Data Integration

Google Sheets Add-on: Send formula driven figures back to Anaplan
The idea would be to receive information from Anaplan, have the ability to update the information using editable inputs (e.g increase sales forecast by 10%) and then send the result (of Anaplan data * 10%) back to the Anaplan module.
Import Shipping Expenses into OTH01 Module
Hi everyone, I'm still struggling with the import into the FP&A model (Level 2 Conclusion) Here's the mapping I have had: And here is the error I have got: Here's how my INV05 Shipping Export module looks like in a Blueprint mode: Is there any chance someone could help me, please?
Clear all items reset to "Match items in source" when a dimensions mapped on "Fixed item in" or info
Recently I had and issue with a Model where the import setting “Which target items to clear prior to import?” was set to “All items” but not visible in the import screen because the Diemension was remaped to single item. Altough the Dimensions was mapped to a single item, it was still cleared all items but that setting was…
How can I add dimension item ids/names to a module through a transactional API?
Hi I'm currently trying to use the write cell data transactional API to fill a module in Anaplan with required information. However I can only currently add to dimension ids/names already defined in my module. For reference, in my current module Dimensions sequentially increase in number #1,#2,#3 etc. I can add to these…
Anaplan Implementation Requirement Gathering for Retail Sector
Hello RAG Members, I hope everyone is doing well! We might have an Anaplan Implementation project coming up in the retail space, and I was wondering if you can share any material on requirement gathering. I am mainly looking for sets of interview questions that can help to define dimensions and modules in Anaplan. My…
Internal access (Full access) for Cloudworks to work on Selective access in Admin Portal
Hi Team, At present for the cloudworks actions to read the lists with selective access, 'internal (full) access' must be enabled within the list, which is quite tough to do in a live production model without disturbing the user's access. It would be ideal and intuitive if the access was controlled externally either through…
Issue with download SUM Demo Model
Hi, I'm trying to import model 'SUM Demo' Model into my workspace but I can't find it. Can you please help me? Thanks, Ana
Size.csv missing - unbale to import the data
Hi, I'm not able to import the Size.csv file into workspace due to the fact that I can't find it into the training or into the Anaplan. Error message displayed: he uploaded file is no longer available; please upload the file again. Can you please let me know where I should find the files? Thank you, Ana Maria
Cloudworks Integration "There was an internal server error" for BigQuery Data Source option
Hi experts, I was trying to export Anaplan data to BigQuery via Cloudworks. I have established a connection but when I am trying to set up the integration, I keep encountering the issue of "There was an internal server error" under the Data Source option. Can anyone provide any advice on how to resolve this?
Format while manually exporting data
When we manually export data from the anaplan model, several formats of the data can be exported. I want to know the difference between the two formats 1.Comma separated values(.csv) and Comma Separated values for Excel(.csv) 2.Excel(.xls) and Excel (.xls) not formatted 3.Excel Open XML(.xlsx) and Excel open XML(.xlsx) not…
Make Bulk Copy between Versions an Action
Currently our team EVERY WEEK, has to bulk copy the current version to the previous version because there is no way to automate this. That is 52 manual interventions every year. If you could create an ACTION that would allow you to bulk copy and have user select source version to target version, than we can schedule an…
4.8.2 Activity: Import Data into E2 Employees# List
Hi Anaplan community, Had a bit of trouble importing employee details into the list. I followed all instructions given in the community regarding this and even tried deleting and importing the list multiple times but it still displays employee number instead of name. Hope someone can help. Thank you!
Level 2 1.3.6.3 Create Build Location Saved View
Hi, I am not able to find the parent column so I cannot do a saved view. Can someone let me know what happened to this? Instead, there is only country column. The task is asked us to save Code, Parent, and subset line items in a saved view. Thanks! Also, locations flat is a flat list, right? Why do we have a parent column…
Update Current Period Action from Data Hub Not Working
I’m having trouble with Updating the Current Period action using an imported line item from the Data Hub. I created a systems module and added a Current Period, time formatted line item with no dimensions in the Data Hub and Spoke Model. I created the action to Update the Current Period in the Data Hub and it worked…
1.5.6.2 Import Data into Historic Volumes Module. Need some help
Hi, I am having some trouble trying to import data to the module: I ran the upload and it is successful. But then all the volumes data in my module is all the same, meanwhile in the import file each volumes are different. Any idea where I went wrong? Please help 😞 Thank you
Non Workspace Admin Integration Admin
Hi, Just wanted to understand if it is possible to assign someone with the 'Integration Admin' rights but not the 'Workspace Admin' rights. Could not find any related literature. Regards, Aakash Sachdeva
How to connect azure blob storge in Cloud works to integrate Anaplan to Azure. Facing an error.
I have created a SAS token for azure blob storage, but when i enter it in Anaplan to create a connection it is giving me "Failed to create a connection. Azure Blob HTTP Error." I have followed technical documentation Steps, but unable to find a solution.
Filtering Archived Models from Tableau Connector
Hi, In our implementation, client is using a Tableau Connector to refresh data from Anaplan. To refresh the data, client has to select three values from drop-down menus. Workspace Model Export In the Model drop-down, all the archived models are also visible to the client. Is there a way we can restrict these archived…
Facing Timeout error while running a process using Anaplan connect batch script
Hi, I am trying to run a process through Anaplan connect but it throws timeout error while executing the process, though correct details for Workspace ID and Model ID are set in the batch file. When tried to execute the same process through REST API using the Postman platform it works fine. The error says that model is not…
CloudWorks: sequential process startup
Hi everyone, In addition to the scheduled startup, please implement the ability to start the process sequentially. We have 30+ night integrations and we've spent a huge amount of time setting up start times for each of them. Since the duration of each integration is not a constant value, but can vary widely (instead of 4…
Ability to combine processes across models in CloudWorks
The use case is to orchestrate a data integration workflow in one CloudWorks schedule containing steps executing model-to-model imports from many processes residing in various models, e.g. update DataHuab lists and modules, then update planning model lists and modules, then update reporting model lists and update.
Sort Workspaces in Model>Model Import View
When setting up an import and selecting the "Connect to Anaplan Model" option, if you need to navigate to a different Workspace, you may be in for a bit of a maze. The workspaces are randomly sorted today, when nearly every other view (manage models from home page, new breadcrumb navigation in updated modeling experience)…
January 2023 releases and February sneak peak
Hopefully you've all been able to get your head around the new Community platform. Hint: always go to product.anaplan.com for new platform related stuff! No doubt @Paul & @CatherineH will bring this up in March but there's been a tonne of new-ness released and we're only in February. For me shapes in Management Reporting…
Exporting data to different tabs in excel
I'd looking for something that I think I've seen in other systems referred to as "explode" functionality, which would effectively create a new excel tab for every list item and export to that tab. So, if I have a department list (for example), I'd like to export data to excel and have a tab show up with the data for each…
Automatic DocuSign Workflows
The native DocuSign integration with Anaplan makes it simple to share information between Anaplan and Docusign, but the process to issue envelopes or track changes back in Anaplan can sometimes be quite manual and time-consuming as envelope counts begin to increase. This article will walk through a script to automate this…
Workflow triggers Import/Export
Having CloudWorks schedule imports between models is useful, but users still need to wait. Our users are participating in a workflow, data is ready to move from the source model when a workflow step is completed. Can we trigger imports or exports, or model-to-model imports from workflow?
combination of properties import code creation
Anyone who has imported on a combination of properties into a list will understand the frustrations that can arise. For me there are two specific frustrations that i can think of a simple solution to. The problems: 1. Importing into a list using a combination of properties ALWAYS creates a new list member even if the same…
Export - Data Source
Hi Community, I am thinking that would be very beneficial for model builders to have the possibility to view Data Sources for Export Definitions. For the large models with lots of external integrations and different export actions is pretty difficult to follow the source of a particular export if you can have dozens of…
Export defined in a model should be connected to a view
Hello Team, Currently, when we create exports and save them in actions - they are disconnected from real module views. Example: if you create a new export definition, based on a current view (with a filter or smth else) it is not possible to revisit and amend this view after some time and see what view is feeding an export…
Native scheduling action in Anaplan (w/o API. Connect or 3rd party integration tool)
Could Anaplan action iteself allowing for scheduling? (i.e. a common use case would be you have an action that brings data from Data Hub to Spoke models and data in Spoke models need to be refreshed everyday) - It would be super helpful to have this function built-in at the time the action/import is set up in Anaplan,…

Data Integration

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