Importing and Exporting Data

Level 1 - Expense by Role
I need to set Employee drivers by Role, so i created a list and imported roles data into it. 1) what should be my parent hierarchy in this case - All roles? or All departments? since i had initially created Employee hierarchy with E1 departments - (All Departments being at the top level) then #E2 Employees with E1…
Correct mapping guide
Hi, I have created a new list called 'SKU' which needs to be added at the bottom of product hierarchy for SKU's. I have denoted the hierarchy and tried importing the data. Can someone please correct what's going wrong. Thanks STEP 1 STEP 2 STEP 3 ERROR HIERARCHY Thanks
Module to Module Import
Hello Everyone, I have a module named A. I have an action where the source object is a view of the module A and target object is the module A. I have done the following mapping in the action. All the Dimension have been correctly mapped for the import but when i come to the line items Mapping * I am mapping the "Sales Ops…
Import: Mapping Issue with Tab Separators
Hi all, When I tried to upload .csv file with Tab separator, I cannot see any mapping with setting (Please refer to the file called "Separtors=Tab.PNG") and import went to be failed. With Column separator, however, I could see what items were mapped (Refer to the the file "Separators=Column.png). The difference between…
How to create a Saved View using Actions
Hi Friends, I have a Module. And I want to create a Saved View (of filtering) by Action. Is it possible?
Import Error - More than one value for non-numeric cell
Hello everyone, I'm receiving the following error "More than one value for non-numeric cell" when importing data from our Data Hub model into our spoke model: The file that I'm importing into a module in our Data Hub contains a table (in CSV format): The "Id" values (which are unique identifiers tied to separate records)…
New UX clearing user entry
I have a display which allows user to enter values he/she is looking for. The page is based on module dimensioned by USERS. As the new UX requires user to clear the field one at a time and we have quite a few fields for filtering, I thought I create an action that will reset the fields from other dummy fields which are…
Error in Import - Expected 2-digit month number in date/period
Hi Guys, This might be simple but I do not get why it is having an error. So I have 2 identical modules. I have IC PNL and AIC PNL. They are both identical in terms of dimension and line items. So what I am trying to do is import IC PNL to AIC PNL that simple. Whatever numbers is in the IC PNL should be the same as the…
Tool for Choosing an Integration path
I have attached a decision tree for deciding on a Data Integration Method. I believe will be helpful to us with Clients to help them decide the best path based on resources and skill sets available in an organization. Please feel free to share!
Import same value from 2 dimension module into 4 dimension module
Hi, Have a small challenge - I'm trying to import line items from one module with 2 dimensions and into another with 4 dimensions. The 3rd dimension in the latter is set to ask on import but the 4th is irrelevant, i.e. the import should basically import the same line item values into the module for every item in the 4th…
ANAPLAN API : Get dump files from process with any action
Hello, I'have an issue, when i tried to retreive the dump file from a process with multiple actions, the API returns a 404 status code. The URL called : https://api.anaplan.com/2/0/workspaces/[WORKSPACE_ID]/models/[MODEL_ID]/processes/[PROCESS_ID]/dumps/[OBJECT_ID] Where the Object Id comes from the task result where…
Importing with Time Dim in Mapping
Hi, I have an Module with Tim Dim and list. It has a line item called Data which is an Input filed. I need to create action such that the data gets copied from one quarter to other. Example: I need to copy data which is Q1 to Q2. I tried to create a saved view and create an Import action from saved view to module, but it…
New Filter Option: "Absolute Value" and "In Between" Filter
It would be very helpful to have a filter option added that allows a user to filter on absolute value as well as to filter by defining a top and bottom range that returns amounts in between the range. Currently, we have built line items as a work around, but these tend to take a lot of space. This functionality should be…
PLEASE HELP--- Importing a value in the list
Hi Friends, I have a module abd SYS Mod 1. It has no list but only Line Items. I want to import, the Line Item value (ie. Jun 20) in the list. Kindly assist.
Default Files - Export
Hi Team, I'm struggling to understand the concept of Default Files when Exporting. I have created a Saved Export Definition when Exporting from a Module & I am creating a Process to house this so that it can be published on a Dashboard for a User to use I have set the Default file to Private/Myself & when the User has…
DAT03 Historic Volumes
I am unable to get the mapping correct. Can anyone assist?
Option to export Graphs with Title and/or Labels
When exporting a graph from the New UX, the title of the card is dropped as are the labels/selectors. This is the case whether it is exported via "print chart", or PNG/SVG/JPEG. Ideally, there would be an option to include/exclude this information on the export, but at minimum to automatically include this information on…
Export Action Mapping Basis
Sorry, couldn't find a official answer to this, and I've had different interpretations on how this worked over time, but just wanted a definitive answer: For export actions that you intend to repeat, what is the "official" way that the Export action is defined, relative to the module you are exporting from? We all know…
Allow the option to not create an import as an action
The ability to select whether you want a manual data import saved as an action on the actions tab is requested. The reason being that during development and for sprint review purposes, sometimes test data or files with lists are uploaded to allow clients to visualize the end product. Every time an import is run, an action…
How to force unique constraints in a List
Hi Need a help. We are uploading the datafile into a General List. The code is supposed to be having unique values. But due to user error, we end up having duplicate values in the code column, causing issues in downstream process. Is there anyway, we can do a check for duplicates during data file upload? If not, can you…
Level 1 model building part 11: DATA 01 P&L actual & Budgeted
Hi team, while importing my CSV file of DATA 01 actual and budgeted, , mapping for the forecast is not available as shown in the attached picture. But then how come forecast is also throwing the same result as actuals, is it by default set to actual data?
Create List Item - Action
Hi Team, I'm trying to create a List item from a module through a standard Import action but the Import is using the Line Item name rather than the input data for the List Import. I feel like this is such a simple thing to do but I managed to mess it up somehow 😂 The process is: Create saved view with data from input. The…
Organize Actions after Model Building
After completing model building activities, we need to prepare the model for User Acceptance Testing, one of the requirements is "Review and organize the Actions to rename and add repeatable actions to a process and remove any single-use/one-time actions"... When I look at the actions, some imports were conducted multiple…
L1MB - Model Building - Importing data to Modules (Employee Details)
Dear APC, Can any one help me why I get to see mismatch in Employee names when the file used is same for creating the Employee List and Employee Details Module. I tried to delete the Employee list and re-created the new List and loaded employee names from csv file. Same csv file is used to load the Employee details - but…
L1 SYS08 Employee details data import target item greyed out
Hi, I'm trying to import data but the "department "is greyed out. Does anyone know why this might happen and how to fix it?
Importing into SYS08 system module
I am confused with the mapping part of the source to target as well. As is where to map Active? Employees = Code? ( Because it is numbered list) Dept Code = Department? Country Code = Country? Active? =? How to make sure data we are mapping is correct?
Anaplan Excel Add-In 3.4, Show Changes
Hi Everyone, thanks for your time. Would like to ask if anyone knows if it would be possible to update multiple modules at once across different sheets with the show changes option in the excel add-in (similar to how refresh worksheet works). Currently I am able to only do it for each sheet, am asking to see if I missed…
Rename List items
Dear Friends, I need some help from you. I want to update my list. My initial list items (12 list items), will be renamed and a new list will created with the (4 list items).
Urgent help assistance
Hi Friends, I am struck with a difficult situation. I have Module 1 and this is the Data Hub and the Date is stored in Text Format. Every quarter I need to pull the data and make it look like Module 2. Now my problem is as the Date is in Text Format, I was trying to find the current year. By converting Text to Number and…
Requesting a serious help
Hi Friends, I want to create an Action process. That will automatically import the current year data. Please assist me in this.

Importing and Exporting Data

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