mapping column 3 family code to P2 product family column headers to parent column 1 product code to code I get the error another row has already been processed with this key and invalid name 53 failed
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Option to overwrite line items with Read Access Driver through an Import action.
Hi All, I am in a situation where the users are uploading a data file into Anaplan, that we are then wanting to create a report based on, to highlight some issues, that the end users then should be able to comment on. The problem I am facing is that loading the data file into a module, we want to show the raw data inputs,…