Importing and Exporting Data

multiple import action within same module
Hi, I created a module with a dimension of 3 custom version ( Current version, previous version,delete version ) since I need to retain the original values entered on a specific period and I need to delete data entered in the current version after copying the data in the previous version.. After creating the import action…
Memorialize Actual Data in Historical Planned Versions
Hello, I am currently running into an issue with one of my models where historical plans are changing due to actual restatements. I have a model with 4 versions. Actual, Budget, Working, and Current Forecast. Working is where all of the planning is done, and then that version is copied from working to current…
Adding Un-editable Note in Export Action
There is need of adding a disclaimer/note in the first cell of file. How to add that cell in the exported file.? and also that disclaimer should not be editable in Anaplan model when another file is imported with different disclaimer.For Reference: I Have attached a Screenshot. Employee(Column B is the List), Comment and…
Reporting
This is the module I have. Now for the output is it possible to get the report of the module edited into the below view without editing the list name. I have no restrictions to create a new module or new list.
Reference User List Item
Hi Team, Is there a formula to reference the current users Users List Item? I am creating module which clears the Selective Access for all users but I need the User who is executing the button to maintain their access, Currently I have a module where I manually select the User who I wish to not clear their selective…
HELP! Anaplan not working
I'm having issues using Anaplan through excel. I log into Anaplan through excel and I then click on New to open a new pivot table. At this point, a message appears just below which says "This worksheet does not have a connection to Anaplan." A second window opens but the window is grey and nothing seems to happen. Has…
Dashboard Export All Hierarchies
I want to export as PDF a dashboard for each Hierarchy within my Org without having to do it one at a time
Saved View Categorization and Priority Sorting, Including both Auto and Manual Options
Saved Views are a critical feature for most Anaplan models. The key issue I have with using and managing Saved Views is that, they can vary drastically in terms of importance. Below are two examples of Saved Views: * A Saved View could represent a key, filtered definition within a module that dictates how your entire…
Show Created/Updated Items in Imports
Would be extremely useful for testing and user feedback to show which items were created/updated in the import dialogue. If the import was successful, Anaplan only displays the number of created/updated items. A preview of the created/updated items would add clarity. If thousands of items were created/updated then Anaplan…
Anaplan v3 Connector for Mulesoft - Doest the connector refresh token for subsequent API calls
Hi All, I know that Anaplan V2 Connector for Mulesoft does the token refresh for every subsequent API, but has this behaviour been inherited in Anaplan v3 connector, because we are seeing Anaplan throwing error for subsequent calls made for import via the v3 connector. Regards, Praveen R
Anaplan Connect Error 1.4.3
Hello, We've been receiving the below error on one of our export scripts. This happens about once or twice a month and there seems to be no rhyme or reason for the failure Has anyone seen one of these errors before?
Format of output
Hi Friends, I am having the data in this format. I tried it in excel but I am getting the output in the below format. Even making States as List Formatted Line Item didn't work. By any chance can we get the output in the format of Pic 1
Importing issue
Hi Members, Please help me in this import error. The original file: The original module: I am trying to fill the Role Column. Importing error.
How to find overall total
I can see subtotal but not overall total. Please assist me in this.
Anaplan Connect Workspace to Workspace
Hi Anaplaner, Can I use anaplan connect to import data from workspace to another workspace ?
Bulk Copy - Scheduling
We all know how useful Bulk Copy is - When the data across the model needs to be moved from one version to another or from one list item to another list item Bulk Copy plays the pivotal role. WS admin has to perform this task manually all the time as per the need. Can we have an action created when WS Admin runs the Bulk…
Update Target Object of Import Actions
Hi, It would be nice to have the ability to update the Target Object of and Import Action to a module or list with similar/identical definitions vs creating new actions from scratch. We have come across instances when building out a model we determine that an already created Import Action needs to have the source data…
Error : Anaplan API: Could not connect to database! (SQL: No suitable driver found for
Hello, We are currently of migration from Anaplan Connect 1.3.3 to 1.4.3.When we launch our .bat, we get the following error message: Could you help us about this error message ? Regards,
Anaplan Connect Upload Error
Hi, This is the first time I am using Anaplan connect. While creating the script and looking at the documents, i drafted a script that allowed me to first upload, import thru an action followed by lastly a process. I have apparently uploaded the file successfully however I am met with problems with my action that imports…
Data Import from excel
How do I import an excel data grid with no unique ID and no unique combination of property? Note: Customer is looking for keeping anaplan as system of records and wish to generate a unique ID within Anaplan, but key thing is it has to be a import/ not insert using dashboard. Thanks Arun
Update the Data in Current Module
In my current module which is dimensionalized by a numbered list I added additional 4 line items .. and I have a csv file based on which I want to update my current module. However, the dimension is a numbered list and display name has a logic to it. I have lot of other keys which can be unique to update the data, however,…
Set default file to everyone
Would be really handy if Anaplan did either one of the following actions for import data sources: * Set the default file type as everyone or; * Permanently saves files regardless of default file type selected. This would really assist in debugging and remapping import files.
Ability to automate export of blueprint view for module through API/Anaplan Connect
It would be very useful to have the ability to automate the export of a blueprint view of a module through Anaplan Connect or the Anaplan API - in this way we could compare an export of a blueprint view of a module automatically, to check if the structure of a model had changed over time. I have been working with a client…
Anaplan Connect - Export via JDBC
Hi guys, This is my first time really getting to grips with Anaplan Connect and I'm trying to PoC exporting out a simple table of "Region Name" & "Region Code" using Anaplan Connect via JDBC into a SQL table. My scripts are as follows: ---------.bat script----------- @echo off rem rem rem set…
Upload - Non Mapped Source Items Identification
Hi team, Is there a way to identify Source Items in a list that have not been mapped to an item in the target for a Upload to a module in Grid Mode? I am aware you can manually identify the non-mapped items by scanning the Mapping tab but this seems inefficient and error prone (especially with large data sets). When you…
Manage Import Data Sources - Timing
Hi team, How long does Anaplan retain a file that has been uploaded to the 'Manage Import Data Sources' item in the Action Settings? It seems to retain the data for a certain length of time and then if you attempt to edit the Action to which the uploaded data is associated with you will receive the attached error Thanks…
Display Action Notes on the Pop-Up Message, before a Process/Action is Run
In the Actions menu, all processes and actions has a text based "Notes" section. Being very upfront, I honestly didn't even know this section existed until about a few months ago, but I definitely think it can be further leveraged. It would be great if these notes could appear every time, next to your action, before you…
Download A File Using API V1.3 - Do I Always Need to Delete File First?
Hi Anaplanners! I finally have gotten around to asking this question that's been bothering me since I started using the APIs to download a file. I get inconsistent results when I test this on my own so I thought I'd ask the Community. The use case: I want to download a file (export) based on a view from a module using API…
Hyperconnect read and write to SQL database
Hi, I've been researching this and could not get a definitive answer from either here or the Infomatica forums. Can Hyper connect read from on-prem SQL tables, import into Anaplan, and write back to on-prem tables in a SQL database?
Import for Weekly Data
I am trying to import Historical Weekly Data, but am constantly getting error. Please assist how to import Weekly Data? I tried several times, I have attached Screenshot.

Importing and Exporting Data

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