Importing and Exporting Data

Data Import
Hi, I need a clarity on data import through integration. For the first time load the load was set and configured in the Integration process, but what if next time the data load comes in with a different delimiter or separators. Will the Integration load auto detects the load and adjust the import or will it give a error.…
Have imports run base on the display name rather than a unique ID
This can be an issue when running a Module to Module Import, if both the target and the source module are dimensioned by numbered Lists, if the target Module's numbered list(s) the import will coordinate the import based on the numbered list(s)' Unique IDs. This means that some values will fail to import and other values…
Import Error - Source Model Archived
Hi team, I'm receiving a 'Source Model Archived' error when creating an Import from another model. This source model is not archived as I can access it and I have checked whether it is archived, it is not Any idea why this error would be presenting? Thanks Mark
Allow export to XLSX
I want Anaplan to allow me to export to the XLSX file-type rather than just XLS or CSV. XLS can't stand up to the amount of data I want to export. CSV is not sufficient for what I need it for
How to create a script of your model
Hi Team, Can someone help me to understand, how we can create a script of module which we prepared from our internal Anaplan environment, so that we can use it in any other Anaplan environment? for example: I am using two different environment for Anaplan, one is normal environment & other is partners environment, know i…
During Import - Choosing between Fixed Values & Column Headers
Populating line items with values. Would both give the result? When to choose what?
How to hide admin-like result of running a Process
Hi Experts, Please help hiding admin-like view of process running result. Is there any setting for this? Our client doesn't want to see each action succeeded or not. <As-Is> <What my client wants to be>
Pushing excel formula results into Anaplan using the excel plugin
What I want to accomplish is to pull down data from a module in Anaplan using the excel plugin, overwrite the Anaplan value with an excel formula, and push the result of that formula back into Anaplan. On the initial refresh it will send the calculated value into Anaplan, but on refresh, it wipes out the formula that I…
User Enabled Import Action
Hi, I have a User Dimensioned module. I want to import data from one line item to another in the same module but it has to be for each specific user. Only the Action is published to the dashboard. When I run the action alone, the data is getting imported for all the users irrespective of who is doing that. Is there any…
Uploading file Via REST API and Triggering Imports
Hi All - I am working on a small POC to do the following: * Create a simple list in anaplan * Import data into the list via file upload. * Permission on import/upload file will be sent to "Admin Only". * Import/upload will be done initially with my user account (ie damian.shameer@xcompany.com) * Create a systematic/batched…
Copy data from one scenario to another
Hi, I have an assumptions module with country, time and scenario dimensions. The scenario list has the following members. Upside Base Downside The user wants the ability to input assumptions for the base scenario and have the system copy the assumptions to the upside and downside to start as a baseline. When I try to…
Basic Authentication Talend Workflow Example
There is a small, but growing, user base interesting in integrating with Anaplan using Talend. Previously, we shared (upon request) a sample workflow, with the launch of our latest API version, I've been working to update this demo. Today, I'm sharing a very simple workflow, which fetches a list of imports from your…
Short data for import
Hi Anaplanner, I'm import data like this, but i want to sort data based on color before im import to another after import the data will be like this can anaplan provide like that? Thanks, Panji
Import into a List Formatted Line Item
Hi, I am trying to import value(top Hierarchy) from a list A formatted line item to another List A formatted line item. But the import is getting failed. Is it possible to have this kind of reset action to make the selector to ALL(top Hierarchy) by default when nothing in the list is selected by the user. Example: Select…
Export from a Saved View
Hi, I am trying to create a process for export on a dashboard, facing few challenges in the data. 1. I created a saved view in a module where time is a dimension (time in Months) 2. Build an export action to run the export where Time is a selector and saved that export action and created a process from that and published…
Importing is not updating correctly
Hi Friends, I am trying to import this .csv file into my module. But I can't do so. I think I need to create a Col ID. My ques: will the newly created Col ID able to match data in another module with different ID? I will brief my problem elaborately, in case you find any difficulty in understanding.
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.

Importing and Exporting Data

Discussion List