Data Integration

Export Action Dialogue NUX
Please can the full export action dialogue be added to the NUX when exporting from worksheets? Currently, users only have the option to edit the export file format (e.g. .xlsx, .csv, .txt). Would be great if users had the full array of options as shown below, without setting up a custom action.
Level 1 Model Building - Importing Data
Hi In going through the import data files (e.g. Products), I came to understand that although the parent-child hierarchy is defined in the Lists, 1) the data for the parent (Product Family - Chocolate, Sours, Taffy, Fudge) still have to be defined in the import file. 2) the mapping for the parent (Product Family) still…
Level 1 Model Building - Importing Data
Hi In going through the import data files (e.g. Products), I came to understand that although the parent-child hierarchy is defined in the Lists, the following still need to be defined: 1) the data for the parent (Product Family - Chocolate, Sours, Taffy, Fudge) in the import file. 2) the mapping for the parent (Product…
Unable to map module /csv
Hello Everyone, I am trying to import a csv file in my module but having troubles with the mapping for one of the columns when I tried to do "Match on names or codes" all the items are ignored and when I tried to map manually it doesnt allows to pick any value from the target items. Please see below screenshots for…
Data Quality/Integrity Checks within Connected Planning Environment
Hi All, In thinking and implemented a Connected Planning environment, where we have specific models for specific areas our finance team that are brought together. We currently have a number shared hierarchies (across cost/profit centre, GL), shared data (TB, Subledger etc) and currently handled via the data hub as the…
Run multiple actions from selection in Actions panel
Would be great if you could run multiple actions from the actions panel based on your selection. For example, if you selected two import actions and hit Run, Anaplan would run those two actions as though they were in a process. This would greatly help model builders test actions where creating a process is not needed. The…
Error in List
This is the original list. This is my new List.
multiple import action within same module
Hi, I created a module with a dimension of 3 custom version ( Current version, previous version,delete version ) since I need to retain the original values entered on a specific period and I need to delete data entered in the current version after copying the data in the previous version.. After creating the import action…
Excel Add-in to highlight header mismatch if user changes it by mistake
Once we import a view in excel using excel add-in and let's say there are 4 rows in the view City-A City-B City-C City-D Keeping the order same, if the user renames City-A to City-ABC by mistake and then tries to push data to Anaplan then instead of showing no changes, Anaplan should show header mismatch. This can further…
Excel Add-in Data sync to generate Log in Anaplan History
Anaplan to generate detailed log of Excel add-in sync in history. A cell level change log as we see for any Anaplan cell in any of the modules.Ex: 1. Value of one cell in excel add-in got change from 1000 to 80. 2. We do refresh and sync data. 3. Anaplan generates a log in history for this line item value against that cell…
API
Hi Team, 1. What is API In Anaplan? 2. How to configure API and can you please explain step by step. Regards, Mahesh
Memorialize Actual Data in Historical Planned Versions
Hello, I am currently running into an issue with one of my models where historical plans are changing due to actual restatements. I have a model with 4 versions. Actual, Budget, Working, and Current Forecast. Working is where all of the planning is done, and then that version is copied from working to current…
Formula to display values from the page selector in a column
Hi, I need to be able to display the page selector value in a column. The purpose of the module is to assign multiple positions to an order. If it had been the other way around (assign an order to position) I could have used an "assign" action, but, now he task is to do it this way. I need the order column to display the…
Adding Un-editable Note in Export Action
There is need of adding a disclaimer/note in the first cell of file. How to add that cell in the exported file.? and also that disclaimer should not be editable in Anaplan model when another file is imported with different disclaimer.For Reference: I Have attached a Screenshot. Employee(Column B is the List), Comment and…
Reporting
This is the module I have. Now for the output is it possible to get the report of the module edited into the below view without editing the list name. I have no restrictions to create a new module or new list.
HELP! Anaplan not working
I'm having issues using Anaplan through excel. I log into Anaplan through excel and I then click on New to open a new pivot table. At this point, a message appears just below which says "This worksheet does not have a connection to Anaplan." A second window opens but the window is grey and nothing seems to happen. Has…
Dashboard Export All Hierarchies
I want to export as PDF a dashboard for each Hierarchy within my Org without having to do it one at a time
Saved View Categorization and Priority Sorting, Including both Auto and Manual Options
Saved Views are a critical feature for most Anaplan models. The key issue I have with using and managing Saved Views is that, they can vary drastically in terms of importance. Below are two examples of Saved Views: * A Saved View could represent a key, filtered definition within a module that dictates how your entire…
Show Created/Updated Items in Imports
Would be extremely useful for testing and user feedback to show which items were created/updated in the import dialogue. If the import was successful, Anaplan only displays the number of created/updated items. A preview of the created/updated items would add clarity. If thousands of items were created/updated then Anaplan…
Anaplan v3 Connector for Mulesoft - Doest the connector refresh token for subsequent API calls
Hi All, I know that Anaplan V2 Connector for Mulesoft does the token refresh for every subsequent API, but has this behaviour been inherited in Anaplan v3 connector, because we are seeing Anaplan throwing error for subsequent calls made for import via the v3 connector. Regards, Praveen R
Anaplan Connect Error 1.4.3
Hello, We've been receiving the below error on one of our export scripts. This happens about once or twice a month and there seems to be no rhyme or reason for the failure Has anyone seen one of these errors before?
Format of output
Hi Friends, I am having the data in this format. I tried it in excel but I am getting the output in the below format. Even making States as List Formatted Line Item didn't work. By any chance can we get the output in the format of Pic 1
Funtional Area
Hi, Is it possible to have a sub-functional area to be shown in the Content Panel? Example: Function A Sub-Function A.1 Sub-Function A.2 Function B
Importing issue
Hi Members, Please help me in this import error. The original file: The original module: I am trying to fill the Role Column. Importing error.
How to find overall total
I can see subtotal but not overall total. Please assist me in this.
Anaplan Connect Workspace to Workspace
Hi Anaplaner, Can I use anaplan connect to import data from workspace to another workspace ?
Bulk Copy - Scheduling
We all know how useful Bulk Copy is - When the data across the model needs to be moved from one version to another or from one list item to another list item Bulk Copy plays the pivotal role. WS admin has to perform this task manually all the time as per the need. Can we have an action created when WS Admin runs the Bulk…
API export with a filtering parameter?
I have an API process that pulls data from a module that includes the Users dimension. There may be multiple users in the system concurrently and I need to keep their data separated. I need to filter the export from this module for a specific user -- the one who clicked on a link URL on an Anaplan dashboard to initiate a…
Update Target Object of Import Actions
Hi, It would be nice to have the ability to update the Target Object of and Import Action to a module or list with similar/identical definitions vs creating new actions from scratch. We have come across instances when building out a model we determine that an already created Import Action needs to have the source data…
Excel add-in German Localisation
As an end user I would like the Excel add-in to be localised for the Standard German language.

Data Integration

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