Importing and Exporting Data

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.
Data Integration - Decision App now available
Deciding on the right data feeds into and out of Anaplan may not be easy. There are quite a few options. Which is the best for your organisation? Our new simple decision app is now available to help in qualifying the solutions. https://community.anaplan.com/t5/Best-Practices/Data-Integration-Decision-App/ta-p/133155 The…
Importing Data into a Module is still blank
Hello, I have successfully imported data from a .csv file; however, the data still does not appear in the module. Am I missing something? Screenshots attached detailing how I imported it and success message.
API request timeout GET/POST
Hi All, I would like to understand what is causing the timeout errors when connecting for import/export data using Anaplan Connect v2.0 using pvt key auth. Is it due to some kind of restriction to prevent multiple processes to access Anaplan? 2021-12-30 07:38:31 INFO [pFeignClientProvider:30 ] 18303 |-- Setting up…
Issue with decimal number formatting
Hi, I am uploading data into module, data have year of service as 3.5,2.4 etc...While formatting number i am getting issue. I am attaching screenshot can anyone help me in this. I have formatted correctly but data is showing instead of 3.9 its showing 39. Thanks, Maithri.
Percentage increase
Hi - How to incorporate these values in model? are we suppose to manually inout those.
Display Name not showing properly
I am working on the Level 1 Model Building and cannot get the display name to show in place of the numbered list for E2 Employees#. I cannot figure out where I am going wrong. Thank you for any help provided.
We'd like your feedback on the App Hub
Hi all, We are currently looking for Anaplan customers to participate in 60 minute research sessions.Sessions will take place remotely from March 2nd to March 11th. Participants will receive an e-gift card as a thank you for their time, if their company policies allow them to receive these. For this session, we will be…
Level 1 exam Role.csv
Hi, I cannot get this csv file to download which is required for Activity 3 in the exam?
Level 3
Hi - Unable to map the time. I am not able to enter anything in the custom field as well with the option match names. Please advise. Thanks
4.8.2 Activity: Import Data into E2 Employees# List NUX
In the NUX everytime I try to import the employee list it doesn't display the name. I am correctly importing but it continues to show the employee names as numbers. Please advise
Level 3
Hi - I am not getting anything under Baseline forecast. I have imported from excel file not from Data hub module as recommended. Could anyone please advise. Thanks -Pooja
Import data with date
Hi Anaplan specialist I would like to import the file with the date. However, the file exported describes the date as DD/MM/YYYY. With the file i tried to import the data into Anaplan and the result was that the data is imported only into the first line. Does anyone have the solution or any idea for this matter? Kind…
Workaroud for Error when importing a csv file into a module with Dates in Columns
As you all might be aware that when we Export and Reimport the same CSV with dates, the timeformat changes in the export file. When you open the CSV file in Excel the dates reformat incorrectly. Below are the workaround steps to ensure the time periods are not reformatted to a date incorrectly in XLS. Step1) Use filetype…
Issue with conversion to csv
Hi, Our client will load a csv to Anaplan where we will compute the scorecard base on the dates on their transactions. However, we notice something the contract number column which is a general format in excel becomes scientific format once it is in csv. Please see attachment. We can change it back to the format that we…
Anaplan History Tracking
Hi, While analyzing history for an Anaplan Model, I came across some inconsistencies. The history seemed to be different when I exported the history for a particular cell as compared to the entire model history. e.g. Consider the below screenshots [You can see ID: 2125693 is showing twice] [The above screenshot is also…
importing into a list - duplicate item error
Hi All, I have a masterdata module with products which have an attribute of size. I have a list of all possible sizes. I have imported into the size list from the masterdata a module to ensure that if a different size is added, that my size list gets updated. All good so far - however when I run the import I get an error…
7 2 3 activity import data into employee details module facing Troubleshooting Invalid Date
8.5.3 Activity: Import Data into Volume Inputs Module
I'm unable to map source and Target after importing the data. Also unable to view the Target items as explained in the learning anaplan. Could you please me here.
REQUEST: Be able to export pictures on Management Reporting Page to pdf
Currently when exporting to pdf all pictures disappear. As we are using pictures to create standardized backgrounds and embedded column headers (column groupings) all pages break when exporting. This makes the whole management reporting either not portable or way less customizable. Current way of…
Hierarchy Creation
Hi, I want to create 4 level Employee hierarchy from an Employee flat list. The employee-flat list has all employees, but I only need employees under one particular function. (let is assume 30 employees of one specific function out of total 100 employees). There are no departments or cost centers available. The only…
Restrict access for import
Hi, I'm trying to amend the UX page for my organization. in the UX page, each user can import data into 'General expense' line item. After they import, they are able to check and view what they have imported. How can I set the access such that each person is only able to view and check the numbers they have uploaded…
Hierarchy in New UX export
Hello, When I do export a grid from anaplan in a .xlsx format I'm loosing the tabulations which distinguish my hierarchy levels. Is there a solution to get the correct display in my export ? Here is what I have in anaplan: And here is what I have in my excel export File: Thanks, Antoine

Importing and Exporting Data

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