Importing and Exporting Data

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…
Automatic Export of 60 pages
Hello guys! Can anyone solve this? I have a module with 60 pages, and I need to export each one of those pages into a different excel file. Does anybody know a way of automate this process? I mean, facilitate the manual process of selecting pages 60 times and export each one of them individually? Is there a way to iterate…
NUX Forms: Exception handling when duplicate code entered
When using forms to add to a list (where the code can be entered), users can accidently re-enter an existing code which triggers a model roll back, as it's considered a duplicate. There's also no notification the model is rolling back so it looks like the app is spinning its wheels. This leads to confusion and potentially…
Powerpoint Text Help
Greetings, Is there a way other than Copy and paste each word (text), to create 10 separate slides of a 10-word sentence on PPT using a command or Plugin? (Task - 700 to an 800-word essay has to be separated into slides. One word per slide.)
Is there a way to export a module into excel with each line item on a different tab?
I have a module dimensioned by time and a store list, with cost lines as line items. I'd like to export into excel with each line item as a separate tab. We don't have widespread use of the excel add-in so I'd prefer a way without needing to use that if possible.
1.5.6.2 Import Data into Historic Volumes Module | Invalid line item identifier
Hello All, Can someone help me to point where this is going wrong. I am getting Import complete but with failures : Invalid line item identifier please see the screen shots for details. Thank you
Be able to have multiple imports of saved view to module
As part of the model cycle have an import which takes from model A and imports to model B but for the first run it's only half the line items and then for the second run it's the whole set. Essentially the second half of metrics are in flux and the end users don't want them updated. What we have to do is go in and adjust…
Automatically generate Keys for Importing fact data into Data Hub module
Importing fact data into "flat modules" in a Data Hub is challenging when your data source is unable to provide a single unique Key to act as a List Item. That work ends up taking place between the extracted data and the import into Anaplan and oftentimes involves concatenating Key columns into a single column, sometimes…
Export User Access with Display Names of Selective Access Lists (if Numbered)
If in the system Selective Access is set to Numbered List, when you export User Access list, all items are shown as #NAME instead of display name. Currently, on quarter basis we are preparing current user access lists to provide to responsible people. An it takes a lot of time to manually replace #NAMES with Display one,…
Changing source model for select actions in bulk
There are currently two options for changing the source model of an action. The first being in the Import Data Sources section in 'Actions' where users can change the data sources for actions one by one. The second is by going to 'Source models' and editing mapping for a source model. This changes the source model for ALL…
Running multiple export actions in parallel
I am using the API the execute multiple export actions and download the resulting output. I notice that if I start the first export with the call to /workspaces/{workspaceId}/models/{modelId}/exports/{exportId}/tasks Then the request will return in under a second as the export starts. However, if I call the endpoint again…
Export Model Map to PDF/Excel
Capability to Export Model Map from Contents page to PDF/Excel.
Run Action Concurrency
Hi, I want to check the action concurrency. If several users run the action, Action which first user run will run? The second user's will not run?
Anaplan API | Add list items to a numbered list by combination of properties as a unique identifier
Dears, I am currently writing an API call to add a list item to a numbered list. Here, i would like to use a combination of properties as a unique identifier, not the regular code. Which has to be specified in the request body. Unfortunately, I haven't found any guidance in the documentation on how to do that (). Does…
Saved Export Actions
For saved exports from Anaplan, how does the export remember what to export? I'm used to creating a saved view to represent the export, however, if a saved view is not created and potentially certain list members and/or line items were hidden/visible when the export was created, is that what Anaplan remembers for that…

Importing and Exporting Data

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