Importing and Exporting Data

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…
ERROR: "API invocation failed: Illegal argument"
Good morning, i receive following error when trying to edit the import data source: "API invocation failed: Illegal argument" In the same time even if source is pointed to production and users have access to the workspace- system gives error "You do not have access to the source workspace" Any thoughts?
Mapping Line Items to List Items with huge data
I am unable to import data from my source module to target module because data in source module is under list item whereas in the target module it is under hierarchical line items. The source module has 79 lakh cells under each line item which needs to be mapped into 600 source module list items, it needs to find the…
Data hub - can I import from a list subset in a different model?
Trying to start using data hub methodology and I have a Master data list of GL account and a Gross Margin subset. In a separate model I want to bring in only GL's relating to Gross Margin but I can't work out how to import just the GM subset of my list. Is this possible?
Anaplan Connect network traffic flow
Hi all, I need to know the architecture of Anaplan Connect in order to decide how to set up the server where Anaplan Connect runs. Is the network traffic from Anplan Connect to Anplan and Anaplan to Anaplan Connect bi-directional? Thanks.
Cant edit saved Import
A month ago I created an Import from a CSV file to a numbered list, included the import in a process action and published the action to a dashboard. When a user clicks on the button they are asked to browse to a source CSV file and click OK. If the CSV file is in the expected format the Import works. However if something…
When coping a model, update self referenced import sources to '-'
When creating a copy of a model for development or other purposes, import actions that are created using modules/list for the source model (self referencing) the import source is not updated to reference the new model, but the original model that was copied from. I am expecting the model reference to be '-' indicating that…
Import to a List
Hi, I have created an action to import from module to numbered list(List X) with properties. There is a list formated line item(Format: List A) exists in saved view. List A has list items in such a way that abc123 and ABC123 belongs to List A. When I run import action, action runs throwing error for above list item. Please…
Ability to import from subsidiary view
I want to be able to import from a subsidiary view. Business Reason: I don't want to have to create multiple modules for single line items with different dimensionality. If the column in a subsidiary view had an underlying name then using it as the source of an import would be possible.
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…
Ability to assign Versions to line items
Use case: Import of transactions into a List where properties are defined to specify the dimensions (Time, Version, Entity, etc). I am not able to make a connection between a Text item and the Version. The Versions is needed for the customers who not only import Actual transactions but also other Versions (Forecast/Plan…
Ability to clear text formatted cells on import
Description of the enhancement: The two options of "Clear target prior to import" and "Only update imported cells" are not sufficient, as if you select to clear all, it clears ALL the text, not retaining any previous info, and if you select "only update imported cells" you do not have the ability to clear any cells, only…
Exporting the Hierarchy in Grid View
Is there a way in ANAPLAN that we can export the hierarchy in the format below(yellow highlighted)? The screenshot here came from a list in grid view
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 and Exporting Data

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