Importing and Exporting Data

DocuSign Connector: Part 3 - 5 tips and tricks you didn't know about the DocuSign Connector!
* 1: Set Signing Order First * 2: Use Saved Views to your Advantage * 3: Use 1-Dimension Output Module * 4: Use Flat Lists * 5: Do not use 'List' format Before we get started, if you need a refresher on the DocuSign Connector, go here, and if you want to leverage Anaplan, DocuSign and Box, go there. The Anaplan DocuSign…
DocuSign Connector: Step 2 - Layering in Box
* Phase 1: Setting up Box * Step 1: Set-up your Box Folders * Step 2: Format all Folders * Phase 2: Setting up DocuSign * Step 1: Add a Box Recipient Layer in DocuSign Workflow * Phase 3: Setting up the Anaplan Model * Step 1: Update Model Logic * Step 2: Add the Box Layer Line Items into your Output modules * Phase 4:…
[Start Here] Anaplan Connector for DocuSign – Part 1: The Basics
Welcome to your introduction to the Anaplan Connector for DocuSign. What you’ll find here is a quick walkthrough of the DocuSign connector, where we’ll quickly cover the basics of what the DocuSign connector is, who it’s for, and a quick discussion of some popular use cases for it. Let’s get started. What is the Anaplan…
List Item Count Reset Accessible via Anaplan Connect
Description: The ability to trigger the “Reset” action/button in the list configuration tab (for numbered lists), using Anaplan Connect to automate this process. Example of Enhancement: Anaplan Connect has an operation that enables reset of a list. And the index for a list can be reset without limitation (i.e. it doesn’t…
'cmd' is not recognized as an internal or external command - while importing
Hi, I am trying to use a bat script to import in a list. When I manually enter username and password in the script, it works fine but when I change it to read it from a .txt file, it shows the error: "'cmd' is not recognized as an internal or external command, operable program or batch file.". It's not like there is an…
Schedule model-to-model imports in Anaplan as often as you'd like
Use the native capabilities in CloudWorks to distribute data from the Data Hub to Spoke models, or between different models in the platform, any time you want with its model-to-model import functionality. No activation, add-on services, or technical resources are required to use—everything you need to move data between…
Allow DCA on actions
It would be helpfull if DCA is enabled on actions & processes. So a lock model functionality blocks a user from being able to upload on top of not being able to manually input numbers. Thanks
Export not Utilizing Filters
Hi Anaplan Community, I am working on a dashboard that includes a module with 3 dimensions (list 1, list 2, list 3), one for each dimension. On the dashboard there is an additional a module with a single line item that is list formatted. The second module is page synchronized and works as a drop down selector for the…
Informatica Scheduled job
I have an Informatica Linear Taskflow that consists of running some exports in Anaplan (via mappings) and then moving the output files to an FTP via Informatica FileProcessor (with Filemove in a Synchornization Task). This works great, when Anaplan has data to export. The problem is that this job is scheduled to run 3…
CloudWorks–This is how we use it - Part 5: Model-to-model
If you need a reminder on CloudWorks; go here. Why we are excited With the new CloudWorks release comes a long-awaited feature: “model-to-model" (or M2M) actions. Until now, you had 2 options to automate Anaplan-to-Anaplan flows: Implement a third-party tool such as Anaplan Connect (requiring a server that can run Java) or…
Building a Chat Bot - Part 1: using AWS
* What is covered in this article? * What is NOT covered in this article? * What pre-requisites do I need? * Introduction * Using Anaplan APIs on AWS Cloud * Authentication * Create a role * Python Code * Examining the code * Best Practice: Information encryption * In summary What is covered in this article? First of…
Level 2 1.3.10
Hii I am not getting G3 distribution center column eventhough i created subset for Try it hierarchies I am attaching some screenshots..can anyone please reply where i am doing mistake
API Import Error : There was an issue with your file upload: 500
We had to reset index count of a list after which we imported data using Postman into the module. Airflow DAG for the process which uploads data in the above module/list have been failing since that day when they run for the first time. However, when re-triggered they run without any errors. What will be the solution for…
Import data with source and target items differences
Hi All, I need to import some data, but the source items are different that the target items. Source items end with "_EN". What options do i have to upload this data? Thanks,
Using NUX forms can cause rollback on duplicate code input
Hi all, Our team is in the process of converting from legacy/old dashboards, to NUX and one feature that holds a lot of promise are the NUX forms (for the purposes of adding to lists). The old dashboard style made it a bit clunky for creating new list items with controls and prerequisite inputs, but the forms are…
Import Enhancement: Tab- Line Items: Being able to select Multiple, All, or blank "Mapped to"
Currently when Mapping a file, view, or similar, if you have extra line items/columns, Anaplan doesn't always identify that a new line item is selected, and takes multiple attempts to have your selection identified. (Bug, and I use Chrome with 90% zoom) Being able to Map everything you are going to map, then select all…
level 2 conclusion DEM04 Demand Saved View
Does the below screenshot look correct for the DEM04 Saved View? The directions say that the product should only have a Product SKU Level. Also, are we supposed to actually export out a copy of the saved view?
Level 2 Model Building conclusion - Import
Hi, I am having some trouble importing the Shipping cost export into the OTH01 Non-Employee Expenses module. I am getting the below error. I have also provided additional screenshots. Can someone please help me on where I may be going wrong? I'm so close to finishing up Level 2. this is one of the things that is tripping…
Remove a selective access by import
@Tomishand I recently needed to have the ability to remove selective access for certain users from a selection module and a model-to-users import. The documentation on Anapedia is not very clear on the subject so I thought I’d detail the steps here. We import the code of the items to add in the Read / Write though…
Excel Add-in No Access Error
Hi, The following problem occurred : Excel Add-in does not allow me to look at the Saved Views of some modules, giving the error No Access. It is important to note, that the modules themselves are large, but there is much less data in Saved Views. Is there any solution to this problem, provided that you do not want to…
Region importing issue at 1.3.4.3 Update SYS07 Location Details Module LEVEL 2
Region importing issue at 1.3.4.3 Update SYS07 Location Details Module LEVEL 2 While importing the location.csv into the SYS07 Location Details module, the region part is not uploaded properly. why? because: It is the reason that region flat has 3 line items: AMER, EMEA, APAC. However the csv DATA file attributes the…
2.3.9.1 Import data into DAT03 Historic Volumes module
i am trying to run process 9 but i got this error can somebody please! help me
How to remove a dimension from a pivot?
Hi, Does anybody know how to remove a dimension from a Pivot? I need to remove "time" from the "Pages" (See below). Thanks Juan
Lock overwrite of snapshot
Hello, I am currently working on a scenario planning model, where I have two custom versions lists. My first list is a "modeling scenario" list, which is user editable. And once the users decide to lock their assumptions, they create a new "snapshot scenario" and run a process to copy over the data from the modeling…
Exporting data from Anaplan to Qlik sense.
Hello team! I am trying to export data from Anaplan to Qlik Sense and I am following this documentation. However, I could not download/install the Rest connector that mentioned in the documentation. It looks that it does not work. Is there any other ways to Export the data from Anaplan to Qlik sense. Thank you!
8.5.2 Activity
Hi All, For activity 8.5.2 I am trying to import data into the price book module. However is picking up the Time dimension and it should according to the learning material. See below how looks now This is how it should be Does anybody know what the issue might be? Thanks
Anaplan and ServiceNow Integration possible ?
Has anyone connected ServiceNow to Anaplan to display the ticket information on dashboard ?
Anaplan api get lists issue
Hi guys Is anyone having issues with retrieving lists end point via api ? I am getting below error https://api.anaplan.com/2/0/workspaces/myworkspaceid/models/mymodelid/lists {'Authorization': 'AnaplanAuthToken mytokenvalue', 'Accept': 'application/json'} { "status": { "code": 404, "message": "Not Found" }, "path":…
Import Data into Product Details Module
Hi I'm struggling with the 7.2.1 Activity: Import Data into Product Details Module. I have attached the screen shot. Can I please get some help on this. Thanks
API Calls for "Export PDF" in Reporting
It would be great if Anaplan had API's that could call for the "Export PDF" in reporting. Allowing for this would give customers a flexible way of automating the exports at whatever consistent frequency needed. Thank you..

Importing and Exporting Data

Discussion List