Data Integration

Import Action issue
Hi Anaplanners, There is something I need an assistance. I have created an action to import the data, and the Module is multi-dimensioned. During the creation of the action one of the dimension "Match on Names or Codes" is disabled, which means by default we have to match it manually. Can anyone please let me know why the…
Designing a Better Upgrade Experience: How Customers Helped
As a Master Anaplanner and the Extensions product manager at Anaplan, I'm excited to share today lessons learned from building a better Anaplan product, how our users have contributed to our decision making, and how you can apply those principles as a model builder for your community of Anaplan users. In August we launched…
Text Encoding
Hi Anaplanners, Can you please guide me which Text Encoding should be used while import, when the data set have some data in Chinese Language. Thank you!!
Excel Add In - Add Properties Similar to Labels Tab when exporting out of Anaplan
It would be great if you could add properties in the excel add in, similar to how when you export from Anaplan you can add properties from the underlying list using the labels tab.
Unable to upload Model history for Supply Chain Model after completing L2 MB Conclusion Exam
Hi Im unable to upload Model history for Supply Chain Model although Ive completed the Conclusion Exam. Is there anything missing/undone to be able to activate the link to upload the Model history file.
Level 1 - Importing Data into Product Details and Employee Details modules
I am hitting errors when importing data into both modules for product details and employee details. I am not sure if I am mapping it correctly or if I have created the modules / dimensions correctly in the first place. When I look at the exaple Model, my modules look different to the modules in the example model - I have…
Import Export Action Button
Hi All, I have a module with a time range(a customized time range created in Anaplan by the user) of 3 years(2018,2019,2020) where data is input for each month for the current year. We are providing an export/import button to the user on the dashboard to upload the data for the current year. But I am observing that on…
Anaplan Connect Install 1.4.4
I am installing Anaplan Connect for the first time. When I try to run the import script, I get the below error message. I do have the WorkspaceID in there. I also want to runt the script on a shared drive in Unix if possible. Can anyone help? Thank you. ======================================================================…
Access right for Import
Hi, End users do not have access right to import data to a module that they can edit. The module contain a selective access list. What can be the reason and how can I fix it? Thanks, Xin
add export qlik extract of an existing report to a dashboard
hello. anybody to help how to create a Qlik extract for an existing report and add this function to a dashboard? thank you.
Text to Date conversion
Hi All, My import has dates in following format: "01-sep-20" and I want to convert it to monthly date "Sep 20". I was trying combinations of PERIOD, DATE, VALUE: PERIOD(DATE(VALUE(LEFT('DATE (txt)', 2), MID('DATE (txt)', 4, 3), VALUE(RIGHT('DATE (txt)', 2)) But it seems that it won't work because it doesn't recognize…
Log for load
Hi Anaplanners, Is there a way by which I can get log history of records, when data is loaded through Integration. Ideally, the history log in Anaplan can just let us know for the number of records which gets loaded, not the one which were ignored. Is there a way to find that through Anaplan? Ideally if we manually load a…
API to get detail data for a module ID
Hello, I'm using RestAPI https://api.anaplan.com/2/0/workspaces/{workspacesID}/models/{modelID}/modules to get the list of modules available for a Budget Model. Is there an API to get the data details or items behind the module ID? I tried using the API to get the file details, but did not work.…
add a button to a board and assign an action to it
hello everybody. I am a new here. was assigned to a relatively easy task, but do not know how to solve it. to describe the case: 1) there is a working dashboard. 2) for example it has a grid and an extract button. 3) now my task is to add another extract button, to export what in the grid into a .txt file, so the managers…
Anaplan Connect Migration v1.4. SQL Server Connection (check sql server driver for jdbc)
When migrating some Anaplan connect scripts from v1.3. to v1.4. I encountered an error with my sql connection. The error I received when running my script was something like 'check sql server driver for jdbc'. I wanted to share the solution for reference as it was not that obvious. In my original script (v1.3) my…
add new item to an existing dashboard
hello. dear anaplan community. I am new here. I would need help with adding new items to an existing dashboard. anybody who can help? thank you.
What protocol and port(s) does MuleSoft Connector use?
Hi, My current client has selected MuleSoft Connector to orchestrate the integrations between Anaplan and their legacy systems and they are asking what is the protocol and port(s) it uses to connect to Anaplan. I've searched through Anapedia and the Community and I was not able to find the answer, however I assume it uses…
Imports using API
In the link below, it says that in order to carry out an import, "You must be the user who created the import definition. You can only import using the import definitions that you have created". Does that mean that the imports are user-specific? Or would the API be able to use any action that had been set to admins only?…
Excel Add-In - Remap
When using the Remap feature, if you select a view that doesn't match the original structure, it should give an error instead of crashing excel. The error message was available in 2.x and is not working in 4.0
Level 1 SYS08 Employees Details Module
Hi I was able to import the details without any error messages and I have progressed through to lesson 11. I just have one question about the module that I see. Why is the Dept Code in full such as 'Sales' and why is the country code in full such as 'Canada'. If it is the code shouldn't that column have only codes? Or is…
MSP requirement for tenant integration
MSP partners require the capability for a workspace in Tenant A to read & write directly to a different workspace in Tenant A or B. 1.Must go beyond the functional capability to do imports between WS within the same tenant. 2.A .csv export from a WS in tenant A and import into WS in tenant B is too cumbersome 3.Maybe Hyper…
Information flow between Docusign to Anaplan
Hi, I see that within the Docusign integration that information can flow from Anaplan to Docusign but is there a way to send entered information (inputs) back to Anaplan as well? Information such as Name, email, and signature status is capturable but I am unsure about other numerical data that is input. Help will be…
Excel add ins
How can i extensively use this? Im new to anaplan and trying to understand functionality of excel add ins in anaplan. We are developing dasboards in the system and would like to get those data out then to an excel output and how is this different with excel add ins? Thanks Faye
Issue Importing on Code
Hello, I am having issues importing data between development models via saved view. The model is trying to import Activity and Account Categories based on Name (or line #), whereas we need it to import based on Code. I'm not sure why this is defaulting to import based on Name, since these Activities and Account Categories…
Run an action in Anaplan using Informatica Cloud
Hi there, I have an action that will load data from my HUB model to Prod model. Usually we go into the actions tab and click Run on the action itself. Can i create a job in Informatica Cloud to run this action for me? When i create a new task in Informatica Cloud, it asks for a source and a target. Can i simply tell it to…
How to get all metadata from a Model using RESTful API?
Hello I'm new using Anaplan web app. and the RESTful API. I need a way to export all the metadata or the raw data for a Model (1.8 Billion cells). Per the API guide, https://anaplan.docs.apiary.io/#reference/export, it reads I'll need to run a task for each export and get the data by chunks? Is this the only way to get the…
IS Summary
Hi All, I just wanted to understand the importance of Is summary in Anaplan. I have a module created with Is Summary switched on for a line item in my module which is preventing that line item from coming in the export view taken out by omitting summary items. When I remove the checkbox from is summary for that line item I…
Download file from Action -> Import data Source
Hi, How do I download the csv file from Action --> Import Data Source tab? Thanks, Santosh
Data import of different Dimension
I apologise for asking a basic question. As I have none to assist, so seeking assistance from Anaplan Community. The Source Data Module has Yearly Values. The Target Data Module will copy all the values in Weekly as well as Monthly. Please assist me, if any Document is there in Anapedia, mentioning the way out.…
Urgent ques
Hi Friends, I have Dev & Prod model sync. After that I have entered few data in Prod (imported 5 times) but didn't sync. Now I find data was wrongly entered and I need to revert back to data (2 times back as it was). If I restore to Model History, will I lose the sync. Or as sync hasn't to do anything with data, it won't…

Data Integration

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