Data Integration

How can I change the hierarchy of list parent in module
Hi, I'm figuring if it is possible to change the hierarchy of list parent in module line item For example, I have the following list 'Test 2' with child 'A' with parent '1' and child 'B' & 'C' with parent '2', where the high level of list 'Test 2' is list 'Test 1' with two list item '1' & '2' I have put the following list…
Create an action using command line/shell script Instead of creating an action in anaplan.
The below feature is not yet to be included in the Anaplan Connect: Create an action using command line/shell script Instead of creating an action in anaplan.
Ability to search Excel Add-In page selectors
The Excel add-in currently does not allow users to search for list members within a page selector. This almost makes the add-in unusable for organizations with large lists. The solution would be to add a simple search option similar to the Anaplan dashboard/page interface, where users can click a drop-down page selector…
Dynamic names for exports
It would be nice if we could define dynamic parts in the export filenames. For example a timestamp and or information about the selection perimeter for example : define the name like VALIDATED_INVOICES_%ORG ITEM%_%YYYMMDDHHMMSS%.csv that produces a file named VALIDATED_INVOICES_FRANCE_20211005165155.csv when generated
Working with Processes and Actions
Hi Team, Placing these here as a bulk request: 1. Would like edit/view contents of Action when I find it in a Process. Today I have to abandon the process then go find it from the Actions list. 2. Search Actions when building a process: When building a Process we have to scroll up and down the list of Action (which may not…
Action Logs Not Capturing List Formatted Line Item Copy Across Changes
Hi Community, My query is more from a workflow management perspective. I will try to explain my case below : 1) I created 2 test modules both with same structure of dimension and list formatted line items. 2) The idea is that one module will act as a clearance module, i.e., will clear the line item values in the Target…
Experience with Cloudworks model to model integrations
Hi All I have noticed below with cloud works model to model integrations so far . Unsure if anyone else have noticed these as well * when setting up integrations page refresh is slow and hangs * when manually starting integrations i get message failed to start integrations randomly and after trying couple of time it works…
File format notification for uploads in new ux
We need to able to see the exact format(txt,csv) below the upload a file when we do file upload in new UX. Currently what ever the format of the file the action is created, it shows csv only. This creates the confusion for the user on which format the file as to be uploaded.
Data Import
In a dashboard, to update the forecast of particular FY, the user selects the FY and runs the process. But, instead of uploading file of selected FY, he uploaded another FY (say FY21 instead of FY22) file. When he ran the process, selected FY existing data wiped out in the target and no change in data of another FY. He…
Export Actions in a Process
It would be useful to be able to export the Actions contained in a Process. Currently the only way to extract them is to highlight them all copy and paste into Excel. Add a column numbering 1 to x and then sort on the action name to get rid of the "Remove" labels and then re-sort back on the key to get the Actions in the…
Adding actions in the process
Similar to adding modules/lists, there should be a way to add action into the process by selecting the action that are already present in the process and be able to add before/after the selected action. As the action will be added at the bottom on the process by default it is time taking process for moving action to the…
Level 1 Model building Lesson 4 Lists
So I am playing catch up and I cant figure out the correct mapping for the list. I am on 4.6.5 Activity Import Data into G3 Location List. It doesn't outline the file mapping and sources like it did in the previous activity so Im just wondering what the correct data is for that. I import the list but then I get stuck on…
hide values in cell based on bolean check
hello guys, i have this module dimensionned by a list. The list is made from differents families and the row axis is made of many lines item and whenever an element is added by the user it insert itself on top of the its parent(family). so the parent is the total line of his elements, what i want to do is to be able to…
Missing data in forecast version of REP03 module
Please help. I am Missing data in the forecast version of the REP03 module and cannot figure this out. I feel like I've checked everything three times, and don't know why the data isn't populating.
Import data into the P3 SKU list.
Good Morning Everyone, I'm trying to import data into the list P3 SKU . I couldn't find the view Build SKU in SYS12 SKU Details module though i have already created the Build SKU saved view, tried to log out to let anaplan synchronize but it doesn't help , I cannot proceed further . Any suggestions are most welcome .
Upvote here if you like the idea of Management Reporting Exporting to PPT!
See this article on Idea Exchange if you like the idea of being able to combine the power of Management Reporting in Anaplan with the output of MS PowerPoint - could be a fantastic addition to the offering.
Email alert/notification if any error in log
HI Team, I am looking for a shell script which can send an email alert/notification if there is any error in Anaplan connection/logs. Regards, Tushar Bachhav
How to avoid garbled characters when importing
Hi, I want to import csv file which has Shift-JIS encoding which is Unique code in Japan. I have a problem the text has "(株)", "No.". <Data source> No. <Anaplan> �� I think this text is windows's environment-dependent character. So I changed the import setting from Shift-JIS to windows-31, and I could solve it. Does…
Export data to Excel, later version
Hi all, I am wondering why, when exporting data from Anaplan into Excel, the file type is a Microsoft Excel 97-2003 worksheet? Why are we using such an old format? Is there an option available to export to a more recent Excel version? Excel 365? We currently loose functionality in this old type of Excel sheets. thank you!
line item subset filter
hi! How do I show or hide different line items in a filter using line item subsets? To do this, we want to use the ITEM function to retrieve items from the line item subset list. What can I do to help?
7.2.1 Activity: Import Data into Product Details Module
Hello Please help, i spent already an hour and half to make a view needed in the task - i still have the wrong view. What I have The view needed Please help to solve!!! Thank you! Anton
import logic
Hi Anaplan Community, Below is the item I need help with this is regarding the clients extractor process. JFC will be sending 2 csv files for their extractor process. Below is the table with Months spread according to project name (this includes not in Budget – which is normally empty according to the user). Now the column…
Excel Add-in: Restore Connection after module rename
Hi all, Is there a way of restoring a connection to a module via Excel Add-in after the module has been renamed? the re-map functionality does not work either (model ID is the same) . My connection stopped synchronizing and the only change is the module name and I found below restriction on Best Practices for Excel Add-in.…
10.2.2 Errors
Hello, Can someone tell me why I am getting errors? What happened to my total? Thanks,
Add a item number when importing to modules
Hi, I want to import "order" file to modules. I have several modules which has Item number List as Applies To. module A & B. I want to import this type of csv file. This order files don't have order no. So I have to add Item numbers to first row. When I edit the csv files, some Lineitem( other) has 0 on the dead will…
Now available - new release BIG VALUE in terms of identity management and security! SCIM is here.
Anaplan System for Cross-Domain Identity Management Further progress and updates on User Management and security/MFA. See here for the latest on SCIM These are REST-based APIs that can be used to integrate Anaplan and a SCIM-compliant identity source, such as Okta. Designed to simplify user management, SCIM APIs allow…
Export API call returns only module headers
Hello all, I am trying to export out data from a module via an API call using an existing export action. Have successfully initiated the export action and retrieved the file details (chunk numbers etc), however when I attempt to download the first (and only) chunk details the API call only returns the module headers…
Workspace message error while importing a file
Hi, I have a little issue, In my development model i have created a process in order to import members of a hierarchy list regarding code, name and parent, in one step of the hierarchy for exemple let say that we have 4000 lines, in the lower level we have 40 000 each with parent, code and name, when i run this process…
import duplicate list item
how can i import duplicate data from excel to list : remember there is no parent or code with in excel i only want to import main channel please check screenshot THANKS in advance
API Anaplan Connect Export Action give no data
I can set a batch file that works and exports data, a small bit, but if I switch the action to a different one, it returns only headers. This is the exact file minus username:password and action name and path are removed. To be clear, the action run by hand exports a csv and the data is all there. If I run it via…

Data Integration

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