Importing and Exporting Data

Import Help requested
Dear Friends, I receive this file every month from the vendor. I want to automate the process of adding the file. I want to follow the process of certification. Please tell me, how is it done.
Who's interested? Office Hours with Rob Marshall - presented by the Anaplan Community
Alright Anaplanners, we’re giving you direct access to Anaplan experts to answer those tough questions. Is there a formula you are struggling with? What about a list or line item? Getting stumped working with a specific dimension? We’ve got the expert and the answers! How does this work? Well, if we’re honest, this is our…
Import Action - Not Importing All Data
Hi, I want to upload a .csv file with 8,008 items with 7,999 unique values (codes in the file are unique for 7999 items). After uploading the file into a numbered list, only 2,777 items are getting into the list and in the import summary, it shows 9 items are ignored which makes sense as these are repetitions. However, the…
Import Issues with date and time format in CSV
Hi everyone, I am trying to import data from CSV file. However, whenever I try to modify the data and save the file with CSV format the Date and time format in CSV automatically changed to its original format. Our Anaplan models cannot recognize the original CSV format, so I have to re-input it. Can anyone help me to solve…
Audit during bulk uploads
The User would like: A more detailed view of auditing functionality during the ‘bulk upload’ process at the cell level and create an ‘action’ during import. The action would be created upon export of the audit history. During the Sales planning process the User takes the 1st pass of Territory assignments and has the field…
Able to use the row id number as unique identifier when import a file
It would be really useful if the row id number ("Line #") would be available as additional column when import a csv file or from any other external source. When import files in Anaplan, usually the first step is to import the file into a numbered list where the file columns are transformed in numbered list properties. To…
On an import have the ability to Ignore All
Currently when manually mapping fields in an import there is the option to Match, Ignore and Clear All. It is often the case that it would be easier to set the import to Ignore All and then to match only specific fields on an exception basis. The current requirement of clicking each field in the import you wish to Ignore…
Creating Imports: Search for Saved View, Module, or List
When creating import actions that connect to lists, modules, or saved views within Anaplan models, it would be useful to have a “Search” button to assist in locating the list/module/saved view the model builder needs to select. This search feature is incorporated into other parts of Anaplan and, should it be added to the…
Access to source views on saved exports
When an export is created and saved, from a saved view, it does not indicate the source of that export (only the source module). It will be very useful, when an export is created from a saved view, to have it recorded in Anaplan, in the same way as the Imports are recorded their source view.
Value is not getting exported
Hi Friends, I am trying to export but only Time and Lists are getting exported. And no Line Items and their values. Please tell me, when it happens and what do I need to do?
An action to export Dashboard as PDF
I exported a dashboard in PDF format using the Export option. It will be really helpful if this an action that can be published to the dashboard. So that business users will not have to go through all settings and all.
Efficient way of exporting large number values from Anaplan
I have a line item which contains number values, usually 13 to 15 digits long. While exporting these number values data is converted into scientific format. For example in Anaplan grid, we can see number as 1,522,731,938,281.0 . Whereas, in the export the same number gets converted into 1.522731938281E12.(Scientific…
New List creation
Hi Friends, I have an existing module with Order ID. I want to create new List as follows.
transform data's timescale
if Module A is in weekly time scale, Module B is in yearly time scale. What formula should I use to pull a line item from Module B to module A? Thank you.
If I don't mark a list as Production List, what will happen? Since I don't modify my list often.
As I read, if I mark a list as Production List. I can make changes to it, even in Deployed mode. What type of changes? Properties, Subsets, Code?
Importing data Module-to Module
I’m trying to put Lookup and SUM function but every time it says ‘The formula is invalid’ and it doesn’t exactly tell what is the problem. I want to import data in Module F from Module A and Module B. I tried to use below formula for importing Module A data to Module F as they both have same dimension so i thought it would…
Using Mulesoft for integration
Hi all, Question if anybody uses Mulesoft for integration with Anaplan. Is it possible to trigger Mulesoft action, that basically starts import ore export in Anaplan with https:// link? The reason is to have ability to start loading porcess directly from Anaplan dashboard
Formulas Text
I want to write Sweet for all taste. Please tell me, how can I do it?
Help Post ---- Import Parent Level data
Dear Friends, I am in urgent need, to find the Parent level total in a different module. But I am unable to do so. SUM, LOOKUP didn't work mentioning issues. Kindly help me, I am in really dire need.
Hierachy Import
I have lists with 6 levels of hierarchy. I want to pull data for level 3 from the highlighted module. Is it possible not by using parent function but by simple import to pull the data. What I was thinking, I pull the data for L1 and then use parent and item function. In that case, friends suggest me, what will be the…
ALM synchronization
Does ALM synchronize Dev Data with Production Data and vice-versa? Even though they are in different environment? Please respond friends, as I am new to this.
Create non-numbered composite hierarchy with List Import where parents and children have same names
Hi Anaplanners, I am struggling with creating a non-numbered list composite hierarchy through List Import. As described in the attached file, a list I am trying to create include a child whose parent has the same name. I could create such a list manually but it failed when I try to create this list via List import from the…
Production List
Please tell me friends, if I mark a list as a Production List, then will it be visible to end-user? And how can the end-user update that list? By clicking insert as we do from development? Or we have to create action button for this?
Fix Import Dialogue on Ultra Wide Resolutions
Please can the import dialogue be fixed on ultra wide resolutions? Everytime I import, I have to resize my window so that I can see all of the dialogue options, screenshot attached. Typically the Run Import and OK buttons are missing. Thanks!
Selective Import
In Anaplan we have. Now we want to maintain monthly data appending. This works fine. Next I find the old actual data for some records was incorrectly entered. I update it in the Hub but it doesn't get reflected in automatic process, as it takes the old values. I don't want to select the other option as my old data might…
Anaplan error 404 when importing to Anaplan
Hello, I have error when importing data to Anaplan using new CA certificate and version 1.4.1. This command working in Anaplan connect 1.3.3.3 java -d64 -Xmx48m -Dhttps.proxyHost=XXX -Dhttps.proxyPort=8080 -jar "XXX\anaplan-connect-1-3-3-3.jar" -c "XXX\xxx.cer" -workspace "XXX" -model "XXX" -file "XXX.txt" -put "XXX.txt"…
Series of Action (Process)
Hi Friends, I want to know, I have 6 Modules. Mod1 data flows to Mod2----> Finally Mod6. Now can I create any Action to automate the full process?
Very urgent ---- Formula assistance needed
Module 1: I have a Transaction List and the Employees responsible for the Sales. Module 2: These are 3 types of Cars of different cities Commission percentage. Module 3: Now the challenge is I have to make a new module with Employee and Commission. But the data should be flowing from Module 1 by ‘Connect to Anaplan Model’.…
'Upload File Not Available' Errors / Default File Setting for Deployed Models
We have occasionally experienced failures in import actions (on deployed models) called via Anaplan Connect with the error ‘Upload file no longer available’. Our understanding is the default file should to be specified as ‘admin’ instead of ‘private’. This setting can’t be changed via API call, so we updated the mappings…
rename the filename of a file before export
Hi Community, I have a module in which I created 2 saved views in order to have 2 different export actions (1 for region A and 1 for region B) . I saved the export definition and used Export name: forecast_A for the first export and forecast_B for the second export. In the actions overview, I see those 2 different export…

Importing and Exporting Data

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