Importing and Exporting Data

Data integration requests
Description: I would like to request for the current Anaplan DI and Anaplan connect: * Automated Emails & Notifications on any import or export * Ability to delete data from a module or from a list based on conditions equivalent to a "delete from where" in SQL * Ability to filter data from the source: when importing from a…
Option to show how many cells have been updated by an import
Description of the enhancement: Option to show how many cells have been updated by an import which includes how many items were Cleared prior to import. There should be an option that the cells which have been updated in this way will be reported as updated in the results screen Workaround: To workaround this, users should…
Provide a more user friendly message when an export is cancelled
Description of the enhancement: Run an export from a model (helps if the export takes a few seconds). Click Cancel when the browser asks you to save the file. The export will fail and the message in Anaplan is: {code:none} An internal error occurred. Client abort: java.io.IOException: Broken pipe(caused by: I o: Broken…
"Clear target before Import" on selective access on imports into the users list
Description of the enhancement required: Need option to "Clear target before Import" on selective access on imports into the users list An example of the enhancement: Today I am having access to 4 Customer A,B,C,D. But tomorrow I might have access to customer B,C,D,E. Now I should have access to Customer B,C,D,E only,…
Export Display name field
Description of the enhancement required: When exporting, user would like the field "Display name" removed as it adds additional clutter and confuses the customer. A story for why they want the enhancement: Client believes this would help him tidy and organize his lists/number lists a lot better.
Ability to see in blueprint mode if line items are mapped in an import
Description of the enhancement required: Add an "import from" column and "import to" column in modules to identify where a line item's values are coming from. An example of the enhancement: Once mapped to a source in an import action, a field would display the action that the line item is part of. How would it help their…
Is it possible to suppress warnings for duplicate items during import to a list?
Hi, is it possible to somehow prevent a warning "Another row has already been processed with this key" when importing from a text file? In my case it is expected that there are duplicate items, so this warning is confusing for a user - it seems like something went wrong during the import. It would be much better if user…
The source object name column needs to be wider
Description of the enhancement: You can't see all the Source Object Name in Settings --> actions --> Import data Sources. The source object name column needs to be wider OR the columns should utilise the tool tips as they do for the Imports Column see screenshot
Source Models label to be editable for Import Data Sources that are marked as production
Description of the enhancement: The Source Models label needs to be editable for Import Data Sources that are marked as production and the label setting should be on the IDS tab rather than the Imports Tab
Ability to resize columns in IMPORTS & IMPORT DATA SOURCES
Description of the enhancement required: To get workspace more user friendly for models developers. I know that I can copy-paste to excel and read all hidden letters / words. An example of the enhancement: Step 1 click right mouse buton (choose "Column settings") Step 2 confirm column width and get better view (small…
Enhanced Messaging for Ignored Items in Import
Description of the enhancement required: Improve the messaging around why things are ignored so that there is a full breakdown of the successes, ignores, and failures in an import. An example of the enhancement: This could be full messaging upon completion of an import regarding the ignores. For example, it could be a…
Export History in Non .txt Format
Description of the enhancement: Ability to export history in a format other than .txt. An example of the enhancement: .xls format available for History export
Export Subsections of Users Tab
Description of the enhancement: We would like the ability to export subsections of the users tab in the model Settings. For example, we would like to be able to export the following: + Roles + Roles -> Modules + Roles -> Versions + Roles -> Lists + Roles -> Actions An example of the enhancement: Export button added to all…
Can I cancel an import/export?
How can I cancel an import or export?
Import mapping source of a line item/list to 'fixed item' or 'ask every time' remove 'Which target'
Description of the enhancement: Import Mapping: Mapping the source of a line item or list to 'fixed item' or 'ask every time' removes the 'Which target items to clear prior to import'. Can this remain there? As a user, I would like the 'Which target items to clear prior to import' option to remain on the line item/list…
Ability to format the layout of dashboard when exported to PDF
Description of the enhancement required & example of the enhancement: Ability to format the layout of dashboard when exported to PDF: - add page break between modules in dashboard - make the module page selection font size bigger
Provide ability to re-arrange Export labels
Use case: A list with over 20 properties. It is extremely difficult to reorder the labels in the Export dialog. It requires removing them all and then adding them 1 by 1.
"Omit Summary Items" should omit summary Line Items for Tabular Exports
Description of the enhancement: An Export with radio buttons "All Line Items" and "Omit Summary Items" selected results in Summary Line Items not being omitted. The "right" behaviour should be that Summary Line Items are omitted, or that a radio button with "Omit Summary Line Items" exists. Use case: 1) Exporting data from…
List exports to Excel limited to 65536 rows
There is a limit on the export of 65536 rows. Excel 2007 can handle 1048576 rows.
Improve Process Completed dialog box to highlight any errors
Description of the enhancement required: I am experiencing an issue for Non- Workspace Admin users performing an upload process. After running the process the dialog box reports Process Completed Success but upon reviewing View Details you can see there were errors. This is an issue for users who do not know that some of…
Exporting major modules for archiving purposes
Hello everyone, Do you have some insights to share on the process of archiving data outside of Anaplan? Indeed, our current customer would like to store Anaplan produced data – each closing – in another tool. The constraints of our context are: * Many modules from which to export * Many lists in those modules (each time…
Date Flipping from UK to US style
Hi, I am importing data froma csv into a module and i have 7 date fields, they are all formatted (short date) exactly the same as each other, when i import the data, i have ticked the format to show D-M-Y which correctly showed the dates and applied to all date fields as normal.. However when i import, 6 of the fields are…
How to use Data Tags
Hi, I am trying to understand how to use data tags , I uderstand that we create tags in settings and assign the same to various objects in the model however I am not sure how and where can I use those tags.
Importing duplicate rows into a numbered list
One of the reasons for choosing a numbered list is that it supports duplicate combinations of properties. Does anyone know how you can import into a numbered list from a CSV containing duplicate rows? It is not acceptable to have to add anything to the CSV prior to import. For example the CSV has 3 columns headed List1,…
Upload file (.csv) used for Anaplan import in the past
Hi All, Is it possible to download the csv file used for an Anaplan import in the past from the Anaplan cloud. I have the import details from the History log with the ID & date/time details. Would the file used for this import be stored somewhere in the cloud and can we download them for any future reference? Thanks in…
OEG Best Practice: What are the benefits of creating a Data Hub?
If you're familiar with Anaplan, you’ve probably heard the buzz about having a Data Hub and wondered why it’s considered a “best practice" within the Anaplan community. Wonder no more. Below, I will share four reasons why you should spend the time to build a Data Hub before Anaplan takes your company by storm. 1. Maintain…
Is it possible to skip lines when importing data from CSV?
Hi, is it possible to skip lines based on defined combination of imported fields values? Ideally also without raising any error. Warning would be OK. Cannot manipulate the CSV file before the import. One solution, far away from ideal, would be: * import first into a temporary table with fields as line items * create a line…
Create Hierarchial list using import
Hi, I am trying to create a list as shown in the attached image. Here i have'nt created the seperate list for 5804 (which is like parent list). To avoid sparsity & size constrain, i am trying to create parent & child list in the same list. I know how to create in the tool for less items. Can someone tell me how to use…
Create Hierarchial list using import
Hi, I am trying to create a list as shown in the attached image. Here i have'nt created the seperate list for 5804 (which is like parent list). To avoid sparsity & size constrain, i am trying to create parent & child list in the same list. I know how to create in the tool for less items. Can someone tell me how to use…
Create Hierarchial list using import
Hi, I am trying to create a list as shown in the attached image. Here i have'nt created the seperate list for 5804 (which is like parent list). To avoid sparsity & size constrain, i am trying to create parent & child list in the same list. I know how to create in the tool for less items. Can someone tell me how to use…

Importing and Exporting Data

Discussion List