Importing and Exporting Data

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.
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…

Importing and Exporting Data

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