Importing and Exporting Data

Option to select Column Headers starting column(optional)
Hi All, I am seeing this error for a long time, so I thought of sharing this here, there might be a solution which I don't know. if there is a solution pls share it. Let's assume I have an import template as follow Column 1 - Display Name of the List Items Column 2 - Unique Code Column 3 to end - TIME(JAN 21, FEB 21,...)…
Mapping issues
Hi, I'm having trouble mapping this excel sheet. Attached is a snap shot of what I'm trying to map and also the excel sheet I'm trying to map. Please advice. Thank you
Pulling data from Source systems into Anaplan
Hi Team, I am searching for some information to connect Anaplan with different source systems. Is there any white-paper as such to know which will be the best way to connect different source systems to Anaplan for planning purposes? Also, if I may ask about IQVIA, Integrichain, SAP and other ERP sources? Does getting the…
Trying to load from file to module data
Hi Community, I'am developed following dashboard to our end user. My problem is that if I want to load local accounts from a file - all local account will goes ignored state. The module contains a numbered list. My primary key in the module is combination of company+local account number. My question is that how can I…
Help With Level 1 Model Builder Section 7.2.3
Hi there, I was doing really well on Model Builder Level 1, but I have become stuck at Section 7.2.3. I have downloaded and saved the data file "Employees.csv" I went to module SYS08 Employee Details Went to Data -> Import and picked the saved CSV file Please can you assist with the Source Columns I should use? I picked…
Increase Size of the Action Icon for Additional Insight Cards with Actions
When working in a worksheet the user is able to add various cards (text, field etc.) to the additional insights pane and even add a process/action to these various cards. However, the Action icon in the top right of the card is extremely small compared to most large blue processes Anaplan offers in the UX. Can we increase…
Banner export practices are leaving orphan Budget Items in Anaplan
Ok, so this is a weird one for sure. The implementation team suggested that we exclude zero balances when exporting Budget data from FGBOPAL to keep the Anaplan model size as small as possible. We recently found that there are times that a value will get imported into Anaplan creating a balance for a Budget Account. If…
Power BI connector - Invalid Credential
Hello, I followed the process "Anaplan connector Power BI Desktop" in order to see an export file in power BI. It worked the first time, but every time i reopened the file in order to see the updated export in power bi, i can't connect to Power BI because of "Invalid Credential", and i can't connect to Anaplan either. Is…
Level 2 Sprint 3 - issue import shipping, DC from Data Hub
Hi, I need some help, please. I am digging a hole, chasing my tail, hitting my head against the wall, and drinking too much coffee…to no avail. Level 2 Sprint 3, lesson 3.3.5 Activity: Create Inventory Ordering – shipping method data SYS07 Distribution Center Details and SYS06 Locations Details have no data. It has their…
how to update flat file daily.
Hi, I would like to know how I would update my model daily with my Flat Files that I have. i have created the actions and placed them on a Dashboard, but need to know how I would update theses files daily and run the actions? Thank you
Let end user add multiple items to a list
Hello, The organizational list of my business in Anaplan need to be updated every week, because there is a lot of new client. One end-user need to have the possibility to add several items in the same time in this list. I created a form to let this user add item to the list but the user can only add one item , and this…
Import Mappings: "FY" added to line item name
Hi community, I have a source module with a year time scale. When I try to do an import from this module, Anaplan adds "FY21" before every line item. Why is this and how can I get rid of it? The "FY21" comes from the current month setting which means that when the year changes, this mapping breaks. I find this extremely…
Current page filters and sorts are applied to all pages of multi-page exports
This item has been identified as an outstanding known issue. Issue Setting a current page filter or sort and then exporting this data to file, will apply the current page filter/sort to all pages of the data. Workaround Remove all filters/sorts, export the data, and apply the filters/sorts in Excel --- Internal Reference:…
Can We Import /Export Files from Windows with SSO Credentials ?
Dear Experts , Could you please Assist me with my query , Actually i have received SSO for Anaplan System Access . Can I import/Export the Files from Windows? or do i Need Basic or CA authentication as a prerequisites. Also i am not having Model Builder / Workspace Administrator role. I would really appreciate for your…
Action Button to Trigger Outbound Requests (GET, POST etc.)
It would be great to have a button on new ux available that could be configured to send an outbound request to an external endpoint (GET, POST etc.), for now even an empty request could be helpful, but bonus points for allowing a configurable payload within Anaplan. This would allow us to seamlessly execute external parts…
Map attributes to time
I have a source file including 12 columns with the period of the current year. This file needs to be periodically updated into the Anaplan model. The file contains headers such as 1, 2, 3, etc. and I have to map these to the time dimension for the months based on the year the file is uploaded. Can anyone help me with this?
Work with Microsoft to make an Anaplan - PowerBI connector
It would be great to have a Anaplan connector in PowerBI (same idea as Excel and PowerPoint connectors), to have a live interfacing of data.
Apptio - Anaplan
Have any partners or customers encountered an Apptio - Anaplan integration? At its core, Apptio is an IT budget/spend management tool that seems to do a decent job managing the complexities of a large IT landscape, but integrating that (rather than ripping and replacing) with Anaplan could have some pretty awesome…
Having trouble mapping a flat file
Hi, I'm having trouble mapping this flat file into my Module. It will not let me manually map my data when I choose that option. Please advise. Pics are attached. Thank you
Level 2 - Sprint 2 Import into DAT03 Historic Volumes using actions
The instruction states to 'run the 9. Import Data from Hub process to pull data from the Data Hub model into the DAT03 Historic Volumes module in the Supply Chain model.' I ran into this problem while trying to run all actions in process 9. I checked my Data Hub and nothing seems to be wrong with DAT03.Export view.…
DCA working differently for similar scenarios
Hi, We have implemented DCA and applied the Read/Write access drivers in other Modules , post which it has actions to be executed. Once the processes are run, DCA works differently in 2 scenarios as mentioned below: 1. The data for the process "creation of staging list" executes but does not update the data (Step C :…
Re: Issue while importing data using one of the mapping options 'Ask each time the import is run'
Hi, I am trying to import data from one module to another. And in one of the mapping, I gave the option as 'Ask each time import is run'. The issue I am facing is it is not mapping to one particular record, instead, it is loading all the records into one record. mapping Importing from this module Importing into this module
Event based changes in models
As an integration admin, i need to be able to share in an event based logic any time my model is changing calculations. This could look similarly to the "history" log, with the exception that it would allow to be read through the api and show any before / after calculation made (and not just the input values changed by…
Api allow standard application contents type
As a data integrator working on industrializing data flows into anaplan from multiple application, i need to be able to consume standard data formats like json files. This is necessary to be able to call an api which will send me response typically in json format (standard restful for api) and consume the response with…
Level 1 - Lesson 7.2.1
Hello everyone! Lesson: 7.2.1 Activity: Importing Data into the correct Columns Issue: I have this error shown in the screenshots below. I tried to change switch around the sources but to me, this was the best solution. I also need to go back to my general list and delete out the product code data. I need to redo my import…
Decimal points dropping off amounts when uploading data file
I am uploading a .csv file with amounts that have dollars and cents. Whether the columns in my module are set to use decimal places or not, it is not recognizing the cents. 1633.34 shows up like 163334 when no decimal places are formatted and 163334.00 when I use 2 decimal places. Is there a way to see the amounts in the…
Actions in new UX
Hi Friends, I have actions and process created in old dashboard. I want to bring that in the new UX. I am trying to assign cards with Process but it is not getting saved. Any suggestions, will be of real help.
When missing code / unique identifier in transactual data (general ledger) for list dimension
Hi, What is the best way of treating a general ledger, in other words a big data transaction file, that is required to be in the data hub and is missing a unique identifier for each row, i.e. something to be used as a code for the list that will act as the dimension for the DATA module? I could create my own code in the…
Urgent help requested
Hi Friends, If my file is no longer available in the server. Then after importing the file and manually running the action. Will it read the file from the server instantly or in the job run time.
Anaplan Mulesoft Connector Refresh Token Issue
Hi Team, We are using Anaplan Mulesoft latest Connector for our client and With certificate authentication or basic authentication, Anaplan connector is failing while getting Refresh token after every 30 min. This behavior is happening randomly. So when 30 min completed and we send a request it is failing because of…

Importing and Exporting Data

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