Data Integration

Pulling data from Source systems into Anaplan
Hi Team, I am searching for some information to connect Anaplan with different source systems. Is there any white-paper as such to know which will be the best way to connect different source systems to Anaplan for planning purposes? Also, if I may ask about IQVIA, Integrichain, SAP and other ERP sources? Does getting the…
Trying to load from file to module data
Hi Community, I'am developed following dashboard to our end user. My problem is that if I want to load local accounts from a file - all local account will goes ignored state. The module contains a numbered list. My primary key in the module is combination of company+local account number. My question is that how can I…
Excel add-in not showing extra year
I have used excel add-in to refresh to include the new year. However, there are still issues where, even though the saved views within the modules and the modules itself has an extra year, it does not show up within the excel. Please advise - certain tabs had an extra year eg. FY25 whereas some could not simply show up.…
Help With Level 1 Model Builder Section 7.2.3
Hi there, I was doing really well on Model Builder Level 1, but I have become stuck at Section 7.2.3. I have downloaded and saved the data file "Employees.csv" I went to module SYS08 Employee Details Went to Data -> Import and picked the saved CSV file Please can you assist with the Source Columns I should use? I picked…
Increase Size of the Action Icon for Additional Insight Cards with Actions
When working in a worksheet the user is able to add various cards (text, field etc.) to the additional insights pane and even add a process/action to these various cards. However, the Action icon in the top right of the card is extremely small compared to most large blue processes Anaplan offers in the UX. Can we increase…
Banner export practices are leaving orphan Budget Items in Anaplan
Ok, so this is a weird one for sure. The implementation team suggested that we exclude zero balances when exporting Budget data from FGBOPAL to keep the Anaplan model size as small as possible. We recently found that there are times that a value will get imported into Anaplan creating a balance for a Budget Account. If…
Power BI connector - Invalid Credential
Hello, I followed the process "Anaplan connector Power BI Desktop" in order to see an export file in power BI. It worked the first time, but every time i reopened the file in order to see the updated export in power bi, i can't connect to Power BI because of "Invalid Credential", and i can't connect to Anaplan either. Is…
Badges
Hi any idea how much time the Level 2 and certified model builder badges take to be added to the profile? It has been a couple of weeks since I completed those and got my certificates. Thanks!
Anaplan Extensions: Building Reports in PowerPoint to Present User Stories
Recently, I interviewed Jared Dolich, a Principal Consultant at Columbus Consulting, about his clever use of Anaplan Extensions as a consultant in an Anaplan implementation project. Q: Tell us about yourself and your Anaplan journey Well, first, Magali, thank you for your interest! It means a lot to me to have the…
Level 2 Sprint 3 - issue import shipping, DC from Data Hub
Hi, I need some help, please. I am digging a hole, chasing my tail, hitting my head against the wall, and drinking too much coffee…to no avail. Level 2 Sprint 3, lesson 3.3.5 Activity: Create Inventory Ordering – shipping method data SYS07 Distribution Center Details and SYS06 Locations Details have no data. It has their…
how to update flat file daily.
Hi, I would like to know how I would update my model daily with my Flat Files that I have. i have created the actions and placed them on a Dashboard, but need to know how I would update theses files daily and run the actions? Thank you
Taland and Anaplan - Integration
Hi Team, We are looking forward for a Data Integration between Taland and Anaplan, would like to seek advice if anyone has done this integration and any information that would be helpful before we start implementing the same. Regards, Shivankur
Let end user add multiple items to a list
Hello, The organizational list of my business in Anaplan need to be updated every week, because there is a lot of new client. One end-user need to have the possibility to add several items in the same time in this list. I created a form to let this user add item to the list but the user can only add one item , and this…
Script - Error while Executing Import Action.
Dear Expert , Seeking your kind guidance n below matter , I am trying to import File to my Anaplan Model but while doing show I am getting below shown error. I also crossed checked the Java Path which seems correct to me . Could you please assist me on this I would be highly thankful to you. Administrator: Command Prompt r…
Cloudworks Seetup Issue
My ability to login to AWS and reach bucket is validated and all is good on the AWS side Setting up the Cloudworks Connection seems to work and getting a valid connection. When an Integration is being setup, I can connect to model and see what I would like to export from Anaplan, but the Data Target remains greyed out and…
Import Mappings: "FY" added to line item name
Hi community, I have a source module with a year time scale. When I try to do an import from this module, Anaplan adds "FY21" before every line item. Why is this and how can I get rid of it? The "FY21" comes from the current month setting which means that when the year changes, this mapping breaks. I find this extremely…
Current page filters and sorts are applied to all pages of multi-page exports
This item has been identified as an outstanding known issue. Issue Setting a current page filter or sort and then exporting this data to file, will apply the current page filter/sort to all pages of the data. Workaround Remove all filters/sorts, export the data, and apply the filters/sorts in Excel --- Internal Reference:…
Can We Import /Export Files from Windows with SSO Credentials ?
Dear Experts , Could you please Assist me with my query , Actually i have received SSO for Anaplan System Access . Can I import/Export the Files from Windows? or do i Need Basic or CA authentication as a prerequisites. Also i am not having Model Builder / Workspace Administrator role. I would really appreciate for your…
Action Button to Trigger Outbound Requests (GET, POST etc.)
It would be great to have a button on new ux available that could be configured to send an outbound request to an external endpoint (GET, POST etc.), for now even an empty request could be helpful, but bonus points for allowing a configurable payload within Anaplan. This would allow us to seamlessly execute external parts…
Map attributes to time
I have a source file including 12 columns with the period of the current year. This file needs to be periodically updated into the Anaplan model. The file contains headers such as 1, 2, 3, etc. and I have to map these to the time dimension for the months based on the year the file is uploaded. Can anyone help me with this?
Work with Microsoft to make an Anaplan - PowerBI connector
It would be great to have a Anaplan connector in PowerBI (same idea as Excel and PowerPoint connectors), to have a live interfacing of data.
Exporting the Files by API using Python
Hi, I have around 16 exports to be automated through the python scripts. And I have defined the separate list of files with the file id and file names. Also I have defined separate list of export actions along with the ID and Export names and passing it to a function which will download the file. All the exports has the…
Looking for an alternative registration page
Hello, Lavish here, I am working on a problem which includes different suppliers/vendors to become users in our workspace. Now some suppliers/vendors are already registered with us so they can access the model. But for new suppliers/vendors we have to collect their information and then we have to set them as users in our…
Apptio - Anaplan
Have any partners or customers encountered an Apptio - Anaplan integration? At its core, Apptio is an IT budget/spend management tool that seems to do a decent job managing the complexities of a large IT landscape, but integrating that (rather than ripping and replacing) with Anaplan could have some pretty awesome…
Send and Refresh Error After Upgrade to 3.4
After I upgraded my excel plug in to 3.4, I can no longer write back to a module. I can Refresh fine, but if I attempt to Send and Refresh, I receive a note saying "there was an error detecting changes." Has anyone else experienced this? If so, please assist.
Having trouble mapping a flat file
Hi, I'm having trouble mapping this flat file into my Module. It will not let me manually map my data when I choose that option. Please advise. Pics are attached. Thank you
Last Non-Zero Occurrence
There is a requirement where in module 1(Pic 1), there are some transactions and users wants the Last Non-Zero occurrence in Module 2. How we can get the Last Non-Zero data in module 2(Pic 2)? Highlighted are the numbers that we want in module 2. Module 1 Module 2
Level 2 - Sprint 2 Import into DAT03 Historic Volumes using actions
The instruction states to 'run the 9. Import Data from Hub process to pull data from the Data Hub model into the DAT03 Historic Volumes module in the Supply Chain model.' I ran into this problem while trying to run all actions in process 9. I checked my Data Hub and nothing seems to be wrong with DAT03.Export view.…
A peek into the headcount planning process at Anaplan
Anaplan itself is certainly not unique in its challenges to get our finance, human resources, and sales teams on the same page of what our headcount is and what our headcount is forecasted to be in order to hit our revenue targets, and we've struggled in the past to understand where requisitions were in the cycle and how…
DCA working differently for similar scenarios
Hi, We have implemented DCA and applied the Read/Write access drivers in other Modules , post which it has actions to be executed. Once the processes are run, DCA works differently in 2 scenarios as mentioned below: 1. The data for the process "creation of staging list" executes but does not update the data (Step C :…

Data Integration

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