Data Integration

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…
Copy data from one scenario to another
Hi, I have an assumptions module with country, time and scenario dimensions. The scenario list has the following members. Upside Base Downside The user wants the ability to input assumptions for the base scenario and have the system copy the assumptions to the upside and downside to start as a baseline. When I try to…
Basic Authentication Talend Workflow Example
There is a small, but growing, user base interesting in integrating with Anaplan using Talend. Previously, we shared (upon request) a sample workflow, with the launch of our latest API version, I've been working to update this demo. Today, I'm sharing a very simple workflow, which fetches a list of imports from your…
Anaplan Connect for Single Sign On
Through Anaplan Connect we can automate the process for import and other actions by running batch files but what in case of Single Sign On feature in which we don't have User ID and Password of users so what to mention as identity in batch file.
Short data for import
Hi Anaplanner, I'm import data like this, but i want to sort data based on color before im import to another after import the data will be like this can anaplan provide like that? Thanks, Panji
Import into a List Formatted Line Item
Hi, I am trying to import value(top Hierarchy) from a list A formatted line item to another List A formatted line item. But the import is getting failed. Is it possible to have this kind of reset action to make the selector to ALL(top Hierarchy) by default when nothing in the list is selected by the user. Example: Select…
Excel Add-In: Improve performance populating model/module lists in Excel Add-in
Description: Performance needs to be improved or the user needs to be kept informed of what is happening. Impact: When creating a new view the list of modules to choose from can, potentially, take minutes to populate.
Overlapping text on /model-building/
Each time users change a page (via Select Pages) Anaplan’s excel plug-in creates a new tab. Use case: When a new month comes along, they would rather just select a new month via Select Pages and update the current sheet. Similarly to switch Versions a new sheet shouldn't be created. This is so that they don't lose their…
Excel Add in 3.2 name range format
In Excel Addin 3.2, the name ranges have changed names compared to 3.0, adding a connection guid to the end. There should be an option to keep the old format This will allow users to upgrade from 3.0 to 3.2 where they have formulas referencing name ranges
Excel Add-in Copy Excel Tab to Duplicate Query
Allow for the capability to copy an Excel tab containing the Anaplan Excel Add-In defined in that tab and duplicate in a new Excel tab. This will reduce having to completely setup a new view if exactly the same as the existing tab.
Anaplan Excel Add-in : Combination of versions 2.6, 3.0 and 3.1 in one future version
We are using Anaplan EXCEL Add-in version 2.6 because of its two-way data transfer concept. Unfortunately the later versions 3.0 and 3.1 are one-way Add-ins (no refresh-function). Our idea: Later EXCEL Add-ins should include at least the features of former add-ins in order to not be forced to run all Anaplan EXCEL Add-in…
Calling a Process with HyperConnect
Does anyone have any documentation on calling an Anaplan Process via HyperConnect? Thanks, Dmp
API: GET the data in a chunk in JSON format
Description: Enhancement request for Export API: Download file (sample URL below) to output data in JSON format Example of enhancement: GET https://api.anaplan.com/major/minor/workspaces/workspaceID/models/modelID/files/fileID/chunks/chunkID Benefit/impact: Anaplan Connect does not have the Export (direct) into Oracle…
Export from a Saved View
Hi, I am trying to create a process for export on a dashboard, facing few challenges in the data. 1. I created a saved view in a module where time is a dimension (time in Months) 2. Build an export action to run the export where Time is a selector and saved that export action and created a process from that and published…
Workflow Approvals : Integrate Anaplan with Microsoft Power Automate
Hi Community, Have you guys have any experience integrating Anaplan with Microsoft Power Automate for Workflow Approvals. We have a requirement to request single/multilayer Approvals and I see Power Automate as the cost-effective solution until Anaplan builds the new workflow solution Power Automate has its own connector…
Importing is not updating correctly
Hi Friends, I am trying to import this .csv file into my module. But I can't do so. I think I need to create a Col ID. My ques: will the newly created Col ID able to match data in another module with different ID? I will brief my problem elaborately, in case you find any difficulty in understanding.
Import Help requested
Dear Friends, I receive this file every month from the vendor. I want to automate the process of adding the file. I want to follow the process of certification. Please tell me, how is it done.
Who's interested? Office Hours with Rob Marshall - presented by the Anaplan Community
Alright Anaplanners, we’re giving you direct access to Anaplan experts to answer those tough questions. Is there a formula you are struggling with? What about a list or line item? Getting stumped working with a specific dimension? We’ve got the expert and the answers! How does this work? Well, if we’re honest, this is our…

Data Integration

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