Data Integration

Excel Add-In
I was trying to use the Excel add-in. I installed it and set up the friendly URL for our SSO. When I click to log-in, it appears to go through the process and the brings up a screen with a list of our models. However, if I try to select one of them I get an error message that "Sorry - Your Browser is not supported by…
Locking data in a module after import
Hi All, We have a requirement where the client wants to fix data in a module after an import so as to prevent accidental override of data if another user run the import process in the same module. Is there a way to implement this locking of data. Regards, Prateek
Import List Hierarchies
Hello Everyone, I am attempting to load a list hierarchy through an import file (example below). I have close to 800 locations so as you can imagine manually structuring the hierarchy isnt an option :) . I have tried setting up the headers and in the Grid View and assiging parents of each column header, but the location…
Anaplan Connect archive error file
Hi, We currently are using a batch file which moves the loaded file to an archive folder when the script is done. The issue we are currently having is that the file is moved even if the process of loading is failed. To improve transparancy and tracking of the process we would like to change the script so that when the…
List matching error of importing data
Hi all, Sorry for my vague question. In our model, data import error is happend at the specific module when using "match on names or codes". If I use "Map items manually", importing data always suceeds. What is the possibilities of list unmatch cause do you think? Thank you. ****
Import data in modules with different versions
Hi, I am trying to import data in a module. It works perfectly, except that it automatically copies over the same data in the different versions, even if I specify in the import pannel the it only applies to one version. Did someone already experience this? Do you have a solution? Thank you!
Excel Add-in
hi, does anyone know if the Excel and Powerpoint add-ins are supported on Microsoft Office ProPlus 2016? Our company are going to be rolling this out soon, and we were asked to check if there would be any issues with add-ins.
Integrated Error Handling and Email Notification
* Summary * Section #1: Setting Script Variables * Section #2: Pre Custom Batch Commands * Section #3: Start of Main Loop Block / Anaplan Connect Commands * Section #4: Set Search Criteria * Section #5: Trap Error Conditions * Section #6: Send Email * Section #7: Determine if a Retry is Required * Section #8: Post Custom…
Solving User Security in Exports
Hi Fellow Anaplaners We had an issue of providing user security while giving capability to user to export the report. Wanted to share, all the challenges we had and how we worked around them. Problem: Users wanted to export a report which had Sales target data of Organisations Sales hierarchy and business units. My report…
Anaplan Connect Proxy Setting
Hi All, If any one is familiar with proxy settings of Anaplan, please help me out. My client does not want to input the proxy username and password information on the batch, and trying exclude the authentification process by adding "*.anaplan.com" to their firewall whitelist. Are there any other ways to avoid the input of…
Anaplan Connect Automation
Hi, Can someone help me setting the script variables for sending success/error logs via email? I tried the following according to the "Anaplan Connect Enhanced Automation" manual, but got errors that returned that it failed to find the gmail host. Error message: Could not conenct to smtp.gmail.com:25 Error: Could not…
How to set up import mapping
Hi, Given that the following line items are in a module. Sales amount: Nubmers for actual, previous forecast version and budget have been already populated Current Version: Checked if current version Previous Version: Checked if previous version I would like to copy the value of 'Sales amount' checked in the 'Previous…
Anaplan Connect Batch Script - States Operation is Successful yet no data loaded to list
Hello, I'm having issues where an anaplan connect import batch script, runs stating "The operational was successful. Name of List: 3515 <0/3515> rows successful, 0 ignored. (It always uses 3515, even thought there may be 90 records in the load file.) I've reviewed the Anaplan Connect document which outlines some possible…
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?
Importing custom timestamps
Hi There, I'm trying to import property that has unrecognized date/time format, e.g. Sun, Mar 5, 2017 9:07 PM I see that date format allows setting custom format and use "?" to ignore certain positions. Unfortunately I cannot find more details or examples how this can be used to import above data. Thank you!
Anaplan connect from dashboard buttons
Hello, I have a requirement where in a user wants to be able to do the following as and when he wants to - possibly through a button on the dashboard: a) Trigger a batch file (Anaplan connect) that loads data from SQL into Anaplan b) Trigger a batch file (Anaplan connect) that loads data from Anaplan to SQL As far as I am…
Sumproduct fuction in Anaplan
Hello! I would like to implement logic like "Sumproduct" fuction in Excel. Is there any simple function in ANAPLAN? Thank you.
Best Predictive Analytics App?
Hello, Can anybody recommend the best apphub app that can be used as a basis for building predictive analytics within a model? Looking for a strong starting point and don't want to re-create the wheel, just wondering if anybody has had a good experience with any particular apps that they would recommend us to start from,…
Numbered Lists import
Hi, I am trying to import transaction data into a module. To represent each individual transaction, I want to use a numbered list. Also, since there are many transactions in the csv, I want Anaplan to automatically identify and create the required no. of transactions in the numbered list. How can I import and create this…
Prefered Sources for Anaplan to Anaplan import
Hi, I find it usefull to use the following practice : import from Anaplan model should be setup as such : * import from saved views : 90% (even 100% in some contexts) * import from list : 9% (or 0%) * import from module : 1% (or 0%) Whenever possible, all imports should be made out of saved views. It takes 5 to 10 minutes…
Working with the Module Line Items Export
Whenever I need to dig into the model by line item, I always export the module line items (Settings -> Modules -> Line Items tab) and quickly filter it in excel. The only problem is, when you filter down onto a subset, you lose the ability to see what module the line items apply to. For those of you that use VBA in Excel,…
Anaplan Connect set Directory as a variable
Hi, for those who do ot want to key in very long directory names, you may find it usefull to add a line in the batch, for example immediatly after the ModelId intruciton, and this extra line is illustrated below : it's the "SET DirImport" statement : set ModelId="My ModelID"set DirImport=\\servername\directory\ANAPLANset…
Anaplan Connect Alerts
Hi, I have set up several scripts for Connect, using JDBC to SQL etc., and all working ok, except there is a new requirement to alert someone if anything fails. They want to use a windows scheduler, but has anyone been able to write any scripts to send an email automatically when connect encountrers an error? Many Thanks
Data Integration Community
Hi How do you get access to the Data Integration community https://integration.anaplan.com/login/ as the site does not allow you to register or login with your existing login details. When trying to register it states "We do not accept registrations from that domain." Cheers Alan
Refresh Timestamp/Username
Could a timestamp and username be automatically added when an Excel file is refreshed via the add-in? This way the end user or another person who opens a workbook knows the last time the file was refreshed and who carried out that refresh? This also would help with version control.
Exporting Revision Tag details in excel
Hi there, Just wondering if there is an option of exporting Revision Tag details in Excel or other formats? I am trying to get all revision tags exported in excel for detailed documentation purposes. Thanks, Vish
Error on Importing Codes for Line Items
Hi, I already have line items in my module but I forgot to include the codes when I first created those line items. Now, I would like to add their codes through import. However, when I try to import, this is the error: distinct names found for same code - check mapping and/or data. What could be the cause of error and the…
Refresh Timestamp/Username
Could a timestamp and username be automatically added when an Excel file is refreshed via the add-in? This way the end user or another person who opens a workbook knows the last time the file was refreshed and who carried out that refresh? This also would help with version control.
How do I clear out a module for items that are not in an import file
I need to clear out list items that are not in my import file but only for a selected version
Logic set up by list
I have a question regarding logic set up by list. I want to use different logic for 1 line item by lists. For example, there are 3 list item for 1 line item. * list item : BI, PD, OCD * Line item : forecasted figure for frequency When I set up logic for line item, I want 3 years statistics for BI, 2 years statistics for PD…

Data Integration

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