Importing and Exporting Data

Data Import
In a dashboard, to update the forecast of particular FY, the user selects the FY and runs the process. But, instead of uploading file of selected FY, he uploaded another FY (say FY21 instead of FY22) file. When he ran the process, selected FY existing data wiped out in the target and no change in data of another FY. He…
Export Actions in a Process
It would be useful to be able to export the Actions contained in a Process. Currently the only way to extract them is to highlight them all copy and paste into Excel. Add a column numbering 1 to x and then sort on the action name to get rid of the "Remove" labels and then re-sort back on the key to get the Actions in the…
Adding actions in the process
Similar to adding modules/lists, there should be a way to add action into the process by selecting the action that are already present in the process and be able to add before/after the selected action. As the action will be added at the bottom on the process by default it is time taking process for moving action to the…
Level 1 Model building Lesson 4 Lists
So I am playing catch up and I cant figure out the correct mapping for the list. I am on 4.6.5 Activity Import Data into G3 Location List. It doesn't outline the file mapping and sources like it did in the previous activity so Im just wondering what the correct data is for that. I import the list but then I get stuck on…
Missing data in forecast version of REP03 module
Please help. I am Missing data in the forecast version of the REP03 module and cannot figure this out. I feel like I've checked everything three times, and don't know why the data isn't populating.
Import data into the P3 SKU list.
Good Morning Everyone, I'm trying to import data into the list P3 SKU . I couldn't find the view Build SKU in SYS12 SKU Details module though i have already created the Build SKU saved view, tried to log out to let anaplan synchronize but it doesn't help , I cannot proceed further . Any suggestions are most welcome .
Email alert/notification if any error in log
HI Team, I am looking for a shell script which can send an email alert/notification if there is any error in Anaplan connection/logs. Regards, Tushar Bachhav
How to avoid garbled characters when importing
Hi, I want to import csv file which has Shift-JIS encoding which is Unique code in Japan. I have a problem the text has "(株)", "No.". <Data source> No. <Anaplan> �� I think this text is windows's environment-dependent character. So I changed the import setting from Shift-JIS to windows-31, and I could solve it. Does…
Export data to Excel, later version
Hi all, I am wondering why, when exporting data from Anaplan into Excel, the file type is a Microsoft Excel 97-2003 worksheet? Why are we using such an old format? Is there an option available to export to a more recent Excel version? Excel 365? We currently loose functionality in this old type of Excel sheets. thank you!
7.2.1 Activity: Import Data into Product Details Module
Hello Please help, i spent already an hour and half to make a view needed in the task - i still have the wrong view. What I have The view needed Please help to solve!!! Thank you! Anton
import logic
Hi Anaplan Community, Below is the item I need help with this is regarding the clients extractor process. JFC will be sending 2 csv files for their extractor process. Below is the table with Months spread according to project name (this includes not in Budget – which is normally empty according to the user). Now the column…
10.2.2 Errors
Hello, Can someone tell me why I am getting errors? What happened to my total? Thanks,
Add a item number when importing to modules
Hi, I want to import "order" file to modules. I have several modules which has Item number List as Applies To. module A & B. I want to import this type of csv file. This order files don't have order no. So I have to add Item numbers to first row. When I edit the csv files, some Lineitem( other) has 0 on the dead will…
Export API call returns only module headers
Hello all, I am trying to export out data from a module via an API call using an existing export action. Have successfully initiated the export action and retrieved the file details (chunk numbers etc), however when I attempt to download the first (and only) chunk details the API call only returns the module headers…
Workspace message error while importing a file
Hi, I have a little issue, In my development model i have created a process in order to import members of a hierarchy list regarding code, name and parent, in one step of the hierarchy for exemple let say that we have 4000 lines, in the lower level we have 40 000 each with parent, code and name, when i run this process…
import duplicate list item
how can i import duplicate data from excel to list : remember there is no parent or code with in excel i only want to import main channel please check screenshot THANKS in advance
API Anaplan Connect Export Action give no data
I can set a batch file that works and exports data, a small bit, but if I switch the action to a different one, it returns only headers. This is the exact file minus username:password and action name and path are removed. To be clear, the action run by hand exports a csv and the data is all there. If I run it via…
Improving the quality of management reports when exported to Excel
The quality of the font on management accounts deteriorates when exported to Excel. It's OK when zoomed in, however just looking at on an A4 page it gets fuzzy. It may be that the resolution is too high?
7.2.3 name and country error
Can someone help with these errors. I have tried several times to fix. I must overlooking something.
Associating a list to a hierarchy
Hi, I created a Cost Centers list with values (1, 2, 3, 4, etc.) and a hierarchy of Business Unit lists (Business Unit 1, Business Unit 2, Business Unit 3). I'm looking for a way to associate each group of cost centers from the Cost Centers list to the Business Unit hierarchy. The hierarchy Business Units 1-3 values…
Export file into email
Hi, I have built a supplier forecast module and created an export into excel with added data from the list used in the module. I would like if I could make this export be divided so each supplier receive an email with their items and forecast Is this possible in any way? Since we have a lot of suppliers we dont want create…
L1 Volume Inputs Module
Hi Everybody , I got stuck while importing/mapping the data into Level 1 - Lesson 8 - REV02 Volume Inputs , I have attached the snap shots of each tab , Please advise the solution . Thank You
Error when importing from 2 other models, one works, the other doesn't
Hi I am importing data to a module from 2 other models. One works perfectly whereas the other import comes back with an error message 'The column headers in the file you are attempting to import do not match the import definition'. The source modules have the same structure apart from there is a numbered list in the source…
L2 1.3.3.2 import error
Hi, Need help on importing country flat list on l2 sprint one .as a flat list we need not to assign any [parent but withot assigning i am unable to import. what will be the correct mapping
copy between versions - current year to next year
Is there an easier or faster way to copy data from FY21 Forecast version to FY22 plan version without copying it module by module? Also, I need to keep the current FY21 plan intact. so the result on plan version should be FY21 plan + copy of FY22 Forecast. This is a model level change. Lag function doesn't work on version…
CloudWorks—This is how we use it, Part 4: Using CloudWorks APIs with AWS Lambda
In Part 3, we described the procedure for using CloudWorks APIs. But the main question would be, how can we use them? Indeed, we can find that having a dedicated screen in Anaplan itself is already a major step forward. And it surely addresses most of the future needs. Nevertheless, in our strive to open our platform as…
SYS06 Data Import
I'm trying to import data into the SYVS06 module and for some reason there is error with the size list item import. Please help.
L2 Sprint 2 - 2.3.10 - Create DEM03 Demand Forecast Module
I have inserted a formula successfully but i am not getting any values for other line items. Can anyone please help in this regard.
NUX Customize Load File message
Hi All, in NUX when Users need to load the file, they can see following message: It always says 'select the CSV file'. This is really confusing, because in this case Users are obliged to load Unicode Text file. Although, they always see CSV here. We are not able to edit or customize this message. Using classic dashboard,…
Interface from Vena to Anaplan
Hi I wanted to ask whether Anaplan can import data directly from Vena models or does a bespoke interface need to be developed to move data between Vena and Anaplan. Thanks Kevin

Importing and Exporting Data

Discussion List