Importing and Exporting Data

4.6.5 Model incorrect
Hello! My model is incorrect, I assume it's from incorrect Mapping. Should I delete and re-enter the .CSV file? How is this accomplished? Thank you. I have added my screen shot below.
How to update number with rules when importing
Hi everyone, I am trying to update the number during importing. For example, for 2021, I have actual data from Jan to June and forecast data from July to Dec. the target module is on yearly basic, therefore I would need to combine both actual and forecast for 2021. I want to do the import in two separate action: 1. import…
Export Action in New UX
Is it possible to create an Export Action (Grid view export of the current page) that adjusts to the grid in the UX instead of the grid in the model?
[Start Here] Anaplan APIs in a Nutshell
* What is covered in this article? * What is NOT covered in this article? * What pre-requisites do I need? * Introduction * Authentication * Integration API * Bulk API * Transactional API * CloudWorks API * Application Lifecycle Management (ALM) API * Audit API What is covered in this article? High level description of…
Transactional APIs - Part 3: SQL Query Anaplan data using Transactional API via Data Virtualization
Here’s a sample transcript of conversations I routinely have with our customers who are new to Anaplan platform: * Customer: I have a need to query Anaplan ‘table’ and integrate Anaplan data to my database. Is this possible? * Anaplan: Certainly, using Anaplan Transactional APIs, you can query a saved view and output the…
Unable to Load Employees File Properly - Added Parent in Column
Hi Team, I'm at Lesson # 4. (4.8.2 Activity: Import Data into E2 Employees# List). I've uploaded the Employee File and added one extra Column for Parent and for the first 56 Employees I've marked the "Sales" as a Parent and for the Rest 56 Employees I've marked "Production" as a Parent in Parent Column. However, when I…
Anaplan Connect: Convert excel file to csv file in script using Linux environment
Dear Expert, Good day! Would like to seek your inputs with regards to converting a excel file to csv file in the script using Linux environment (Version: SLES 11 SP4). Please advise. Attached file is the excel file to retrieve the current date (sourcexlsFile.xlsx) and csv file as the expected result(destinationcsvfile.csv)…
Issue with import action when importing data using saved view
Hi all, @Misbah I am trying to import data from saved view to module and i have applied some filters on that saved view depends on filter the data getting updated and at some point of time the saved view getting empty because we don't have any data as per filters(as per requirement its working as expected) so when we run…
Python API with Anaplan || Import || Parameters
Hi, While running an import or process through python API , is there a way to check if the import or process needs a file and which type of file is required? In other words, I need to check if the import is a model to model or csv/txt import and in case it uses a file what is the type of the file required. Any help would…
DAT02 Shipping Metrics Module
How to import data in to module - DAT02 Shipping Metrics Module? Not sure if I missed this on what but during Sprint 3 I realized there is no data in the module. Thanks
Export with same formatting
Hi, Is it possible to export with the same formatting as the module / dashboard ? e.g. I have zeros showing as blanks or dashes, but when exported, it's coming up as 0 in the excel. Thanks in advance,
Manual import in the PROD model
HI: We have just created a DEV and PROD model setup. During month end, we need to import data into the PROD model, and we have setup actions to do some of these import, which it does work. However, if I decided NOT to use to action to perform the import but use the manual import function instead, this error appears…
Countries with comma as decimal setting - How do you handle this for importing CSV files?
We just encountered a bit of a hiccup with some of our countries saving and loading csv files to our model. It turns out that countries using comma as the decimal have this issue in Microsoft Excel. When they save as a csv, it uses a semicolon as the separator. Even if you change the separator option in Windows/Excel to a…
Data Export to a customized name instead of default module name
When we export data from Anaplan, sometimes we want to keep a customized name instead of the default module name. If we save an action with our preferred name, although the Export Name is changed, when we click "run" actions, it will still be exported by the default module name. To solve this problem, we can create a…
Run-off activities and innovation
Hi! I'm currently working on a KTLO project within Anaplan and we are looking for new ways to drive more impact to our client and innovate in our run-off activities. For example, we have come up with a model size tracking dashboard in order to do quality checks on how data gets uploaded every day. If we detect a huge…
Reject entire import if there's an error
I am building a model where I need to reject entire import whenever there's any error during import process. As of now them action runs and the module/list is getting populated but the cell which had incorrect value(reason for the error) is not, leaving it blank. This case is not ideal for the customer and they want to…
Level 2 Sprint 1 Activity 1.3.4
Hello guys, I'm having trouble completing activity 1.3.4. I think that I'm supposed to refer to SYS05 for the region code when importing the parent to SYS06. Below is the capture of my mapping. After running the import, the "Region" line item on SYS06 is still empty. Your tips would be much appreciated. Thank you
Finditem Fails to Detect Valid List Member
Hi Anaplan, I've come across something strange and wanted to ask if anyone has any ideas what is going on or if this is a bug. I am creating a List using a Saved View that contains a list of codes (text) to be added to a list. The import action is set to use code only, and the source codes are imported into both Name and…
Running a process results in The uploaded file is no longer available; please upload the file again
Hello, I am trying to run a process by ID after I upload a file via API. I get the error "The uploaded file is no longer available; please upload the file again" The file uploads and there are no issues, I can see the data in the console. When I upload the file via API, I see the file is set to "This file is not shared…
New features for Bundling Actions.
Are there any new features recently released that can be helpful in streamlining various actions into a process other than the usual way a model builder does it?
Export module with comma as decimal separator
Requesting an enhancement to be able to export to file with comma's as the decimal delimiter. At the minute the export is not using the Number format options of the line items. So if I set my line item format to have Comma as the decimal separator, the export ignores it. If there's an Import option to do this, shouldn't…
Run multiple 'Delete Actions' at once
There should be an option to run multiple delete actions at once under the Actions tab. PROS: Time Save Faster execution (Extra space)
Delete items of list with no parents
Hello all, I'm trying to delete items of a list that are not linked to a parent. Therefore i cannot use "the delete from list using selection" action. Do you have any tips to achieve that ? The list is quite huge so it's difficult to do this clean-up manually. Thanks for your help, Maxime
Calculated Codes using Attributes - Best Practices
We are working on a project to migrate from an Employee Hierarchy to a Position Hierarchy in Anaplan and are looking from some input from the community on Code Creation best practices. Since we do not have a good external source of data for position code, we've decided to create our own Position code within Anaplan. At…
Allow for more control around duplicating, adjusting, and managing Exports
Imagine you need to update an export with a new column, but you want to retain the previous export for another group. In order to create this new use case, you now have to create an entire new export OR you have to inform the other team that you are adding in additional columns (even if you are allowed). Once you do fix…
Creating custom codes best practices
What are the Creating custom codes best practices. I cannot find in custom codes creation video please.
Import using Python api insert not happening only update
Hello Team, I am trying to import csv data into Anaplan using API 2. but whenever I import new data is not being inserted old values are being updated correctly. When I import new data using browser it works perfect. dataFile = open(data.csv, 'r').read().encode('utf-8') fileUpload = requests.put(uploadURL =…
Level 2 FP&A Build Guide for lost Level 1 Model
Hi All, I just completed the level 2 sprint 3 exam and I need to rebuild the level 1 FP&A model. I followed the given instructions, Level+2+FP&A+Build+instructions.pdf (anaplanenablement.s3.amazonaws.com) however I'm running into a few issues... I built my P3 SKU list and the DAT02 SKU Volumes Module in the FP&A model, but…
Execute Import Action from Source Model
Currently, the import action needs to be defined and executed on the destination model. (Import by "Pull") Though the authority of the destination model should be set, it will be useful to execute the import action from the import source model. The improvement will be helpful to enable freely set the action execution…
IMPORT failing - Not sure WHY?
Hi All, I am unsure why the Import is failing whilst import into dimensioned / non-dimensioned module.. Import snippet: 1st & 3rd columns are List Item Property Whilst Import it is failing due to duplicate values: The final output in module is the consolidated values of all number types.. Screenprint from BluePrint (not…

Importing and Exporting Data

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