Data Integration

Allow filtering of tabular multi column exports from transactional api
When defining tabular multi column (TABULAR_MULTI_COLUMN) exports from the UI, you're allowed to specify a boolean line item to filter the results. This functionality is not built out within the transactional API. The API documentation alludes to this option being the case, but it is not supported. Without this filter you…
Mapping timescale during import and ignoring some columns
Hi I would like to know how do I ignore several columns from the source CSV file while importing data , where the first columns contains list and apart from several columns I want to ignore, Column headers are mapped to time. Attaching screen shots for your reference. In the source file attached , the first column simply…
Inquiry Regarding Anaplan Integration Process and Schedule
I have created an 3 Integration Process and added it to the Integration Flow and Schedule using my ID. I have a couple of questions regarding this setup: If the update schedule is modified using a different ID, will the process continue to run under my name, or will it reflect the name associated with the new ID? In the…
Text format validation
I would like validation functionality for text formats in Anaplan. When entering names of products or items in Anaplan and importing them into external systems, import errors occur if the input contains strings that the external system cannot import. Having text input validation functionality in Anaplan would facilitate…
CloudWorks AWS S3 file list
It would be great if once you have input S3 access credentials and established the connection, CloudWorks would present you with a list of available files to choose from, instead of having to input the filename. Furthermore the ability to reselect the file to be imported by the connection will speed up integration admin a…
Can we export data from anaplan and directly load into other tool via Rest API?
Hi, Can we export data from anaplan and directly load into other tool via Rest API, without exporting csv or text file.
Clear an entire module
Scenario: If I am importing data into a module and a line item no longer exists in the source file, the Clear Before Import will not clear that line item as it will only clear line items that are coming in from the file. This can lead to numbers being off. Current workaround: Create a duplicate module that is filled with…
Cloud Works integration
I apologies in advance if this idea has already been posted🙂. In Cloud works if we delete any integration by mistake is there any solution or process for reverting it back again or to see what we have deleted and revert it back .
Import Scripts run successfully but target module did not update as expected
Hi, We're able to set up a scheduled import actions using Java scripts with certificate authentication and it appears to run successfully according to the import history, but the target module in ANAPLAN is not being updated as expected. It seems like it is still importing the old csv file instead of the new one. Also, we…
export Anaplan data decimals precision to PowerBI
Hi Anaplan Community, I am trying to export data from Anaplan into Power BI using the Anaplan Connector. I manage to get my values into PBI, however, I miss the decimals precision which I see in Anaplan. Example: in Anaplan my number format is set to show 3 decimal places, so 594.450 (US notation), five hundred ninety four…
Set one column of source data as "Not Applicable" for this import
Dear Anaplan Community I am looking for a way to "ignore" one column of data from the source file as irrelevant when uploading its data into module. Source file contains columns as below. Column D is actually the code of Column C inside Anaplan model. And Column D is there because client wants visibility into expense type…
How to use OAuth authentication in Anaplan Informatica Connector?
Hi All, I am trying to test OAuth Authentication in IICS Anaplan Connector. Is there any documentation specific to the Anaplan Connector having steps for setting up the authentication available? I noticed we have documentations with steps for Anaplan Connect and API , but was not able to find any that involves Anaplan IICS…
Any Way to Switch a Cloudworks Integration from AUTO_DEACTIVATE
Is there any way to force a cloudworks integration to toggle back to ACTIVE from AUTO_DEACTIVATED? Context: We built a number of integrations and scheduled them to run on the weekend. If an integration is scheduled to run during the regular maintenance windows, eventually the integration in cloudworks will flip to…
API Authentication error bc of need to reset password
Hello, The IT team of a client has built a integration with the data base to Anaplan using the API. They have a problem of Authentication when Anaplan ask to reset the password, giving a 401 unauthorized, so they have to go to the Anaplan page and reset the password and make the changes on the integration. Is there any…
Is it possible to have an anaplan export automated having 2 dimensions in columns?
I am trying to create an automated export of a view that has time, as well as line items in columns. I have tried this via Cloudworks and Informatica but it is not working. When I am manually running an export in anaplan its working fine but not via integration.
Level 1 Exam - Model Building Activity 4 importing data into SYS08 Employee Details Module
Hi Team, I need your help on this data importing. I have downloaded the Employe Details by Role.txt file but, I see the data is not being mapped correctly into the SYS08 Employee details module. Downloaded CSV format : I have tried by converting CSV to txt format. Still the data is not being mapped properly while…
How I Built It: Data Hub basics
Author: Josh Baker, Certified Master Anaplanner and Senior Vice President at PJT Partners. Hi Anaplan Community! I’m excited to share my new ‘How I Built It’ video on Data Hub basics, including setup, automation, and model to model data/attribute loads. For some background: The demo utilizes comma separated files…
Navigating data integration challenges in Anaplan: strategies and solutions
Author: Shivankur Sharma is a Certified Master Anaplanner and assistant manager in the consulting industry. In today's data-driven business landscape, organizations rely on robust tools and platforms to streamline their financial planning and analysis (FP&A) processes. Anaplan, with its versatile capabilities, has emerged…
Anaplan Data - Real Time Access
Hi All, We are trying to access Anaplan Module level data using Python. I just wanted to access Anaplan data (Module Level Data) in real time by using Python or Java without getting data from Anaplan with flat file. Also wanted to establish Connectivity between python & Anaplan in the real time. So we can get updated data…
Experiencing Occasional 'Basic Authentication Failed' errors under SSO
We recently switched majority of our workspaces over from Basic Authentication to SSO for security. To populate our models with data that is rapidly changing we push data through our internal data store through an ETL (Workiva formerly known as OneCloud) hourly sometimes more often than that. There is a dedicated service…
Better solution for a nested IF... but I can't think of one
I am working through many many modules and removing 'bad' data or process and have come across a nested If formula, and cannot think of a better way to replace it. Have a module with 2 sources MATERIAL and LABEL TYPE. Within the material list we have several labels (FRONT, REAR, DECAL + 6 others) In the module i need to…
Anaplan API 2.0 Python Library - [Updated March 2022]
* Getting Started * Gathering the Necessary Information * Authentication * Getting Anaplan Resource Information * Uploads * Executing Actions * Downloading a File * Get Available Workspaces and Models * Example Code After a significant amount of refactoring, I'm very pleased to announce the latest release of my Python…
Salesforce CRM Analytics to Anaplan Connector?
Hi all Anaplanners, Does anyone know how to connect Salesforce CRM Analytics to Anaplan to enable one way/two way data transfer? Thanks, Jim
Power BI Enhancements/Limitations
The following will be primarily based on my recent experiences with the Power BI Connector and Anaplan. Positives: 1. The Authentication has much improved and the use of SSO relieves a lot of data concerns when creating Power BI Reports. 2. Able to run multiple exports into the same model Negatives: In my experience and…
Integrate Anaplan in Power BI
Hi community, Have you guys have any experience integrating Anaplan data model into Power BI? If you do, please share. Our company is planning to integrate Anaplan data soon, and I am just researching for a proof of concept.
Anaplan Model Back Up Automation -[Copy and Archive] process
Considering that the Copy & Archive feature under Manage Models in Anaplan can copy and archive a model without impacting storage size limits. How can I implement an automated daily backup solution for Anaplan model data, given that there is currently no in-built scheduling feature for the Copy & Archive ? My clients…
Current Date Update
Is there any other way that we can update the current date with out using cloud works, Anaplan connect, or any middle ware ETL tools. Through the anaplan system i need to update it not manually and not by uploading the excel file
Anaplan error - Error parsing key for this row; invalid data: , , ,
Hi All, When I am importing a file to a list I am getting an error as "Error parsing key for this row; invalid data: , , ," even though there is data in all the columns. Its a transaction data set that I am trying to import into a list with list properties using a combination of columns as unique identifiers. It shows…
Source Object Name refresh in Import Data Sources tab of Actions (Model Settings)
The Source Object Name in the Import Data Sources tab of the Actions section in Model Settings is a very helpful piece of information when tracing source module views used in Actions. Model builders normally export this information to an Excel output and filter on the source object name to check which actions are dependant…
Unlocking High-Efficiency Data Uploads in Anaplan: A Multithreading Approach
In cloud-based business planning, the ability to swiftly and effectively upload large datasets is an important aspect of maintaining up-to-date planning. This post introduces the concept of multithreading to enhance data upload speeds to Anaplan significantly. This approach, however, is specifically tailored for data…

Data Integration

Discussion List