Data Integration

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…
Anaplan usefulness over others
Hi Friends, We can perform What if analysis in Tableau. So can't we directly import data from SAP and perform better data visualization there? Tableau also can do Budgeting & Forecasting. Why do we need Anaplan in between?
ALM sync
Hi Friends, I need a help. I have Dev & Prod models synchronised. Now if the Prod model is removed into a new workspace will the sync be lost?
Integration issue- the last line is split across two files (chunk 1 and chunk 2)
Hi Team, while calling through API for export for integration, if the file size is large, it is divided into chunks of 10MB each (e.g. if the file size is 890 MB, it will be divided into 89 chunks). As a result, we are getting incomplete record on the last row of every chunk and the rest of the records are being stored in…
DigitalCPX 2020: A New Way to Plan: The Anaplan User Experience | Planning and Reporting Experiences
Carrying on the conversation from this morning's Product Xperience Chat about the planning and reporting experience, please post your questions for the Product Managers in the forum below.
how to add Export Qlik Extract into an existing report
Hello guys. Can anybody help me to go through this? I need to add * Export Qlik Extract into an existing report thank you.
What is Excel Add in?
Hi Friends, By using Excel Add In, can we do only data update in Module & Lists? Or can we update formulas as well?
1.3.3.1 ERROR WHILE IMPORTING REGION DATA
Hi, I'm trying to import region data into a flat file in the given L2 data hub model. while doing so I'm getting some error saying "Invalid Code". I have attached the screenshot of source data and all the steps for the same. Any help in this regard would be helpful. Moreover, I want to understand when my source data has 2…
Multiple file upload prompts in a proces
Hi, I have a process published on a dashboard as an action. My process includes multiple actions that use the same csv file for various uploads. When I run this action I am promoted to upload the file more than once for each of the actions in the process. Is there a way to change this to prompt me to upload the file only…
64 bit Office
Our company recently upgraded to Office 365 64 bit version. Before upgrading the 32 bit version of the Anaplan Excel plug in was removed from the computers. After the upgrade, I downloaded the 64 bit Anaplan Excel plug in to install on the user's computers. Each time the install fails, saying "Install ended prematurely,…
Excel Add 3.4
What are some common causes for worksheets losing connections to Anaplan? Users have built workbooks that have included excel add in workssheets that then linked to summary works that worked fine for a time and then the user returned to the workbook and then Excel Add-In worksheet was no longer connected to Anaplan? One…
G lists view is not similar to the output screenshot given in the training module.
As the system modules' saved views e.g. SYS005 saved views are generally created by the available data in the module. While importing data in the module most of the data is not getting imported or the file itself is not complete or blank. Therefore, my saved views' data is also blank, resulting a blank G lists. Moreover,…
Duplicate Data values
Hi Friends, Q1] What do we need to do, to avoid duplicate data being entered in Data Hub? Q2] Can we write any formula in Data Hub for concatenation, to increase performance? Does Data Hub supports formula or calculation?
Data Hub Optimize
Hi Friends, If the Data Hub size is huge, how can I optimize it? As it is taking a lot of time to get data imported into Modules. Regards,
Level 1 - Lesson 8.2.2 Add Volume Inputs and Lesson 8.5.3 Import Data into Volume Inputs Module
Hi I have just imported data into the REV02 Volume Inputs Module. My import of data went through correctly, I have attached a screenshot of what the data looks like in my module. As you can see the pages are Location and Product and the line item is Volume. My concern is in the lesson 8.5.3 the picture of the imported data…
Anaplan level 1 non employee expenses upload
I am unable to import data to non employee expense module .Not getting option to map manually. Please see the attached files and guide

Data Integration

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