Importing and Exporting Data

add export qlik extract of an existing report to a dashboard
hello. anybody to help how to create a Qlik extract for an existing report and add this function to a dashboard? thank you.
Text to Date conversion
Hi All, My import has dates in following format: "01-sep-20" and I want to convert it to monthly date "Sep 20". I was trying combinations of PERIOD, DATE, VALUE: PERIOD(DATE(VALUE(LEFT('DATE (txt)', 2), MID('DATE (txt)', 4, 3), VALUE(RIGHT('DATE (txt)', 2)) But it seems that it won't work because it doesn't recognize…
Log for load
Hi Anaplanners, Is there a way by which I can get log history of records, when data is loaded through Integration. Ideally, the history log in Anaplan can just let us know for the number of records which gets loaded, not the one which were ignored. Is there a way to find that through Anaplan? Ideally if we manually load a…
add a button to a board and assign an action to it
hello everybody. I am a new here. was assigned to a relatively easy task, but do not know how to solve it. to describe the case: 1) there is a working dashboard. 2) for example it has a grid and an extract button. 3) now my task is to add another extract button, to export what in the grid into a .txt file, so the managers…
add new item to an existing dashboard
hello. dear anaplan community. I am new here. I would need help with adding new items to an existing dashboard. anybody who can help? thank you.
Imports using API
In the link below, it says that in order to carry out an import, "You must be the user who created the import definition. You can only import using the import definitions that you have created". Does that mean that the imports are user-specific? Or would the API be able to use any action that had been set to admins only?…
Level 1 SYS08 Employees Details Module
Hi I was able to import the details without any error messages and I have progressed through to lesson 11. I just have one question about the module that I see. Why is the Dept Code in full such as 'Sales' and why is the country code in full such as 'Canada'. If it is the code shouldn't that column have only codes? Or is…
Issue Importing on Code
Hello, I am having issues importing data between development models via saved view. The model is trying to import Activity and Account Categories based on Name (or line #), whereas we need it to import based on Code. I'm not sure why this is defaulting to import based on Name, since these Activities and Account Categories…
Run an action in Anaplan using Informatica Cloud
Hi there, I have an action that will load data from my HUB model to Prod model. Usually we go into the actions tab and click Run on the action itself. Can i create a job in Informatica Cloud to run this action for me? When i create a new task in Informatica Cloud, it asks for a source and a target. Can i simply tell it to…
IS Summary
Hi All, I just wanted to understand the importance of Is summary in Anaplan. I have a module created with Is Summary switched on for a line item in my module which is preventing that line item from coming in the export view taken out by omitting summary items. When I remove the checkbox from is summary for that line item I…
Data import of different Dimension
I apologise for asking a basic question. As I have none to assist, so seeking assistance from Anaplan Community. The Source Data Module has Yearly Values. The Target Data Module will copy all the values in Weekly as well as Monthly. Please assist me, if any Document is there in Anapedia, mentioning the way out.…
Urgent ques
Hi Friends, I have Dev & Prod model sync. After that I have entered few data in Prod (imported 5 times) but didn't sync. Now I find data was wrongly entered and I need to revert back to data (2 times back as it was). If I restore to Model History, will I lose the sync. Or as sync hasn't to do anything with data, it won't…
ALM sync
Hi Friends, I need a help. I have Dev & Prod models synchronised. Now if the Prod model is removed into a new workspace will the sync be lost?
how to add Export Qlik Extract into an existing report
Hello guys. Can anybody help me to go through this? I need to add * Export Qlik Extract into an existing report thank you.
What is Excel Add in?
Hi Friends, By using Excel Add In, can we do only data update in Module & Lists? Or can we update formulas as well?
1.3.3.1 ERROR WHILE IMPORTING REGION DATA
Hi, I'm trying to import region data into a flat file in the given L2 data hub model. while doing so I'm getting some error saying "Invalid Code". I have attached the screenshot of source data and all the steps for the same. Any help in this regard would be helpful. Moreover, I want to understand when my source data has 2…
Multiple file upload prompts in a proces
Hi, I have a process published on a dashboard as an action. My process includes multiple actions that use the same csv file for various uploads. When I run this action I am promoted to upload the file more than once for each of the actions in the process. Is there a way to change this to prompt me to upload the file only…
G lists view is not similar to the output screenshot given in the training module.
As the system modules' saved views e.g. SYS005 saved views are generally created by the available data in the module. While importing data in the module most of the data is not getting imported or the file itself is not complete or blank. Therefore, my saved views' data is also blank, resulting a blank G lists. Moreover,…
Duplicate Data values
Hi Friends, Q1] What do we need to do, to avoid duplicate data being entered in Data Hub? Q2] Can we write any formula in Data Hub for concatenation, to increase performance? Does Data Hub supports formula or calculation?
Data Hub Optimize
Hi Friends, If the Data Hub size is huge, how can I optimize it? As it is taking a lot of time to get data imported into Modules. Regards,
Level 1 - Lesson 8.2.2 Add Volume Inputs and Lesson 8.5.3 Import Data into Volume Inputs Module
Hi I have just imported data into the REV02 Volume Inputs Module. My import of data went through correctly, I have attached a screenshot of what the data looks like in my module. As you can see the pages are Location and Product and the line item is Volume. My concern is in the lesson 8.5.3 the picture of the imported data…
Anaplan level 1 non employee expenses upload
I am unable to import data to non employee expense module .Not getting option to map manually. Please see the attached files and guide
Hierarchy Uniqueness - Non-Numbered Lists
Hi, I currently have a hierarchy with 4 levels (non-numbered lists). In our official hierarchy, levels 3 & 4 can have the same name, so we append a L4 to those particular items in Anaplan. Recently, I updated the process to pull the metadata from a different module in the data hub - but did not incorporate the L4 to the…
Print as wysiwyg
What you see is what you get (wysiwyg) is a common feature in most reporting tools and a fair request. Currently when we try to export through classic or new UX (as PDF), what we get is far from what we see. This greatly reduces the application of some of our modules as we cannot create PDFs and forward it to higher ups…
AN EXISTING REPORT TO QLIK
Hello Guys. Is here anybody who can help me to sort this out? I have to add an existing report to a Qlik. Thank you.
Level 1 Lesson 7.2
Hi I have imported Employee.csv file into Employees Details module but with errors. The date in the csv file does not match the module date format. Because this is a training course for ANZ I am not sure whether I change the csv.file date format or the date format in the module. I have attached a screenshot of the error…
Print Modules/Dashboards Directly from Anaplan
My users want to be able to print directly from Anaplan (without exporting).
Data import vs named list with hierarchy
Hi, i fance the problem during the data import - once i want to copy data from one line item to another in the same module i get duplicate values in some fields. After some investigation i realized that on my one dimension (named hierarchy list) i have the same name of member but on different level ex. Level4 - Duties and…
Imports and import data sources as production data
This article explains the different scenarios and the implications of marking imports and import data sources as production data. Before we begin, let's define production data. In the simplest terms, production data is data or artifacts that can be changed directly in a production environment without pushing the change via…
User Access Management
Hi, I have 5 levels of hierarchy and all are numbered list. I have one dashboard of user access management where i give access to users for the levels and import it into user settings. I am not able to create process for clear action and assign action in one process as it is overlapping the items. What should be the…

Importing and Exporting Data

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