Importing and Exporting Data

Anaplan Connect - Cannot enter password
Good afternoon, I am trying to upload a file using Anaplan connect. When running the batch, the windows prompts me with a password. However it seems that I'm not able to type anything for whatever key I press on the keypad. my script : @echo off rem This example loads a source text file and runs an Anaplan import into a…
Data Export for Selected Line Items Only
Hi Everyone, I have a view that I want to export into a file via action. The view has 2 lists as column and 3 line items across. The module itself has 7 line items. However, the export always output all 7 line items. Is there a way to limit the export to the selected line items only? Regards, Andre
Allowing imports into more than 1 fixed month
It would be nice if we could select “Fixed Months” when doing an import and have the option of importing one file into multiple months rather than just one month at a time.
Issue importing dates as text
Hello, I'm trying to import a date into a text-formatted property from a source file. This works on my machine, however when another user uploads the same file, it seems to be creating a text field which includes 2 digits for the year vs. 4. So, when I run the import, the text-formatted field reads "12/31/2018", but when…
Import monthly data to timeline
I have seasonality input per month (January, February, etc.), summing up to 100% in a full year. How can this be uploaded to the timeline?
Make upload templates as a flat file so we can have 1 upload template per model
It would be interesting to have the possibility to have upload templates as flat file in order to ease the management of upload templates. This would allow us to have to manage only 1 template, and a list of columns that are "uploadable" We would need to have as many columns as dimensions, 1 column for the line item and 1…
Date Stamp List Property for Imported Data
A similar concept around date stamps was suggested here: https://community.anaplan.com/t5/Idea-Exchange/Date-Stamp-for-manually-entered-reference-data/idi-p/38423 but I would love to see this for imports too. A problem I've come across is importing data from a CSV without a date column into an import list. There are…
Changing the date format while exporting data from a module
Hi all, We have a module where the time is like Jan-19, Dec-18 etc. But we want the export file from the module to have date like 201901 or 201812. Is it possible? We don't have the option of exporting the data out from the module and changing the format and loading into another module as these are biggest modules and we…
Exporting data of selected line item from module
Hi team, I need to export the data of some selected line item(not all) from the module. As from general export it is exporting the whole data of all line items. Could you please suggest a way to export the data of selected line items from module. Thanks in advance. Regards, Mohammad Husain
Option to Omit Empty rows for imports
Description of Enhancement: I would like the ability to Omit Empty Rows when importing How this would help their business process: We have saved views used as IDS for imports between models. There are two fundamentally different approaches to set up them: 1. If we put all necessary dimension in rows and apply imports, it…
Import Action Editor Visibility
It would be great if all features of an import action, including field mapping, were visible and could be edited in one place. Particularly challenging today if an import file is set to private, once it expires after 48 hours, it is impossible to view or edit the import mapping.
Number format being changed when importing between models
I am attempting to set up an import between modules in two models; the target module has a has a list of numbers as the 'applies to' while the souces has a list of business areas. To get around this I have created a line item in the source module to assign each entry a number reference. This number is formatted at zero…
Model Import Failure
HI All, I'm trying to import a model from one workspace to another but I'm getting the attached error. This error is happening only for specific models and not all models to which I have access to. Can you please let me know what is causing this issue. Thanks & Regards, Prateek
KeyStore Wizard for Anaplan Connect 1.4
Anaplan Connect 1.4 certificate authentication has changed from previous versions. New certs are issued by your company instead of Anaplan and to provide increased security, all certs must now be secured in a Java KeyStore. Because the KeyStore setup process requires a fair amount of setup this tool was created to simplify…
Importing with Selective Access Enabled vs. Workspace Admin
Hello, Wanted to know if my understanding was correct regarding importing behavior. I came across the following link Import action should not ignore Selective Access for a Workspace Administrator which indicates that as a workspace admin I can freely import regardless of selective access (current behavior). However, for a…
PDF documents
Hi Is it possible to define a line-item with reference to a PDF document? Thanks!
File delimiter while importing data through anaplan connect
Hi, We are trying to import a file which has ; as delimiter through Anaplan connect batch files. But each time, Anaplan connect changes the delimiter to “ and the import is failing. Can we use ; as a delimiter in Anaplan Connect import files or only , and tab are supported? If we change the delimiter to , then the import…
Customise dimensions on exports to Tabular Single Column format
Description I would like to abiltiy to customise which dimensions are exported in Tabular Single Column format. Currently it exports all dimensions but I would like to ability to change this depending on my requirements. I am aware of the ability to fully customise the export using the Tabular Multiple Column but I would…
Export only current page selection
Description: As a model builder, I want to give users the ability to efficiently export their dashboard grids. Currently, when you save an export definition on the "Current Page", this current page does not change when the export action is published to a dashboard based on that dashboard's page selectors. Example of the…
Updating Organization List - best practice
Hi I have a module that works out accruals & prepayments by contracts and when each contract gets added it is mapped to an organization parent. The issue I have is that the organization list constantly changes each year and therefore needs to be remapped. I know if i delete and import a new organization list, i will lose…
Can one control the order of a Module Export to Singular Columns?
Hi there, I need to get a very specific order to my Export to Tabular Singlular Columns. Right now I cannot seem to control the order of columns that comes out. Is this possible to do? Thanks in advance for your help.
Import of data into the module with Subsidiary Views (use of subsets list on line item)
Hi, anaplaners! Can you help me figure out the import of data into the module with frequent use of the list subsets? The module is P&L report, where each article is a separate Line Item. For each article, it is planned to assign its own subset of the list "Cost Centers" to optimize the place in the module. Also, subsets on…
Option to remove column headers in CSV export
Description of the enhancement required: When using a grid lay-out for the export to CSV, Anaplan will also give the headers of the line items in the module. This isn't very convenient for us because SAP (where we upload the export) doesn't recognize these headers. Therefore it would be very handy to have the option to…
OEG Best Practice: Imports and exports and their effects on model performance
Overview Imports are blocking operations. To maintain a consistent view of the data, the model is locked during the import, and concurrent imports run by end users will need to run one after the other and will block the model for everyone else. Exports are blocking for data entry while the export data is retrieved, and…
Data Integration
Data Integration can be a large and complex topic. These lessons will help you get on the road to understanding your integration options. Note: These courses are also part of the Level 3 Model Builder Training available on the Learning Center (learning.anaplan.com). They are provided here as informational only. If you need…
Replicate column headers on dashboard PDF export
Description of the enhancement required: Replicated the column header in a dashboard PDF export, when the grid is split on multiple pages. An example of the enhancement: When you try to export a dashboard in a PDF, the column header (the month for example) are not replicated on the second page and the following. I can't…
Ability to copy export label settings from one export to another
The ability to copy label settings from one export action to another would be very helpful. If there are several similar export actions with different filters that need the same list properties, this would be useful, as the person creating the action would no longer have to select each property one by one.
Planning for Efficient Imports
Take time to determine the most efficient way of pulling your data in. With multiple views, it is common to think about each view separately, but when it comes to importing data, a holistic view is key. For instance, if you would like to see a current roll-up of sellers to teams and a historical view (i.e. – which seller…
Importing Excel data to a module by using hierarchical list
Hello Anaplan community, I would like to import data from Excel source to a module using a hierarchical list. In my data Excel source, I do not have the column Parent, which will helps me to import data with the specific list. Let's imagine I have an hierchical list that contains 3 subset lists : A, B and C. In my data…
Option to select a file when importing into users
As per email from Anaplan Support: Currently, for an action uploading data into a Users list, the file is not able to be selected at the start of the action. This file would need to be changed manually in the actions menu by going to Import Data Sources and choose new source. Then pick the file with the same exact name as…

Importing and Exporting Data

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