Data Integration

Print Modules/Dashboards Directly from Anaplan
My users want to be able to print directly from Anaplan (without exporting).
How to use Third Party Certificates with Anaplan Guide - Needs to be Updated
Hi all, I wanted to say thank you for all of the wonderful documentation around CA Certificates and data integration in general. While working through the following guide I noticed something that needed to be updated. This relates to the Sectigo certificate recommended in the guide below. The screenshot below states that…
Data import vs named list with hierarchy
Hi, i fance the problem during the data import - once i want to copy data from one line item to another in the same module i get duplicate values in some fields. After some investigation i realized that on my one dimension (named hierarchy list) i have the same name of member but on different level ex. Level4 - Duties and…
Excel Add-in Q&A —with Master Anaplanner Sonal Tripathi
We're back this month with more from Master Anaplanner Sonal Tripathi, talking about the how the Excel Add-in was helpful in solving two key problems for admins and end users. From saving time to running sanity checks, Sonal's team recognizes some key benefits of the Add-in and is already considering more opportunities in…
Imports and import data sources as production data
This article explains the different scenarios and the implications of marking imports and import data sources as production data. Before we begin, let's define production data. In the simplest terms, production data is data or artifacts that can be changed directly in a production environment without pushing the change via…
Comparison chart for anaplan connect vs other ETL/integration tools
HI Team, We have integrated from SAP to Anaplan using CPI (SAP cloud platform ) and and the integration is robust . Also we had explored anaplan connect when we started the project . We have been hearing that some of the functionalities like retry is available in connect .. I would like to see a Comparison chart for…
User Access Management
Hi, I have 5 levels of hierarchy and all are numbered list. I have one dashboard of user access management where i give access to users for the levels and import it into user settings. I am not able to create process for clear action and assign action in one process as it is overlapping the items. What should be the…
API to get workspace utilized size
Hi Team, Is there a way(API) to get the utilized workspace size so that we will be alerted when the nightly job overrun them.
Anaplan Connect Batch Scripts for History Logs
Hey Folks, I need batch script for History logs, where i need to validate which user's logged in the model for how many times(Date/Timestamps) and what actions he/she performed in the system. @jesse_wilson
List import
Hi, I am facing an issue while importing the values in a list which is not a numbered list but the parent list is a numbered list I'll be really thankful if my below asked question could be answered: While importing items in a list if the parent list is a numbered list but the child list is not then what is the automatic…
Integration- Anaplan Connect
Hi Community, I have to integrate Anaplan model to the ERP System(SAP) using Anaplan Connect. The file generated from ERP system is accompanied by date and time stamp,run on daily basis. Is there any option/solution wherein i can ignore the date and time stamp generated from ERP system and consider only the file name.?…
In week 1 lesson 4.8.2 Importing Data into E2 Employees list
Hi I am in level 1 lesson 4.8.2. I tried to import data into Employees list and I tried various options but am getting an error message as attached. Would appreciate some help. Thiru
Import Process
Hi All, I have an import process in my model from module to module. The process is taking about 20 mins to get executed so are there any possible ways which can be used so that the import process time can be reduced. Thanks in advance!
Does Anaplan platform provide capability to pull data directy from a SQL Server database?
Hi, The company I am working for has a datawarehouse in the cloud to which the files needed in Anaplan are loaded on a daily basis. This SQL Server database lives on Amazon AWS. Is it possible to connect to this database and load directly into the Data Hub? Is this possible through Anaplan Connect and where can I find…
Anaplan Excel Add-in version 3.4
Is there a way to retrieve two or three Anaplan reports to one excel add-in tab? I tried but it jumped to a new tab. Thanks.
Formula
Hi, I have a module created with dimensions rate area, brand and channel. However, I have another module where the user inputs the values only at rate area and department level. So from the module where the user inputs the values we are getting it into the module with extra dimensions(i.e. brand and channel) thereby…
Posting it for Wider Audience
These are my latest three articles that got published as Best Practice in this month. Please read if you haven't already done so, for they say Sharing is Caring 1. Anaplan Time Import Mappings Untangling Anaplan Time Mapping in Imports - Anaplan Community 2. New UX and Analogies Understanding Anaplan's UX with Analogies,…
Fetching anaplan export defenition failing with HTTP 500 Error
Hi Experts , I'm new to Anaplan and working with anaplan REST API's . I'm trying to fetch the export defenition from anaplan using postman . I have 4 export ID's for which I need to fetch the metadata . One of the export ID gives me the right metadata structure as output when i use a GET method and call the below…
Need suggestions for API call of export process for integration
Hi All, I have provided the Export Process Names and the file names to the integration team for API call for integration with SAP but the team is getting some error and unable to fetch the metadata. Kindly suggest how to to that. Below is a sample export process name and file name with the error File NameFile IDProcess…
How to upload data into week time when my format is week number
HI Anyone please guide on how to upload data into week time when my format is week number. I tried and got error of mapping and week headers. Thank You
Creative usage of Office add-Ins
General Information * We have listed below some of the best practices we recommend for the Anaplan product. These are based on our experience and are subject to change as we deliver new functionalities and learn more about how our customers use the product. * If you would like to contribute or comment, please contribute…
Excel Addins synchronize page selector
Hi, I have multiple sheets in my Excel where each tabs represent modules in Anaplan. Is it possible that when I change the time in one tab all the other tabs with time dimension will be updated based on my selection? I tried the Sync Sheet in Anapedia but with no luck. It creates thousand of tabs that I need to cancel.…
Retrieve user details when Importing to list
Hi, I have a module where the user populate a few line items with information, which is then imported into a list and used further on in the model. However, now the client wants to include a column (line item) where they can see who made the new "transaction", that is, the user that is logged into Anaplan. So my question…
5.06-02 Delete unwanted sources
For one off imports, or when import sources are no longer required, delete the sources to keep the source list tidy
5.06-01 Naming Convention
Rename the import sources as soon as possible. For a saved view include the module name (e.g. module.saved view). For model imports, include a shorted version of the model name (e.g. model_module.saved view) Best Practice article: Naming Convention
Data Export in Individual Tabs in Excel
Hi, I was trying to take export in form of .xls where each item in my page selector should get copied to an individual tab in Excel and the tab name should get renamed as that of the page selector. I was able to get individual copies from each page selector in separate tabs by Exporting in Grid view and selecting All Pages…
Ability to include a timestamp on exported XLS files
Description of the enhancement required: Date Time Stamp as data field in the exported file (accurate to DDMMYYYY HHMMSS) An example of the enhancement: Formula which captures the current system time at time of export would be highly appreciated. How would it help the business process: The customer server would be able to…
Anaplan API Python Library
NOTE: The content below is out of date. Please find the updated library at Anaplan API 2.0 Python Library - [Updated March 2022]. Note: While all of these scripts have been tested and found to be fully functional, due to the vast amount of potential use cases, Anaplan does not explicitly support custom scripts built by our…
Data export
Hi Friends, Other than Tableau, what are the external systems where data gets exported?
Can someone please explain, what these mean in Anaplan Informatica Connector?

Data Integration

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