Data Integration

Expose cross-model import dependency metadata via API to enable automated integration mapping
Problem / Context Within a single Anaplan model, Hyperblock technology tracks dependencies between line items automatically. No equivalent capability exists for tracking dependencies between models - specifically, for the data imports that move data from one model (or external source) into another, or even imports within a…
Anaplan Integration API Error - API path not found
Hi , I am encountering the following error: { "status": { "code": 404, "message": "Not Found" }, "path": "/2/0/workspaces/<workspace ID>/models/<Model ID>/exports", "timestamp": "2025-05-26T16:09:29.716228003Z" } Using CURL: curl -X GET "https://api.anaplan.com/2/0/workspaces/<workspace id>/models/<model id>/exports" ^ -H…
IS Summary
Hi All, I just wanted to understand the importance of Is summary in Anaplan. I have a module created with Is Summary switched on for a line item in my module which is preventing that line item from coming in the export view taken out by omitting summary items. When I remove the checkbox from is summary for that line item I…
how to add Export Qlik Extract into an existing report
Hello guys. Can anybody help me to go through this? I need to add * Export Qlik Extract into an existing report thank you.
Anaplan Export using JDBC properties files
Hi All I have an issue when trying to execute an insert query using jdbc. # JDBC Connection string (Oracle, Mysql, H2, etc.) jdbc.connect.url=******* # JDBC login username jdbc.username=****** jdbc.password=****** jdbc.fetch.size=10 jdbc.isStoredProcedure=false jdbc.query=Insert into flash_rw (Period) Values (?);…
Integrate NetSuite Consolidated Balance Sheet
I'm trying to set up an integration to get our consolidated balance sheet ending balances from NetSuite into Anaplan. Initially I was able to load transaction data using a saved search, which works for our income statement, but for the balance sheet it doesn't allow me to get the right values for foreign accounts that have…
Cloudworks Status "Auto_Deactivated"
Have noticed that in the last couple of days a couple of Cloudworks integrations have got a status of "Auto_Deactivated". Couldn't find anything in Anapedia and wondered if anyone knew what this was about? Seems to be something about the schedule as deleted the existing one, added it back and is now running fine but is…
Make Integration admin role available for visitors & partners
It's currently not possible to assign an integration admin role to visitors and respectively also not to Anaplan Partners. This makes it a challenge when helping customers with Cloudworks or when just setting up a scheduled model-to-model import. It requires always someone at the customer capable to set-up the connections.…
Scheduled Cloudworks integrations that fail Should have RE-ACTIVATE option
Scheduled Cloudworks integration that fail move to AUTO_DEACTIVATED status. When this happens there's no other option that re-creating the integration from scratch, which results in unnecessary work. Depending on the user, this could have a wider application impact while the Admin integration will need to re-create the…
CloudWorks—This is how we use it, Part 4: Using CloudWorks APIs with AWS Lambda
In Part 3, we described the procedure for using CloudWorks APIs. But the main question would be, how can we use them? Indeed, we can find that having a dedicated screen in Anaplan itself is already a major step forward. And it surely addresses most of the future needs. Nevertheless, in our strive to open our platform as…
Anaplan ADO and Google Cloud Integration
Hi Anaplaners, I have a question related to Integrating Anaplan to Google cloud(GCP) through ADO. Currently we can integrate GCP and ADO via a GCP service account with JSON key authentication which is a static authentication method (Fixed JSON key file), Here in-seated of static authentication, can we use another dynamic…
An Update on Anaplan Audit Log Reporting: A No-Code Approach
A while back, I shared a pattern for extracting and reporting on Anaplan audit data using a Python project hosted on GitHub. I wrote that during my time on the Operational Excellence Group (OEG) at Anaplan. The Python solution still works, and plenty of teams are running it today. The problem it solves hasn't changed:…
"Saved Views" on Actions & other Model Objects like Time, Versions, Users, Source Models, etc
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: in Actions - the only way to get the information is to manually export or to have an export action. It would be great if I could make…
Issues with Cloudworks Integration Process to run a Process within Data Hub
Hi, I need to schedule an existing Process within Data Hub Model. This Process has different actions inside such as imports from a csv file which is available daily from API Integration. I created the process within the TAB "Integration & Processes" and Scheduled with a User with whom I am able to run the process…
Set the delimiter for CSV Exports
The European format for CSV file is a semi colon delimiter and a comma decimal point. The current behaviour is some European users seem to get an export in this format even though it is not supported in anaplan. The windows/browser formatting seems to take over while other users get the more usual comma delimited file.…
Anaplan ⇄ Google Sheets pivot tool — feedback welcome
We've been building a tool called aplan4sheets and we'd genuinely like input from this community — both on what we've built so far and on what we should prioritize next. The problem we set out to solve: Anaplan's Excel add-in is Windows-centric, and there's no real native way to pivot Anaplan data in Google Sheets. We…
Ability to change Pivot in Google Sheets Add-on
The Google Sheets add-on doesn't let us change the dimensions in the Pivot when setting up the connection, unlike the Excel add-in. We need to create custom views in the model to be able to pull the data in the format we want. This is a big deterrent towards adoption of the Google Sheets add-in and restricts the…
Pivot feature for Google add-ons
The information toolbar suggests that we pivot in Anaplan using filters and pivot feature. This is an inconvenience from the user experience perspective. If that were to be the case then we are better off creating views for everyone. Moreover, this feature that's been mentioned as information does not work as intended.…
DCA and Internal (Full Access) user Issue
Hi Anaplaners, I have a scheduled job run by an integration [Internal (Full Access)], in the target module some data/values (text or numbers format) are imported correctly however, in some line items with DCA the values imported are zero and this is not the value in the source module. Internal (Full Access) has WRITE…
Automate pdf Export
Hi, The new UX looks great and I know it has the ability to export a dashboard in pdf format. Is there a way to automate this process? I want to schedule some reports to be exported as pdf files to a cloud location or send as attachments to an email distro list. Thanks for your help.
Integrating your Oracle data: The Anaplan connector
Author: Kira Wagner is a Product Owner at Anaplan. The Oracle connector further expands Anaplan’s integration capabilities by bridging your Oracle database with the Anaplan Data Orchestrator (ADO). This connection makes your data readily available for downstream processing in your Anaplan models, supporting accurate,…
CloudWorks Job Dependency Timing
If I schedule two CloudWorks jobs, one that loads data into Module A from different Model and a second that runs the actions to move that data into Module B from Module A, will the second job wait until the first job finishes before starting, or will it start at its scheduled time even if the first job is still running.
4.8.2 Activity: Import Data into E2 Employees# List NUX
In the NUX everytime I try to import the employee list it doesn't display the name. I am correctly importing but it continues to show the employee names as numbers. Please advise
Do scheduled CloudWorks actions run in parallel or sequentially?
If we schedule two CloudWorks actions to start at the same time, using the same source model but different saved views, and updates two different target models, will they run in parallel or sequentially (with one finishing before the other starts)?
Aligned by Design - A proportional cascade framework for multi-level forecast reconciliation
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: In enterprise planning and forecasting, we aim to produce statistically sound forecasts at multiple organisational levels (e.g.…
Aggregate planner commentary together with financials as insight rolls up across the organisation
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: In planning and forecasting processes, large volumes of textual commentary are captured at detailed levels (e.g., line items,…
8.2.2 Activity: Add Volume Inputs Module
I am having a challenge creating the volume input module properly as the location is showing Region. How can I change from the Region format?
PowerPoint Add-in: Installation requires elevated privileges
This item has been identified as an outstanding known issue. A workaround is provided until the issue is officially fixed. Issue For versions 1.6, 1.7 and 1.8 of the PowerPoint Add-in elevated privileges are required to install the add-in through command line and for the "all users" option. Workaround * Installing through…
How to maintain complex Anaplan environments — Part 2: Technical foundations for scale
Author: Piotr Weremczuk is a Certified Master Anaplanner and FinSys Application Specialist at EQT. In the first part of this two-part article, I explored the non-technical foundations of maintaining complex Anaplan environments: leadership, governance, accountability, and the importance of building the right team. All of…
CloudWorks Integration with BigQuery: Understanding the Error Message Table
Hi Team, In the official documentation under "Google BigQuery Permissions" https://help.anaplan.com/set-your-google-bigquery-permissions-5bb8f011-3fad-452a-8765-b5a7b52405a7 I found details about creating an optional error message table with the following structure: integration_id run_id run_date error_code error_message…

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Data Integration

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