Importing and Exporting Data

Process of Processes
Hi team, I would like the ability to run a "process of processes". Currently I have to maintain multiple processes that often have overlapping steps and it makes maintenance tedious and ripe for human error. Example: Process 1 - Refresh Cost Center Hierarchy Process 2 - Refresh GL Account Hierarchy Process 3 - Refresh…
Contracts missing after importing data
Hi all, hope you can help me. During my last data import to Anaplan, 2 contracts were not imported in. However during the import there's no error annoncement or log saying that these Anaplan has failed to import these 2 contracts. Only when users found out that their contracts are not visible on dashboard that I learnt…
How to Interact With Anaplan Application Lifecycle Management (ALM) APIs?
* What is covered in this article? * What is NOT covered in this article? * What pre-requisites do I need? * Introduction * Anaplan Setup * Postman Setup * ALM Process * Step 0: Create Revision * Step 1: Take Target Model Offline * Step 2: Retrieve last revision from Target Model * Step 3: Retrieve syncable revision tag…
Can't get my export right
Hi community members, I have created a saved view in which I enable a filter to filter out any rows which have a CIP value (kLOC) = 0. The filter uses a boolean line item in the module itself, which defines if the value is different than 0. When I look at my saved view, it looks good. However, when I export the view, the…
2.3.9.1 Import data into DAT03 Historic Volumes module
Hi, while running this import -Run Process 9 Import Data from the Hub, i am getting the following error. can anyone please let me know where i am going wrong?
load all data from Prod Env to Cert Env
Hello, The users have completed a forecast cycle in the production application. We have developed a new dashboard in the Dev application and moved it to the UAT application for user validation. To validate the dashboard, users want ALL data(actual,user-entered forecast, and data loaded from 3 other sources) to be Synced…
Increase limit of row field when pivoting
It would be really helpful for myself and colleagues if more than just three items could be dragged into the row field whilst pivoting a module. This would also be really helpful for zero suppression on Anaplan exports as well as saving the need to manipulate Anaplan exports in Power Query (or similar data transformation…
Level 1 lesson 4
Can someone tell me what the correct mapping is for this? Level 1 Model 4 Import data into P2 products list
How to upload a file using Anaplan APIs? [Anaplan]
0I wish to upload a file using Anaplan APIs but as mentioned in the API docs here is that Note: To upload a file using the API that file must exist in Anaplan. If the file has not been previously uploaded, you must upload it initially using the Anaplan user interface. You can then carry out subsequent uploads of that file…
Sync Multiple Production Models at Once Using ALM API
With the release of the new ALM APIs recently, I thought it would be useful to see a real-life use-case of how they can be leveraged. Oftentimes customers will have a single development model tied to multiple production models and when changes need to be pushed, the model builder must go into each production model to do…
How can I change the hierarchy of list parent in module
Hi, I'm figuring if it is possible to change the hierarchy of list parent in module line item For example, I have the following list 'Test 2' with child 'A' with parent '1' and child 'B' & 'C' with parent '2', where the high level of list 'Test 2' is list 'Test 1' with two list item '1' & '2' I have put the following list…
Create an action using command line/shell script Instead of creating an action in anaplan.
The below feature is not yet to be included in the Anaplan Connect: Create an action using command line/shell script Instead of creating an action in anaplan.
Working with Processes and Actions
Hi Team, Placing these here as a bulk request: 1. Would like edit/view contents of Action when I find it in a Process. Today I have to abandon the process then go find it from the Actions list. 2. Search Actions when building a process: When building a Process we have to scroll up and down the list of Action (which may not…
Action Logs Not Capturing List Formatted Line Item Copy Across Changes
Hi Community, My query is more from a workflow management perspective. I will try to explain my case below : 1) I created 2 test modules both with same structure of dimension and list formatted line items. 2) The idea is that one module will act as a clearance module, i.e., will clear the line item values in the Target…
File format notification for uploads in new ux
We need to able to see the exact format(txt,csv) below the upload a file when we do file upload in new UX. Currently what ever the format of the file the action is created, it shows csv only. This creates the confusion for the user on which format the file as to be uploaded.
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…

Importing and Exporting Data

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