Importing and Exporting Data

Extract User details from Model - Automation
Hi Anaplanners, We got a requirement where client wants to automate a daily report extract from the Anaplan to the source system for the details of Users and the Role in anaplan model. Assuming no ETL is been setup, what could be the best possible way of implementing this. Is any batch script or Postman helpful in…
New Source Files should be accessible by all Admins as default
When we are creating new data feeds to Anaplan via API, it will set the new file on private as default, which you can't change afterwards anymore. In our case the file would be created by our 'AnaplanCoE' user we are using for the API. It would be great if you can change the file that it will be the default for everyone or…
Dynamic User List
Hey, I am creating a dynamic user list, wherein I need users with a specific designation (A). Now i created a module, applied a filter and filtered all users with designation A which is populated into my list 'Users with A' however when a user who is updated into the list ('Users with A') but later is changed from…
Issue with swapped data in 12.4.4 Activity: Create Saved View for Profit & Loss Report
Hi there - I've got a question for activity 12.4.4 It appears that my data is swapped in the actual and budget columns. Being new to Anaplan, does anyone know how to untangle this? How can I correct the data? Any step by step instructions would be appreciated. Thank you!
Integration of Data from Anaplan to Power BI.
Hello All , My source is Anaplan data , i extract the data in CSV and do run a R-script for unpivoting the columns and then connect the updated CSV file to Power BI. Now , i have requirement to connect the data directly from Anaplan to Power BI. Any Suggestions ? Thanks for the help in Advance. 😄
Anaplan Connect 2.0 - Approaches to Anaplan integration using On-Prem integration platforms
This article is the last one on our series about Anaplan Connect 2.0. To refresh your memory on Part 1 & 2, go here and there. There are several On-Prem integration platforms that are popular amongst Anaplan customers. These include Informatica Power Center, IBM InfoSphere DataStage, and Talend Studio. However, none of…
Anaplan Connect 2.0 - Advanced Scripts
This article is the 2nd part of our 3-blogs series on Anaplan Connect 2.0. If you missed part 1, go here. Disclaimer:The scripts and examples in this article have been fully tested by our team, but they are not supported by Anaplan; if you have any issue, please use the comments below. Target Audience: Integration…
11.3.2 Mapping Issue
Hi - I am stuck on 11.3.2. It appears there is a mapping issue with location (see screenshot). When I try to manually map the locations to the regions, it will only allow me to select one city. That's problematic because there are multiple cities that belong to a region. Can anyone offer me advice? Everything else is…
Search Option
Hello Modeler's I would like suggest one enhancement or feature, this is the thing I feel like anaplan should have search option. As we know most of us not like to scroll a lot for what we need. I found this while doing import action from anaplan with connect to anaplan models.There will be a lot of saved views we have and…
Level 1: 8.5.3 Activity- Unable to import data in Volumes module
Hi Guys, I am unable to load data in Volumes. The issue is that file is loading sum of all the columns into single month. e.g. in Jan'19, data for Jan'19 from file should load, but it is first summing up data from Jan'19 till Dec'21 and then adding that number in Jan'19. Same process repeats for all months. Can you please…
Phone Cost for Sales Department
I have been trying to figure out how to solve this issue that keeps popping up when I enter this formula: IF Employed? THEN 'EMP03 Employee Drivers By Role'.Phone Allowance[LOOKUP: 'SYS08 Employee Details'.Department, LOOKUP: 'SYS08 Employee Details'.Role] ELSE 0 I know it is something with the Roles list and the…
Level 2 Conclusion: INV05 Import to OTH01
Hello, I am trying to import the INV05 file to the OTH01 module, but I am getting an error message in regards to the fact that the INV05 export file has half-year time periods (ex: FY20H1). I've tried to use the Show function to hide them and the Months Only? filter as a way around it, but no luck.
Auth for Rest API issues
Hello, I have recently started to recieve the error "The underlying connection was closed: An unexpected error occurred on a send." when trying to authenticate with the REST Api. This code worked fine last week and now it's failing. I am using RestSharp/C#, can anyone see what my issue is? I don't believe that I have…
Level 1 Training: Unable to load data in Employees module
Hi Guys, I am following level 1 training, but at the step 7.2.3 Activity: Import Data into Employee Details Module, I am unable to load data as it is shown in the snapshots. The issue is E2 Employees# list is a numbered list, so getting confused on its mapping with the target module. Second thing is the source file has…
Customized exports from UX Page
Hello, I was wondering if it is possible to customize the export of UX Page in PDF format for the end user. What do I mean by customize? Now we have created a UX Page, from which data export in PDF format is generated (it contains tables, charts that are on this page) - the data for the corresponding page selector is…
More than one value for non-numeric cell - Boolean
Hello, I have a input module published to a dashboard that allows planners to enter new headcount for their departments (Planner Dashboard TBH Input - DB View). I import this data into another module that doesn't have the department dimension (To-Be-Hired - Input). The purpose of the dashboard module is to prevent planners…
Level 2 conclusion INV01 export view
I have created an export view from my INV01 module. I've been able to deselect the hierarchy for the products but when I try to deselect levels for time the option is greyed out. I've tried pivoting the view and that still doesn't work. The export looks like the example except for the monthly summary. Can someone help me…
Actuals load time
Can anyone share how long it would take to load ~20M records of actuals into Anaplan ?
[Start Here] Transactional APIs – Part 1: The Basics
Welcome! We’re so glad you’re here. We’re shining the spotlight on Anaplan's Transactional APIs and we’ve crafted this blog post to cover the basics like what it is, who is it for, and a high level overview of some use cases for them. Let’s get right to it! What are Anaplan Transactional APIs? Data integration is a key…
Dynamic target version for import to module
Hi, I would like to know if somebody is out there to help me with a problem 🙂 Each month we make a Sales proposal in our source module (in the version Plan Proposal). After approval of the proposal, the values of the plan proposal should be copied to a different target module. We need to copy the values starting from the…
Pasting Multi-Line Cells from Anaplan to Excel
I'm experiencing an issue where copying multi-line cells from a default module in Anaplan does not properly paste into Excel. In the attached image, I'm copying three rows from Anaplan to paste into Excel. Instead of pasting 3 rows, the second line within each cell of the "Admin Comment" column is shifted down and to the…
Informatica Import from file via Process
Is it possible to run an Anaplan process from Informatica in one Informatica step with the standard data import process? Or do you have to call each action individually in Informatica and set up the sequential ordering (A then B) in Informatica? Process: Step A = Import into list from file (builds Anaplan code from UID)…
Cancelling Import will remove any partially imported data or list items
As a user, I would like any partially imported data or list items to be removed when I cancel an import. Currently, when an import is cancelled mid-way through, any partially imported data or list items will remain after the import is complete. However, the history will show that the import was cancelled. This will help…
Level 1 Model Building import data for Non employee model
Hi all, please help me in importing the data of non employee expense
Lesson 7 importing employees
please help me to correct the format exactly with anaplan screenshot given in leaning centers for example i need SHALA ENGLE in first column
Level 3 Sprint 1
Hey, Its regarding Level 3: Sprint 1 : User Story says " Import the Financial Forecast data from the Level 1 FP&A model" I have used the "Baseline+Financial+Forecast.csv" file for now. Can anyone help me to identify if the mappings given in the image are correct? Unfortunately, I am getting the error "Invalid line item…
Confused as to why this import is not mapping automatically
I am trying to build a process where end users can upload values into an input module. Ideally they can export out the template from Anaplan and then update the values and then import the updated csv into the Module. However when I am trying to create the import action the automatic mapping for the field Sales Plan Region…
How to use Talend with CA Certs and Transactional APIs
In this article, we will illustrate an example of real-life scenario involving Anaplan's Transactional APIs with Talend and CA Certs. If you haven't already, we recommend to start your CA Certs journey here and then there. Pre-requisites * Talend Open Studio Knowledge * Anaplan REST API * REST API & JSON * Python…
How to leverage sample codes to generate authentication strings from CA Certs?
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Commission % on employees details module
I have imported the data into the employees details module. everything is correct however the commission % is not showing correctly. The correct format is 0.15% and the imported format is showing as 15.00% what am i doing wrong? screenshot attached.

Importing and Exporting Data

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