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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…
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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…
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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…
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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.
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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…
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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…
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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…
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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?
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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…
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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?
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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.
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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…
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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…
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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…
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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.
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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…
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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…
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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…
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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
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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…
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Ability to export and import model time settings
Description of the enhancement required: We would like a way to take the 'time' settings from one model and add them to another e.g. allow an export of the time settings and import them to another. Example of enhancement: Have a model with time settings and allow to push or pull that data to or from another model.…
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Do Import Actions have an expiry date?
Hi, The import actions sometimes throws an error dialogue stating 'the import action / the file you are looking for, is no longer available'. However, you will be able to run the action. Now, the question is how do I check the mapping if it was essential to know the mapping. Is there a workaround to it? Also, do the import…
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Allow Admin users to update an existing import source file in a model in deployed mode
Description: 1. Currently it is possible to change an import source file in a deployed model by running the import from a button published to a dashboard (clicking to run will prompt for a file to be uploaded). 2. Trying to change the import source file as an admin user, by going to Manage Import Data Sources and uploading…
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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…
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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…
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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…
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"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,…
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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.
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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…
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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…