Data Integration

Anaplan CloudWorks
Simple, agile data integrations - CloudWorks is now available to all customers. See the release notes and information here. This gives intuitive data integration capability to the hands of the Anaplan users - know where your data comes from, where it goes to, and control the timing and frequency of the interface. If you…
Master Anaplanner Maintenance - mentoring a model builder
I have a question regarding the Opportunity to mentor a model builder through the L2 training. 1. Do they have to complete all the way through L2 by the end of the year? I have a couple of customer resources who are interested but they are not 100% certain that they will be able to complete by 12/31 because of their…
Publishing of the dropdown option
Hi, I have two different hierarchy of lists. Both have n number of hierarchy. List one has display name as Priya and the other list is referred as Priya | Anaplan, Priya | Java. The display name for second list is the combination of first list and course. Here, Priya | Anaplan, Priya | Java have same Priya. As first list…
Ability to modify the SSO URL in powerpoint/excel add-in
It would be nice if within the Powerpoint/excel add-in, you could modify the SSO URL without having to uninstall and re-install the software. If a user is having issues logging in, it would be easy to check the SSO url, and modify it if they put in the wrong information. Sometrimes IT has to be involved with installing…
Unknown Error while Importing a Subset
Hi! There is a very simple import where the end-user checks a boolean for the items they want to keep in a subset and then runs an action that takes the boolean value to the list and updates the subset. Clean and straight. However, user is not getting a peculiar error. Can you help me understand the reason behind this…
L2 - Sprint 1 DAT03 Historic Volume import
Hi, I'm trying to import the above but keep getting the attached error message. Can I please get help in identifying the error. Regards, Nayani
Create new List Item from Module
Hi all, I have a hierarchical list of Customers where the bottom two levels are Customer and Branch. I've got a separate hierarchy for products which as its bottom level has SKU. Due to space considerations our Anaplan consultant created a level below Branch for SKU, where items are only created where there is data. We've…
Importing data from big query
We have a problem to build and import the data from GCP bigquery. It need to be automated. I will appreciate the approach and if possible some sample code (written in python etc) to get the data from bigquery into anaplan datahub
Using 10 Myers Briggs Type Indicators to Help You Decide Why to Join the Retail Anaplan Group
Which Personality Type and Anaplan Role is most congruent to your own? Do these Anaplan roles have a stereotypical personality type? +5 Kudos if you can figure out which one is @JaredDolich MBTI. Join here. INTJ | Solution Architect “There’s a 95.3% probability I’ll learn something new at the Anaplan Retail Group and a…
Anaplan Add-in Version
Hi, Is there any way that we can use files created in newer version (4.0) in older version (3.4). I am having some issues in sharing the file that I have created in version 4.0 with other users who have not upgraded to 4.0.
Finding a model on apphub
Hi! I'm a former Anaplan employee from years before now at a partner. When I was at Anaplan, I'd published 3 apps on the AppHub, but now with this new format, I can't find anything. I've tried the search bar and nothing. Any ideas? Since I'd published those under Anaplan and not a partner, I should be able to download and…
Import Data into P1 Product Family List
Hello! I am having issues importing data from the product+family csv file. When I run the import, the model says the import was successful. However, when I check the Tree View, no new data shows up under "All Products". I did not have any issues with importing all the geographical data so I'm not sure why the product…
2 useful explanations regarding LOOKUP
Hello everyone, I hope your training is going well. below are 2 posts I wrote in response to questions in L2 where I explained the way you would think about LOOKUP. If you want to get a deeper explanation of LOOKUP, then read them. As always, if you have any questions please let me know. *…
Excel Add-In: Possibility to display name or code for list members
I would like to have the possibility to extract different attributes for a list member in the worksheet via Excel Add-In (rather than just the name), in the same way the direct export from Anaplan allows: display name, code, parent, etc. Few examples where I find this functionality useful: reconciliation process after a…
Postman-Anaplan Integration
Hi Team, Very first step of authentication is successful in postman but I am getting error for performing Import request (GEThttps://api.anaplan.com/2/0/workspaces/{workspaceID}/models/{modelID}/imports) {"status":{"code":401,"message":"Not Authenticated."}} Please find the attached error screenshot @jesse_wilson
Data Tags as a comment feature for developers
Hi team, As a Model Builder and BAU Support Team Specialist, I am interested in documenting enhancements in our models. Using only the Notes feature as a commenting tool, it is getting really hard to track them all after a couple of years of the model being rolled out. At some level of complexity of the model, it is…
Creating a version with import action - access settings
Hi, When manually adding versions, you have the option to select access setting. By default, it is Write. See photo below. However, if you try to create a new version via import action, you can't specify the access setting. The new version created, has by default No Access. I wanted to automate the version creation using…
Level 2 Sprint 1 Lesson 1.6.4.2
Hi I have now renamed the actions and processes as required by the lesson 1.6.4.2 I find I have an extra ACTION in PROCESS 1. It is ACTION 1.7 Initially the lesson while importing asked us to import only the Distribution centre and the Product Code. Subsequently there was a step to add a formula for import of CODE which I…
Automated version creation
Hi, I am trying to allow non-admins to create versions in a model using AN connect. The idea is for Anaplan connect to import a custom versions list into the native versions. The issue is that versions created in this way have access set to None by default. In contrast, when you add versions manually, your default access…
Formatting Text size and style in UX
It would be great if in UX we had the ability to tailor different text font sizes and styles We are at the moment limited to having text shown in a very uniformed way with no way of adapted the page for smaller text in order to fit more information into the page (without the need to scroll across/down) Is this something…
Broken saved view caused by renamed LI part of the saved view
Hello, I have recently stumbled upon the following case: I have a saved view part of an Import action. I've done optimization to the relevant module during which some of my Line items got renamed. A week later when the Import action needed to be executed, it failed due to unmapped items. It turned out that the renamed Line…
Set formatting when export to excel
When end user export data to Excel, both number and text are right-aligned. My end user want to set text is left-aligned and number is right-aligned. Is it possible to set export formatting of each line item when export to excel?
NUX Mobile Design
Hi All, I am investigating Anaplan Mobile App. I have realized that the principle is to build separate Pages for desktop & mobile in an app. Would you mind sharing some best practices, tips, and tricks for designing pages for mobile? Looking forward to hearing some great ideas!
how to apply for DocuSign?
hello guys. do you also use DocuSign? how can I apply for the log-in? thanks.
change the information on the PDF DocuSingn document
Hello Guys. I would need help to change an information on the docusign PDF. Instead of the plan name, I would need to see PDT number on the PDF. Anybody who can help? Thank you.
Simultaneous processing (multi-threading) of Anaplan actions
As a user and/or model builder, I want to be able to run actions simultaneously where possible to speed up the data processing and list maintenance actions. This function should also allow other actions to be run only after certain actions have finished running successfully. As an example, if I want to load trial balance…
Extracting Data From Anaplan With Qlik
Qlik has two data analytics tools—the older one, QlikView, and the modern one, Qlik Sense. They both share similar scripting and the same data files. Data extracted with QlikView can be used by Qlik Sense and vice versa. Many enterprises still rely on QlikView and the QlikView Publisher to handle data reloads while they…
add processId, actionId, fileId as columns in Settings (for API development)
This will speed up API development and runtime both. The API requires ID's as parameter, however Anaplan UI shows only the Name. When using API for sending data to Anaplan or triggering a process we now use the name for searching the id. Currently this requires additional looping in our API framework. If we know from the…
Inconsistency on importing data from module to module
Hi All, Does anyone encountered this scenario on importing from the same module. I'm trying to import the value of Aug 20 - Actual to Sep 20 - Budget using a saved view. Here's the result: Item B to F imported the Aug 20 value. But item A seems to add .04. I also tried to zero out Aug 20 then run the import again and…
Financial planning tool selection - Adaptive planning vs Anaplan
Looking for advice as to how to make an informed decision on choosing adaptive vs anaplan for financial planning. Data sets are not too huge and the cost and simplicity of the tools are important factors in the selection process.

Data Integration

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