Importing and Exporting Data

Anaplan Connector for PowerBI
Hi, I have a query on Anaplan Connector for PowerBI. We are able to use the Anaplan Connector for PowerBI with Workspace Admin user logins. But when we try using this with a normal user login, connector does not fetch any models from the workspace. Did anyone face this issue earlier? Thanks in advance for suggestions 🙂…
A primer on Anaplan integration using Azure Logic Apps
Introduction With the release of Anaplan Cloudworks, this flow may be better addressed via a blob storage connection in Cloudworks, or with a combination of a Cloudworks flow and a post request to the Cloudworks API. My colleague @christophe_keom published a guide covering this topic. In my case, I wanted my flows to run…
Updated Anaplan Java Client source code is now accessible via GitHub
As a true connected planning platform committed to integrating disparate sources of data from various tools, we’re excited to announce that the source code for Anaplan JAVA client has been updated on Anaplan's public GitHub repo! (https://github.com/anaplaninc/anaplan-java-client). This code is derived from Anaplan Connect…
Import data in to the module
When I import data in to a module, is it inserted into the underlying lists that are used as dimensions while creating the module? Do the lists and modules have own storage? Any documentation would be very helpful.
10.2.4 Activity: Import Data into Employee Drivers Module
Hello All I need help, i am having problem with mapping to the right dimension line item in 10.2.4 Activity: Import Data into Employee Drivers Module. Please tell me were i am making the mistake. After mapping to the line items in my dimension the table is not populating rather it is been ignored
8.5.3 Activity: Import Data into Volume Inputs Module
Hello, Can someone explain my mistake in this data input process: Thanks,
Level 1 Model Buidler - Lesson 4 mapping source to property in list
Hi all, I'm a newbie here and I hope this isn't a stupid question (I certainly feel stupid because I can't figure this out). But can someone explain mapping when we are importing lists into Anaplan? Specifically, for each activity in Lesson 4.6, I got stuck on the mapping for each source in the list. Basically, I'm getting…
4.6.6 Activity: Import Data into P1 Product Family List Unable to import data from product families
I am trying to upload the product family data into my model in lesson 4, and each time I try I get a notification saying "Multiple files inside an upload package are not currently supported." I was wondering if anyone knew how to troubleshoot this problem.
IMPORTING OF SKU FILE
i was unable to import the file correctly
Use Page Selectors to Select Data for Export via Export Actions
As an End User I need to be able to select data for exporting using Page Selectors in the UX, providing a common navigation experience for interacting with data in Anaplan. Currently to select data for exporting I need to use selection criteria (Booleans or List Formatted Line Items) to select what I want to export. It is…
Level 2, 1.3.10.1 Import Data into G1 Region List
Hi all, I'm stuck with importing data from a saved view to the G1 region list and I don't understand where the error is coming from. Region Flat: Saved View (SYS05 Region Details, Build Regions) Regions: Import dialogue: Error message: So something's not working with the code/line item, but I don't get what it might be.…
Why do I still see source items from previous versions of upload files in the import definition?
Hi Anaplan community, I don't understand why I still see source items from previous versions of upload files listed in the import definition tab of an import action. I used file A with periods call AP01, AP02,... and used that to upload into Anaplan and save that upload as an action. Later, I changed the file and renamed…
Cloudworks - Data too Large
Hi all - has anyone ever ran into the situation where the dataset being brought in by Cloud Works is too big? Is there an error message that shows this? I'm suspecting this is the case for me. This is specifically for BQ -> Anaplan. I ran three processes, and the third one triggered was the first one done. The others have…
Anaplan Cloudworks License
Hi, Do we need a separate license for Anaplan Cloudworks or is it part of our existing package? Also can we use cloudworks to directly integrate with Big query? Thanks
NewUX view Source Module
In the NewUX, you cannot go directly to the source module. When selected it takes you to your default dashboard page in the classic version. This is not helpful for users that aren't model builders with access to everything. This functionality and the Drill to Transaction is needed in order to make the NewUX functional for…
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…
Bringing in Roles - Formula Help
Hi - I am trying to bring in Role. I added them as a line item in my module: Here are all the modules: And here are my lists: There is a dropdown for me to manually put in the roles, but I just don't know what to do for the formula. Can anyone please help me with how to write a formula to bring in Role?
Column Headers causing Invalid date error
Hello, I am currently working on a project that requiers the end-user to export a module, change the data, then import the exported file in the same module. However, since i'm using numbered lists, i need both the code and display name in the exported file ( code to import the data back, display name for the user). But by…
Data Integration between Anaplan and Salesforce
Hi everyone! could you share options which you use to load data from Anaplan to Salesforce? i can see two options at the moment, which do not work well for me: - 3rd Party connectors described here , the problem is we do not have that in our organization…
Numbered list creating Empty liste item when importing from Module
I created a Module to import Data into Numbered list, I use code to import into List. Code is blank until a specified cell is filled. Even all the user input and import columns are blank, Numbered list create a Empty list item.
Action's Start Date and Time (UTC) - removed at any time?
Hi, I wonder if anyone knows if the Date and Time (UTC) in the Actions tab gets removed at any time? I am quite sure i ran a process in oktober. When looking in actions tab now - the Date and Time (UTC) is BLANK. I can see no dates older than 2022-01-01. Thank you in advance! /Caroline
1.5.6.2 Import Data into Historic Volumes Module NEED HELP
I did the mapping correctly but I don't know why I am getting this every time.My fields are also not getting updated. My mappings- PLEASE HELP I'M STUCK HERE FOR LAST 3 DAYS
Export files as Excel(.xlsx) format from Anaplan
Description of the enhancement required: I want to be able to export Excel(.xlsx) format from the Export Dialogue Box in the model. An example of the enhancement: 1) Open any module in a model, go to Data dropdown list, select Export. 2) In the Layout tab, user wants to be able to select Excel(.xlsx) as a File Type under…
2.3.9.1 Import data into DAT03 Historic Volumes module
Hi all, I am trying to run Process 9 Import from data hub and I am getting an error on column headers. Screenshot is attached. Requesting for guidance.
G4T Territory
Hi Why Formula is not taking code, Code is already in the list. Please advise. Thanks -Pooja
API Endpoints for getting Roles information
Hi All, I am trying to get users and roles data in Anaplan. Right now, we have setup a process/actions to export the users and roles page data, and export it as a csv file. But, this gets tedious if we are doing it on multiple models and we prefer a simple approach to get the similar data without having any process runs.…
Level 2 Conclusion: Activity: Currency Conversion - Import
Hello, Please, help me I have created the module FX01 Currency Rates, but I'm troubling the import data to the module. I have the following selections, don't understand why it does not work but it gives the error Hope you will help! Thank you, Anton
Managing subsets from a module
Is there a best practice for managing many subsets(within the same numbered list) from a module published to the NUX? I have a numbered list with 25 subsets and need a way for the model admin to update the subsets as new list items are added.
Level 1 Exam activity 4
Hi anaplaners. I am giving my level 1 exam. currently stuck on activity 4 where we need to import data into Sys 08file. for that I have added Region & role to Sys08 module. Step 2: import data into Sys08. (SS 2). for some reason I am not being allowed to manually map - department with department. (source & target) Errors:…
Create Inventory Ordering Saved View and Export
Hi, Anyone can please suggest how i can exclude the total of the product SKU rows once i have finished with the export. I am getting a rows in export product SKU as well as total. I have attached the screenshot for reference. Please suggest.

Importing and Exporting Data

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