Data Integration

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…
Inconsistent response for Anaplan APIs
Hi, While trying with Anaplan API GET method to export data from model, I am getting inconsistent response. i. I was getting 9 columns earlier based on which we designed our database schema, now I am getting 8 columns in response. ii. While trying with another user, I am getting all 9 columns in response. iii. If I run…
Import Action - Not Importing All Data
Hi, I want to upload a .csv file with 8,008 items with 7,999 unique values (codes in the file are unique for 7999 items). After uploading the file into a numbered list, only 2,777 items are getting into the list and in the import summary, it shows 9 items are ignored which makes sense as these are repetitions. However, the…
Import Issues with date and time format in CSV
Hi everyone, I am trying to import data from CSV file. However, whenever I try to modify the data and save the file with CSV format the Date and time format in CSV automatically changed to its original format. Our Anaplan models cannot recognize the original CSV format, so I have to re-input it. Can anyone help me to solve…
Anaplan Connect Demo
Hi Is there demo/video which shows how to download and setup Anaplan Connect? Thanks, Santosh
Audit during bulk uploads
The User would like: A more detailed view of auditing functionality during the ‘bulk upload’ process at the cell level and create an ‘action’ during import. The action would be created upon export of the audit history. During the Sales planning process the User takes the 1st pass of Territory assignments and has the field…
Able to use the row id number as unique identifier when import a file
It would be really useful if the row id number ("Line #") would be available as additional column when import a csv file or from any other external source. When import files in Anaplan, usually the first step is to import the file into a numbered list where the file columns are transformed in numbered list properties. To…
On an import have the ability to Ignore All
Currently when manually mapping fields in an import there is the option to Match, Ignore and Clear All. It is often the case that it would be easier to set the import to Ignore All and then to match only specific fields on an exception basis. The current requirement of clicking each field in the import you wish to Ignore…
Creating Imports: Search for Saved View, Module, or List
When creating import actions that connect to lists, modules, or saved views within Anaplan models, it would be useful to have a “Search” button to assist in locating the list/module/saved view the model builder needs to select. This search feature is incorporated into other parts of Anaplan and, should it be added to the…

Data Integration

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