Importing and Exporting Data

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…
Anaplan SSL wrong version number issue in Import action
Hello Team, I have Pyhton code that connects to Anaplan using API 2.0 and import data.I am using proxy server to connect. This was working fine until yesterday we found below error from my application. Error occurred:- Exception method name:- auth_request exception details:- HTTPSConnectionPool(host='auth.anaplan.com',…
Level1 7.2.3 Activity mport Data into Employee Details Module
I'm processing Level1 training and I can't understand how to deal with "7.2.3 Activity mport Data into Employee Details Module" . Could you tell me how to set the Mapping tab (Source) also #E2 Employees Tab ?
Formula to get a Line Item formatted as a List based on a Trimmed data field
I am importing data with a field that has the names trimmed from a list. What formula can I use so that that rediscovered name corresponds to the name of the list in Anaplan?. Let me try to show this example: Data TXT File: Crititcal Line Abrev Field:AllocCrediDirecFixed Anaplan List: Critical Line List:AllocationsCredit…
Microsoft Excel Add-in 4.2 Issue on Data in Excel
Hello, I hope you're doing well... I just have a quick question on Anaplan MS Excel Add-in 4.2. Situation: 1. In Anaplan, I set up a workflow such that, when the data is submitted, the data will turn from blue to black, which means cannot be edited anymore. 2. When I set up a connection in Excel Add-in, those cells that…
Anaplan connect Model to Model import
Hello All, I am looking at the Anaplan Connect documentation and I see the section Model-to-Model import which mentions the option to import from list and module. How about importing from SAVED VIEW. In cases where we want to import only certain items via view, how would we use Anaplan Connect to import. Also, the document…
Creating a new model - issue
I got stuck at one point in building a new module and I thought maybe someone could give me some advice. 1. I built an INPUT MODULE that has a lot of line items (about 30) - some of them are filled uploaded file and some are calculated based on other line items. For this INPUT MODULE data is loaded for two version…
Anaplan API: Basic Authentication failed for Linux
Dear Expert, Good day! Would like to seek your insights with regards to Process script issue using Linux interface as below. Thank you in advance. Check list done as below but still the same error “Anaplan API: Basic Authentication failed” * Anaplan access checked (able to access the workspace and model) and password…
Import from Excel using Cloudworks
Hi, Is it possible to import data from an excel sheet placed in my desktop to Anaplan using cloudworks? Thanks
Level 2 - Sprint 1 - Data hub - 1.3.10.4 Check Your Work - not getting data as expected
What is expected: 1.3.10.4 Check Your Work After completing the import processes, the G3 Location list in your Data Hub model should look like this example: but what i get is: 😞 Below are from other lists: G1 Region: G2 Country: i feel i missed something in the G2 Country, but please check the above screen shots and advice…
Sprint 1 user story 4. I am stuk at 1.7.3.2 Import into SYS08 SKU Details module
I am stuck at 17.3.2 Import into SY08 SKU details. I am importing SKU details saved view from Data Hub model. However I am not able to do the target mapping. I have attached the screen shots. COuld not move further due to this. It would be great if someone point out where I am going wrong.
Can I export a saved view?
Can I export a saved view or will it export everything?
Import Issues
Hello all, I am having some issues in importing the data for Level 1 Lesson 10.2.2. I have made the module correctly but when it comes time to import the data I keep getting the following error messages. Is my matching correct or have I made a mistake somewhere? I have attached screenshots below. Any assistance is greatly…
Importing data with two dimensions?
I'm playing around with Anaplan to learn better how it works. I want to import population data (see below). The data in the csv has country on the rows, years along the columns and the respective population it the cells. In Anaplan, I have created a list for the countries (with the codes) and I created another list for the…

Importing and Exporting Data

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