Data Integration

Cloud works AWS S3 Automatic file selection from dropdown
In Cloud works AWS S3 connection, user get to choose file from dropdown. If a similar file is generated month on month with a slight change in name (For e.g.: ABC_Apr22, ABC_May22 etc.), then user will have to manually change the data source and there will be no automation for this. I recommend giving asterisk/wildcard…
When do your integrations require workspace administrator privileges?
Generally, you don’t need to have Workspace Administrator (WSA) privileges to run integrations; however, there are still some specific instances when they are required. This guide will provide an overview of when your integration user requires WSA privileges. Anaplan user types involved in integrations First off, let us…
Export Anaplan Data with Non-WSA User
A customer’s Anaplan COE needed to share planning data with an internal department. The solution below leveraged a non-WSA (Workspace Administer) user account with Model specific access and an Anaplan Connect script to deliver the required data. 1. Create a non-WSA user ‘service account’ as an Internal user, although this…
Calls Anaplanners France S3E2 - Jan 2023 - Part 1
Un immense merci à Thierry pour avoir excellemment exposé les moyens et techniques permettant d'intégrer les données dans Anaplan. Dans cette première partie il aborde les points suivants : Vision et stratégie d'intégration d'Anaplan Et, les API's
Calls Anaplanners France S3E2 - Jan 2023 - Part 2
Thierry aborde dans cette deuxième partie sur l'intégration des données les points suivants : Modalités d'intégration et démarche de sélection Bonnes pratiques Sécurité Road map
Anaplan connect error - Anaplan API : Basic Authentication Failed!
Hello Anaplan Community, I am currently facing an issue with Anaplan Connect. I have made an import script and when I run it on my laptop it works completely fine. But when I sent it to the client IT team, it did not work! The command keeps attempting to request the API until it gets to the following error message :…
Errors while running process.
Hi, I'm getting below error while running for all process in the model which were running correctly till last week, each process involves imports from multiple models(1 -5), what can be reason for this error? what is workaround? error -> Error Message : "localMessageText": "Import connector: Failed to retrieve data from…
Anaplan to Tableau Unexpected Error when Creating Relationships between Exports
Hello fellow Anaplanners! I'm curious if anyone has encountered the following error with the Anaplan to Tableau connector? Our Tableau developer is attempting to create an extract and define a relationship between multiple exports from Anaplan. The error message isn't clear as to the underlying cause, the data/export is…
SAP Open Connectors with Anaplan
Dear Experts, Just wanted to check if Anaplan supports integration with any of the available SAP Cloud Connectors? What I see is below only: https://help.anaplan.com/anapedia/Content/Data_Integrations/Third-party_Data_Integration.html I do not see any integration with SAP Cloud Platform. Thanks, Amita
[Updated] Level 2 Sprint 2 DAT03 Historic Volume
Hello Experts, On DAT03 Historic Volumes my volume line item don't match with the values for FY20 but does match with Offset volumes for Fy20. I used the following formula: IF 'SYS01 Time Settings By Week'.'1st Forecast Year?' THEN OFFSET(Volumes, -52, 0) ELSE 0. also in DEM03 demand forecast pulls only FY20 data not FY21,…
Can not see download errors unless downsize browzer
Hi, I have a question about downroad error when run import. If there are many import error, we cannot see downroad error button. I can see this button when I downsize the browzer. Does Anaplan plan to modify this problem?
Level 3 Sprint 1- 4.2 user story
Hi Experts, I don't have FP&A model to import the data for the list. Kindly advise me for the import process
How to keep Data in a Version "Locked" when Source Data Changes
Hello, I have an interesting challenge I am trying to solve. Background: * We have 4 Forecast versions. * Version Forecast (3+9) means that the forecast has 3 months of Actuals and 9 months of forecasted data. * Actuals data is loaded from a source system. The Challenge: How can we ensure that all data in the Forecast…
Exporting From The Agile App and Importing into Jira
Hi, Does anybody have experience exporting User stories (Desription, Progress, LOE, % Complete, etc) from the Agile App in a format that will allow us to import that file into Jira and have Jira updated with the same progress?
User-friendly way to override a formula in a line item allowing to edit the cell
Hi everyone, I was wondering if there was a way to make it possible to edit the values of a line item that has a formula. The most obvious way and that is taught in the Model Builder training is to do an override. To do that you create 3 line items: * One with the value you want to override with. * A boolean that indicates…
Excel Add in - Insert new items functionality
Insert new items setting does not work as expected. If you have it selected, ALL new items are pulled in, not only the new items that are part of your parent selection. Example: Hierarchy list of L1, L2, L3 and L4, I only want certain L3 members and all of their descendants, so I check one of these values and all of the…
Send Email alter or show alert on screen remind
I'm working on a cycle that will end when the end date is specified. I'd like to send the email 10 days before the deadline. Also necessary to display an alert on pages in order to check the end date and next cycle data. Is there a way to do this in Anaplan? @Sravan @prabhu
Level 2 sprint 1.3.3 review lists in Tree View
Hi, i have imported all 3 files (Regions, Countries and Locations) when checking the work against the example given i have no lists showing in tree view. It should look like this: but i have this data was imported in blueprint as so: which came out like this pivot is can anyone help? this is the case across all 3 (regions,…
Unable to load special characters using .CSV file
I am unable to load special characters in Anaplan using an import where file is the source. Kindly note the following: 1) Import is setup with text encoding set as UTF-8 2) The format of file that is being loaded is .CSV Following is the text i am trying to import and the text that is getting loaded in Anaplan: To…
Export dashboard
Hello, When I export a dashboard to Excel, I can see the below if I use the “grid view”. Item $$ Style A 100 Style B 200 Shoes 300 However, I’d like it to be like this: Parent Item $$ Shoes Style A 100 Shoes Style B 200 Is there a way I can do this in Anaplan? I'd like to just export the current page. Thank you so much!
Add Ability to "Push" data to another model as opposed to always "Pulling" data into a model
With a data hub model in place, it would be beneficial to run a series of actions or processes, on-demand or via Anaplan Connect, that would take data and lists from the data hub and "push" from the data hub to the downstream models. As Anaplan is architeched and working now, you would need to go to downstream models,…
How to Import List Items having same names as that of its parents?
I have a List A whose Parent is List B. Now for few items in list A have their names same as that of its respective parents in List B. When Iam importing Items into List A, all the items are getting imported except those items whose names are same as that of its parents in List B. The error that is coming is Key for this…
Community perspective: Version switchover management from UX Page with API
The Anaplan API offers many improvements to model management, which can help improve the data quality and make work more efficient by eliminating repetitive tasks, which are error prone. One area where I have found myself doing repetitive tasks is switchover management. Especially when dealing with multiple models it…
CloudWorks—This is how we use it, Part 2: setup
In Part 2 of our CloudWorks—This is how we use it series, we're diving into how to set up CloudWorks. Need a refresher on the basics of CloudWorks? See Part 1. Before starting anything, you need to identify and create an Integration Administrator (Learn more here: Access Control).Ready? Let's start Before we dive in, this…
Integration to between Workiva and Anaplan
Hi, Can I use Anaplan Cloudworks to have data integration between Workiva and Anaplan? I need to load data from Workiva to Anaplan. Thanks, Tom
How to make a numbered list to populate another numbered list increasing its size?
Hi everyone, Anyone knows how to submit data from a numbered list to another numbered list (with the same dimensions) by adding lines to that other list? Both lists are numbered because their items have no identifiers such as code or name. The idea is to have an initial list that is blank that users fill out, and once…
Level 2 Sprint 1 List Import Errors
When I imported flat files for Sprint 1 1.3 I did not include a parent as instructed, so my country list has only a code, and my location list likewise (see image). However, when I then import this list into G2 Country, it now has no parent listed under region. When I try to write a PARENT(ITEM(___)) formula, I receive…
Exports linked to saved view and user selection
User Story As a model builder I would like to set-up exports that are connected to saved views and that synchronize with a dashboard to provide for end-users dynamic & efficient export possibilities and enable sustainable integration with other systems. Explanation Unfortunately, we are not yet in the position that all…
Anaplan Connect 1.4.4 Upload Error
Hello community I try to run Anaplan connect to import data from my local computer with email and password. But it doesn't work. I've already set import file as Admins Only. I don't understand just this error **** what is wrong. ERROR [c.a.client.Program :650 ] 9204 |-- Anaplan API: Could you tell me what is wrong? bat…
Import is not working with saved view contains 6 dimensions or Lists
Hi, I am trying to copy the one line item data to another line item within same module by using an import action from saved view(Source) to module(Target) and it is not working in expected way.. Module and saved view have 6 dimensions or lists, due to this i could not bring all these lists into Rows section of pivot option…

Data Integration

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