Importing and Exporting Data

Community perspective: Monitor activity in your models using an action log
Model actions are a useful tool when it comes to automating routine tasks in Anaplan. They enable a wide range of applications such as data integration, list management, or model maintenance. To keep track of action-related activity in a model, we can rely on the Start Date and Time (UTC) column in the Actions pane: A…
1.3.4.3 Update SYS07 Location Details Module
Hi All, I completed this task and everything seems good. Except Location name not populated in the SYS07 location Details module. Please see the screenshots attached and advise everything is correct and I can move forward. I tried to Manually map location to code under 3rd tab but not able to do it. Someone please help me…
Conclusion of Level 2 Model Building DATA02 SKU Volumes module
hello I'm stuck in this . can anyone help me from Level 1 FP&A module we have G3 and P3 SKU as dimnesions where is when importing from supply chain module it has different dimensions . how to import ? supply chain module if i use DATA 01 begining inventory module as data source , can you help me in fixing the import as i…
RESTful API How To
You can interact with the data in your models using Anaplan's RESTful API. This enables you to securely import and export data, as well as run actions through any programmatic way you desire. The API can be leveraged in any custom integration, allowing for a wide range of integration solutions to be implemented. Completing…
Create Shipping Export Module and Create a Saved View
The question dont know why it is empty Everything seems perfecrt but why there is only ZEROS ? Help please ?
Module to module import problem - list item mapping problem?
Hi Anaplaners, I have created a module-to-module import action within the same model. The source module and the target module have identical dimensions, line item no., line item format etc. However, it seems like there are some kind of mapping problem for the team list. As you can see from the below screenshot, in the…
Different numbers being imported
I have 2 modules, both with exactly the same structure (2 dimensions, multiple versions, no time scale, and with only one line item). I created a simple import from one module to the other, however, once the import has run successfully with no errors, I'm getting different numbers landing in the corresponding cells in the…
Importing data directly from another Anaplan module
When a user is attempting to import data directly from another Anaplan module, they need to be able to use an identifier (code or link vs. the display name of the field) to ‘connect’ the records. For example: When a user exports from a ‘source’ Anaplan module, the user has the ability to export the ‘code’ or ‘list link…
Anaplan Connect: Difficulties setting up export from Anaplan to SQL Server
Hi, We're trying to set up a connection to export data from Anaplan to Microsoft SQL Server. We already have a working connection to import data into Anaplan, but we can't manage to set this up the other way around (export). We set up the export connection using the Anaplan Connect guide and our working import actions. We…
Add Bulk Copy to action list to be added in process chain.
Hi there, Current limitations with the version dimension mean we are not able to select Version as a list formatted line item (there is a separate ticket with community support on this topic). Because of that, we are forced to do a number of data moves using custom version lists, list subsets, and collect statements to…
How to set up integration from MS SQL Server table to Anaplan model via Talend
Hi, We are trying to load contents from a table in MS SQL Server table to Anaplan model (processes, actions, etc.) using Talend. So far we are able to make connection to Anaplan model and do the authentication successfully. We are able to view all import ids of the model / process ids / action id. I am following this user…
Transactional API for Direct Module Data Access
Hi All, Has anybody built a solution using the Transactional APIs to Retrieve cell data for a view yet. There is reference of Denodo Virtualization tool on forums but it does not work for modules above 1,000,000 cells since there is restriction on the API endpoint.
Excel Add-in (Submit data from multi spreadsheets to Anaplan)
Hello, We are using Anaplan Excel Add-in to upload data. We create a write connection with a one module which have Country dimension. Each Country is presented in separate sheet, can we upload data to Anaplan from all these sheets by clicking only one button - Submit? Thank you in advance for help. Best regards, Dominika
Import Anaplan Data into Spotfire
Hello, Could someone explain how we can import Anaplan data into Spotfire? Is there a specific connector that I should install? I heard there is a Auth 2 connection, but I have a very basic level in all this. Don't know how to handle this. Something that explains step-by-step how to make it happen would be awesome. Thanks…
How does Authentication with CA Certs work?
Why CA Certs? The purpose of this blog series is to give a deeper look on the use of Certificate Authority (CA) Certificates, especially on how this method of authentication works and how to use them for your different integrations. A Quick Recap On Anaplan APIs Authentication We recommend our readers to have some basic…
OEG Best Practice: Data integration decision app
We built this app to make getting started on your Anaplan data integration journey simple with a quick questionnaire and helpful information and links. A common question that arises during Anaplan implementations (or even after go-live) is "How can I automate data feeds into and out of Anaplan?" While the ultimate decision…
Import stops at 91%, no model won't open on workspace anymore
Hey there, we have 2 workspaces. We have built different models on both WS and started imports from a large CSV. In both cases, the import stopped at 91%. Going back to model manager and stopping the process yielded in "model XYZ (closing)". When refreshing the page, we see all of our models, but cannot a) open any model…
Excel Add-In: Flattened Data with Rows Labeles
Hello! I'm using the excel add-in and, unlike when I export from the model, I am unable to flatten my data and retain all the row labels (A below). Instead they get grouped like they do in the module display (B below is what the add-in is giving me). Is there any way to use the add-in and have it pull the data into excel…
1.3.6.1 Create Build Region Saved View Level 2
1.3.6.1 Create Build Region Saved View Create a saved view for importing: Module Name: SYS05 Region Details Saved View Name: Build Region Include: Code and items Make sure to select SHOW for the Code line item and save the view. This will ensure that as new line items are added, they will not be included in the saved view…
File/Data Encryption During Export using Informatica
Need guidance around how to encrypt data for an Anaplan export using IICS (Informatica). As soon as there is an data export and before it hits target (FTP location or Cloud service), data in transit has to be in encrypted status. So I guess, the question is - how do I encrypt the data as soon as export action runs. I was…
Production Adjustments in ICM model - looking for ideas
Context: * We have an ICM (Incentive Compensation Management) model with a DAT03 module that is an upload (from our data hub > SQL query) of all the monthly transactions we need to pay IC on. It includes all the production amounts, sales reps, product type and many other dimensions. * Our module also applies production…
Selective access for lists from dashboards.
I am trying to enable the user to give selective access on a list via dashboard. I published the list to the dashboard and can clearly see the "Read" and "Write" columns on the dashboards, however if I save the dashboard and close and reopen it , the columns of "Read" and "Write" are not visible. Can somebody explain what…
App Dashboard Exports
Hi Anaplan Community, I am wondering if there is a way to do a mass export of multiple exports and combine them all into one excel file with multiple sheets. It would be one sheet for each export, but they would all be in the same excel file. I am hoping I could publish this process button to my app dashboards. Thank you!…
Mass export of asset URL's
I have uploaded 200 images to the Assets section, and as the url does not use the image name, I would like to export all 200 URL's and then create a lookup in a list. I can export 1 URL at a time, but 200 may take a while. Would it be possible to allow users / builders to export all the URL's of our assets in one hit?
Filters in List Grid View
Same as in modules, there should be an option to add filters in Lists grid view. This will help to filter list data view based on properties or subsets. Currently, we have to export list data in excel to do any data analysis based on properties and subsets.
Avoid creating empty export files
I have an export action triggered by Anaplan connect (export of POs) So a file is created and placed in a folder, the ERP system then read from this file and creates POs in the ERP system. This action runnes quite often and often the exported file is empty (only headers) so there is actually nothing to export. I would then…
Drag and Drop Actions (Process - Imports - Exports - Others)
Hello It's will be helpful to have drag and drop functionnality in the Actions page in order to rearrange them inside their respective bloc (Process, Import, Export or Other Actions) so it will be easier to group them if need include actions into a process using the drag an drop dunctionality Regards, Patrick
Model Schema Export, My model is rather large
Which is best way to make a soft-copy file of the model schema as generated by Anaplan?
Preview Window before creating Revision Tag (Preview of the result in the target environment)
It would be useful to have a preview window of the results of development done in a model before creating a revision tag (for synchronization). This involves setting up the ALM. This mode exists in the new UX in page builder mode Thank you Patrick
Anaplan API to run a Python Script to Import File and Run a Process
Hoping someone can provide me an example of the Rest API code/syntax (for a Python script) needed to run a process which utilizes a file import to execute several action steps. Have accomplished in Anaplan Connect via the below: set Operation=-debug -service %ServiceUrl% -auth %AuthUrl% -workspace %WorkspaceId% -model…

Importing and Exporting Data

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