Data Integration

Export module with comma as decimal separator
Requesting an enhancement to be able to export to file with comma's as the decimal delimiter. At the minute the export is not using the Number format options of the line items. So if I set my line item format to have Comma as the decimal separator, the export ignores it. If there's an Import option to do this, shouldn't…
Run multiple 'Delete Actions' at once
There should be an option to run multiple delete actions at once under the Actions tab. PROS: Time Save Faster execution (Extra space)
How to convert flat data into monthly - GL example
Confused on how to work with this flat data and derive monthly values from it. Appreciate the help! Each row is a unique combo of Account (GBAID), Ledger Type (GBLT) and Year (GBFY). The snippet attached is 4 entries for the same account and ledger type for 4 different years. GBAN01-12 are entries by month. For example,…
Delete items of list with no parents
Hello all, I'm trying to delete items of a list that are not linked to a parent. Therefore i cannot use "the delete from list using selection" action. Do you have any tips to achieve that ? The list is quite huge so it's difficult to do this clean-up manually. Thanks for your help, Maxime
Allow for more control around duplicating, adjusting, and managing Exports
Imagine you need to update an export with a new column, but you want to retain the previous export for another group. In order to create this new use case, you now have to create an entire new export OR you have to inform the other team that you are adding in additional columns (even if you are allowed). Once you do fix…
Creating custom codes best practices
What are the Creating custom codes best practices. I cannot find in custom codes creation video please.
Import using Python api insert not happening only update
Hello Team, I am trying to import csv data into Anaplan using API 2. but whenever I import new data is not being inserted old values are being updated correctly. When I import new data using browser it works perfect. dataFile = open(data.csv, 'r').read().encode('utf-8') fileUpload = requests.put(uploadURL =…
Level 2 FP&A Build Guide for lost Level 1 Model
Hi All, I just completed the level 2 sprint 3 exam and I need to rebuild the level 1 FP&A model. I followed the given instructions, Level+2+FP&A+Build+instructions.pdf (anaplanenablement.s3.amazonaws.com) however I'm running into a few issues... I built my P3 SKU list and the DAT02 SKU Volumes Module in the FP&A model, but…
Anaplan Mulesoft Connector v3 - Please specify the following parameters: -mappingproperty Period:?
Hello All, I am using a v3.1.0 connector for Mulesoft integration and trying to invoke an import action. The metadata for the import action shows that it is a type: MODEL. { "meta": { "schema": "https://api.anaplan.com/2/0/models/<modelId>/objects/importMetadata" }, "status": { "code": 200, "message": "Success" },…
latest excel add-in - are there any. security risks?
My client is going to use the latest excel add-in, and they are asking if there are any security risks. Does anyone know?
Execute Import Action from Source Model
Currently, the import action needs to be defined and executed on the destination model. (Import by "Pull") Though the authority of the destination model should be set, it will be useful to execute the import action from the import source model. The improvement will be helpful to enable freely set the action execution…
IMPORT failing - Not sure WHY?
Hi All, I am unsure why the Import is failing whilst import into dimensioned / non-dimensioned module.. Import snippet: 1st & 3rd columns are List Item Property Whilst Import it is failing due to duplicate values: The final output in module is the consolidated values of all number types.. Screenprint from BluePrint (not…
Anaplan SSL wrong version number issue in Import action
Hello Team, I have Pyhton code that connects to Anaplan using API 2.0 and import data.I am using proxy server to connect. This was working fine until yesterday we found below error from my application. Error occurred:- Exception method name:- auth_request exception details:- HTTPSConnectionPool(host='auth.anaplan.com',…
Automatically Open Model
We have multiple models that take a significant amount of time to open the first time. I am hoping to find a way to use a tool to schedule a model to open at say 8 AM every weekday. That way executives opening for the first time will have a reduced wait time. Anyone had any success doing something similar? What did you use?
Linking Line item to List
Hello folks, I am new to anaplan and stucked at one small requirement. We are having two modules i.e. Module 1 - Product segment (Defined in List for different products) with transportation cost line item and Module 2 - Transportation cost for Each segment in line items (input). Need to know how can i link the…
Level1 7.2.3 Activity mport Data into Employee Details Module
I'm processing Level1 training and I can't understand how to deal with "7.2.3 Activity mport Data into Employee Details Module" . Could you tell me how to set the Mapping tab (Source) also #E2 Employees Tab ?
Formula to get a Line Item formatted as a List based on a Trimmed data field
I am importing data with a field that has the names trimmed from a list. What formula can I use so that that rediscovered name corresponds to the name of the list in Anaplan?. Let me try to show this example: Data TXT File: Crititcal Line Abrev Field:AllocCrediDirecFixed Anaplan List: Critical Line List:AllocationsCredit…
Microsoft Excel Add-in 4.2 Issue on Data in Excel
Hello, I hope you're doing well... I just have a quick question on Anaplan MS Excel Add-in 4.2. Situation: 1. In Anaplan, I set up a workflow such that, when the data is submitted, the data will turn from blue to black, which means cannot be edited anymore. 2. When I set up a connection in Excel Add-in, those cells that…
Powerpoint Addin Chart Types
Can we update the Powerpoint Addin to support all of the available charts that are available in the latest version of Powerpoint such as the Waterfall chart as an example. Since it is a case of providing data in the correct format for the underlying Excel spreadsheet that PPT uses as the basis of the chart this should be…
Powerpoint Addin Integration with New UX
For the Powerpoint Addin I would the ability to be able to import Cards and or Pages into the Powerpoint Addin. This will enable me to replicate the views available in the New UX into Powerpoint for those users who would not necessarily have access to Anaplan. The import process should create a dynamic link so that the…
Anaplan connect Model to Model import
Hello All, I am looking at the Anaplan Connect documentation and I see the section Model-to-Model import which mentions the option to import from list and module. How about importing from SAVED VIEW. In cases where we want to import only certain items via view, how would we use Anaplan Connect to import. Also, the document…
Creating a new model - issue
I got stuck at one point in building a new module and I thought maybe someone could give me some advice. 1. I built an INPUT MODULE that has a lot of line items (about 30) - some of them are filled uploaded file and some are calculated based on other line items. For this INPUT MODULE data is loaded for two version…
Anaplan API: Basic Authentication failed for Linux
Dear Expert, Good day! Would like to seek your insights with regards to Process script issue using Linux interface as below. Thank you in advance. Check list done as below but still the same error “Anaplan API: Basic Authentication failed” * Anaplan access checked (able to access the workspace and model) and password…
Import from Excel using Cloudworks
Hi, Is it possible to import data from an excel sheet placed in my desktop to Anaplan using cloudworks? Thanks
Google Sheets Add-on: remove connection owner limitation
Currently only the one person who sets up the google sheet connection to Anaplan can refresh the sheets. It will be much better since we are a team and sometimes don't want to just rely on one person to refresh the connection. Or if the person needs to take vacation, then no one can refresh the connection other than to…
Level 2 - Sprint 1 - Data hub - 1.3.10.4 Check Your Work - not getting data as expected
What is expected: 1.3.10.4 Check Your Work After completing the import processes, the G3 Location list in your Data Hub model should look like this example: but what i get is: 😞 Below are from other lists: G1 Region: G2 Country: i feel i missed something in the G2 Country, but please check the above screen shots and advice…
Sprint 1 user story 4. I am stuk at 1.7.3.2 Import into SYS08 SKU Details module
I am stuck at 17.3.2 Import into SY08 SKU details. I am importing SKU details saved view from Data Hub model. However I am not able to do the target mapping. I have attached the screen shots. COuld not move further due to this. It would be great if someone point out where I am going wrong.
Can I export a saved view?
Can I export a saved view or will it export everything?
Calculation Functions
Hi , I'm facing an issue with the Selector in the below image . In Grid 1 , when I select Project Name = DARE , Product = Integration and Specifics = BU, I can see all other combinations as well which has these selected values whereas I just want to see the one highlighted below in Grid 2 . Grid 1 has List drop down line…
Import Issues
Hello all, I am having some issues in importing the data for Level 1 Lesson 10.2.2. I have made the module correctly but when it comes time to import the data I keep getting the following error messages. Is my matching correct or have I made a mistake somewhere? I have attached screenshots below. Any assistance is greatly…

Data Integration

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