Data Integration

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,…
Import from SQL Receiving Error - "Anaplan API: Cell text cannot contain tab character"
We are attempting to switch our source from excel files to a SQL server and are receiving this error when running the scripts for Anaplan Connect. The job is successful for the initial two tables but we're experiencing this error on the final table. The formatting and configuration is similar for all tables so unsure why…
issue on loading the import file chunks
Hi all Our integration partner is having issues setting up the upload of text file based data objects towards our Datahub model. They are using the setup of importing file chunks (Upload a text or CSV file - Anaplan Technical Documentation). Somehow, it seems the import of the chunks is interfering, not causing the chunks…
What is the difference between Modules and views. can multiple views creation possible in a module?
3.) What is the difference between Modules and views. is it possible to create multiple views for one module.
Cloudworks Integration Email "Cloud works integration broken."
Hi Team, I have a few requests for cloudworks: * Can we have the ability to select the users that will receive email notifications for cloudworks * If an integration file is processed via cloudworks and it has any records that come up with ignored or any rows that that failed an email is sent that says "Cloud works…
Anaplan Cloudworks - Azure Blob Storage Integration
Hi All, I am trying integration via Cloudworks to import csv files from Azure Blob Storage. As per Anaplan Documentations, its just mentioned Azure Blob storage. Is it the ADLS2 Gen 2 Blob storage or normal azure blob storage which is required for Cloudworks integration. Thanks
Ability to include Line Items within DocuSign Workflow Names (& therefore DocuSign email Subject)
We would like to have a small number of DocuSign Workflows which can be reused to complete standardized processes which are initiated in Anaplan and completed in DocuSign. Currently Anaplan uses the DocuSign Workflow name as the Subject of the email which is sent from DocuSign. This means that each email recipient receives…
CSV Upload - Help
Hi, I have a CSV file with Time Period, however, this fails to upload into Anaplan. How do I fix this? Thanks
Invoking Informatica jobs from within Anaplan on a button click
Hello, We have a bunch of Informatica Integration jobs that receive data from other systems like Salesforce and generate csv files to be loaded into Anaplan. We use Anplan Connect (Anaplan_Client.bat) to invoke the actions to load the files. These jobs are scheduled via informatica and few of them are through Windows…
DEM01 Volume Growth Rates - Import issues
Hi, I am having some issues re- uploading the data to module DEM01 Volume growth rates. The current view that I have is the following and is not picking up the growth rates by product category. However when i do the import, it shows as it has been successful. See below my selection and successful screenshot message Any…
2.3.8.2 Import into DEM01 Module
only october month is loaded during importation targert still on week eventhought i changed it for month time mapping
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…

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Data Integration

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