Data Integration

Data Hub Exception Reporting
Hello everyone, I'm looking for process guidance surrounding Data Hub exception reports for automated data loads that occur once or more than once per day. Exception reports are built, etc. Ideally, the process is automated so that the APIs pull data into the data hub and immediately into the spoke models. I'm wondering if…
Module to module import issue
Hi We have configured some imports within our modules where 1 line item is imported to another line item from one list member to the next. The List we have used here is Target Setting Stage. So a target being set in one stage is copied to the next stage using these imports as a Previous Stage Target. Now, the issue we are…
L2 Sprint 1 Countries Flat File import
Having some problems re running my countries flat file import. Is this the view I should be importing on? Also these mapping continually give me errors. Any help is appreciated.
Export button on the Imports tab under Settings > Actions
I frequently export the Imports table under Settings > Actions when troubleshooting or working through a model. Connections between models or modules/lists through actions are not displayed in the model map so I highlight the Imports table and copy/paste into excel to diagnose/troubleshoot actions and discover…
Planual Explained - Day 4
Note from @JaredDolich : I'm proud to be collaborating with @Misbah to add some detail to the Planual. You can refer to @Misbah's original post here. The Planual is located here. "Rule 1.05-02": Article 1, Chapter 5, and Rule 2 “Always use a code.” Using codes is more efficient for loading and using lists so strive to…
DCA Import Access For Combination List
Hi All, I am working on a model where I have a module with dimension including a combination list, version lists & stages created with respect to P&L. The combination list has been created with the combination of states (rate area), product (Sku) etc. Now to restrict the access of each Regional Finance Manager so as to…
API 1.3 changes
Hi, I had some issues this week with the API 1.3 interfaces https://anaplan.docs.apiary.io/#reference if you also have problems please try this: * PUT method to upload file: In the Header the Content-type should be application/octet-stream * GET method to download a file: In the Header delete the…
Anaplan Connect Export Record Count
Hi, Using Anaplan Connect, when exporting a list is there a way to capture the number of records exported? When importing into Anaplan the record count is available but not for exporting. Thanks.
Import Action Into List from Saved View is not importing all values (no failures/ignores/duplicates)
Hi, I've setup an import action from a saved view to a list in a different model & workspace. It imports without any failures or ignores, but it does not import all of the items. Why is it not importing all items & how do I change the view and/or import action to fix it? Source (Data Anonymized): * 3 dimensions pivoted to…
Default File - See & Use
Hi team, When discussing the Default file in L2MB the training states setting the Default File sets you can see and use the file. I'm not 100% sure what this is referring to because my understanding is: - You select between No, Admins Only & Everyone for 'Set Default File' - You are only able to view the Actions/Imports…
Ability to export in .xml format
Description of Enhancement: Customer would like to have an option to export data to XML format. To provide more clarification, could you please explain how you hope the enhancement would assist in your business process(es)?: We have a need to be able to export data to this format so it can be imported to Workday for the…
Excel Add-In model view
Currently when creating a new connection from Excel Add-In, The wizard picks up all modules that are available to Read, Read/Write for the end user. We want to limit the modules that are shown in this dialog without having to remove the 'Read' permissions. can we either add something like 'invisible in Excel' in the 'Roles…
Excel add in sorting
Can we have the option to Re-Order and Sort List items during Pivot ? In General, Custom Sorting is very important when people need to work from Excel.
Specification of importing a file changed?
Hi experts, I think specification of Anaplan importing a file has changed. Is my understanding correct? When we try to upload a file, which includes both key record that exists and doesn't exist in master list, <Before> Displays only "Success!" message window, and number of failed records can be confirmed in "View Details"…
FINDITEM A PARENTCh
Dear all, Can you please help me on this: assuming i have these lists: List 1: flat file List 2: Parent of List 3 List 3: Child of List 2 I created Module 1 with List 1 as dimension, of which i mapped List 2 as its parent in the module. is there a way i can FINDITEM the parent of List 3 in Module 1, using the text code of…
Criteria for developing using multiple Models vs set of modules in a single model
Hello, We are implementing Anaplan for our Finance planning for our business. We have a set of calculations for planning * customer: customer acquisition, retention and churn * revenue: subscription and transaction revenue * inventory: inventory planning and depreciation * warehouse: warehouse labour and costs * support:…
Delete List Item no longer found in source
I am working to remove Gross shipment data that is no longer found in the source DWH feed. Shipment actuals can be removed from the source data and I need to remove those not found in the source from the Data Hub and from the spoke planning model. When the shipment actuals are removed from the source them remain in…
Data Import
Hi, I need a clarity on data import through integration. For the first time load the load was set and configured in the Integration process, but what if next time the data load comes in with a different delimiter or separators. Will the Integration load auto detects the load and adjust the import or will it give a error.…
Ability to manage metadata (add/delete/re-parent list items) via the Excel Add-in
Summarized Feature Request End users need the ability to manage list items, i.e. metadata, via the Excel add-in. By far the highest-priority and highest-value need is to add new list items. Situation Users switching from Oracle Hyperion / Essbase love the Essbase SmartView Add-in for office. One of the reasons they love…
Migrate from Excel Add-in version 2.6
Migrate the Excel Add-in from version 2.6 to the latest version to benefit from: faster performance; the ability to connect to saved views; the use of context selectors; and the use of pivot and filter to orientate and condense your data to one worksheet. Excel Add-in works in Microsoft windows on your PC only. Before you…
Excel Add-on: Sheet names update when changed on Anaplan
As an end user I would like the names of any sheets to update upon refresh if the associated module on Anaplan is renamed.
Have imports run base on the display name rather than a unique ID
This can be an issue when running a Module to Module Import, if both the target and the source module are dimensioned by numbered Lists, if the target Module's numbered list(s) the import will coordinate the import based on the numbered list(s)' Unique IDs. This means that some values will fail to import and other values…
One Cloud
Hi, Can someone please tell me where can i see Anaplan Cloud in Anaplan platform ? Regards: Shweta
Allow export to XLSX
I want Anaplan to allow me to export to the XLSX file-type rather than just XLS or CSV. XLS can't stand up to the amount of data I want to export. CSV is not sufficient for what I need it for
How to create a script of your model
Hi Team, Can someone help me to understand, how we can create a script of module which we prepared from our internal Anaplan environment, so that we can use it in any other Anaplan environment? for example: I am using two different environment for Anaplan, one is normal environment & other is partners environment, know i…
During Import - Choosing between Fixed Values & Column Headers
Populating line items with values. Would both give the result? When to choose what?
How to hide admin-like result of running a Process
Hi Experts, Please help hiding admin-like view of process running result. Is there any setting for this? Our client doesn't want to see each action succeeded or not. <As-Is> <What my client wants to be>
Pushing excel formula results into Anaplan using the excel plugin
What I want to accomplish is to pull down data from a module in Anaplan using the excel plugin, overwrite the Anaplan value with an excel formula, and push the result of that formula back into Anaplan. On the initial refresh it will send the calculated value into Anaplan, but on refresh, it wipes out the formula that I…
User Enabled Import Action
Hi, I have a User Dimensioned module. I want to import data from one line item to another in the same module but it has to be for each specific user. Only the Action is published to the dashboard. When I run the action alone, the data is getting imported for all the users irrespective of who is doing that. Is there any…
Uploading file Via REST API and Triggering Imports
Hi All - I am working on a small POC to do the following: * Create a simple list in anaplan * Import data into the list via file upload. * Permission on import/upload file will be sent to "Admin Only". * Import/upload will be done initially with my user account (ie damian.shameer@xcompany.com) * Create a systematic/batched…

Data Integration

Discussion List