Data Integration

Outlook connector for Anaplan to sync schedules for meeting invites and activities from workflow
Hi Anaplan, I believe a great development for the platform would be to have a native connector that links to Outlook or other schedule planning applications. This would allow users to sync their meeting and calendar invites and also sync workflow messages and requests directly with Outlook. This would mean in the most used…
API V2 Enhancement - more info about models
As a member of Anaplan Center of Excellence and user of Anaplan Integration API, I need to get more information about models. In old version of API (1.3), we could get more information about models than in newer one (2.0). The missing (and really useful) data are: -'isoCreationDate' -'lastModified'…
Ability to automate export of blueprint view for module through API/Anaplan Connect
It would be very useful to have the ability to automate the export of a blueprint view of a module through Anaplan Connect or the Anaplan API - in this way we could compare an export of a blueprint view of a module automatically, to check if the structure of a model had changed over time. I have been working with a client…
User Permissions in Excel add in
Hi, I am an admin and I want to create an excel file for users that have different list permissions. When another user opens the file they can still see the data for all the list. Is there a way to restrict this? Thank you
Does The Anaplan Way (or Agile) require a traceability matrix?
Hello, More of a methodology question than an Anaplan question. Is a traceability matrix required or a part of The Anaplan Way (or Agile)?
Using Python's statistical capabilities to Manipulate data already in an Anaplan Model
I want to leverage Python's statistical capabilities to manipulate data already in an Anaplan model. Has anyone done this before / had any experience with this? I know I can use Python as a data integration tool, but would like to also use it for calculations.
Anaplan Connect - Export via JDBC
Hi guys, This is my first time really getting to grips with Anaplan Connect and I'm trying to PoC exporting out a simple table of "Region Name" & "Region Code" using Anaplan Connect via JDBC into a SQL table. My scripts are as follows: ---------.bat script----------- @echo off rem rem rem set…
Upload - Non Mapped Source Items Identification
Hi team, Is there a way to identify Source Items in a list that have not been mapped to an item in the target for a Upload to a module in Grid Mode? I am aware you can manually identify the non-mapped items by scanning the Mapping tab but this seems inefficient and error prone (especially with large data sets). When you…
Manage Import Data Sources - Timing
Hi team, How long does Anaplan retain a file that has been uploaded to the 'Manage Import Data Sources' item in the Action Settings? It seems to retain the data for a certain length of time and then if you attempt to edit the Action to which the uploaded data is associated with you will receive the attached error Thanks…
Free S/MIME certificates to authenticate and use Python with Anaplan
Hi, I want to use Python with Anaplan. To do this we need to authenticate with either certificate or basic encoded authentication. I don't really want to use the latter as it's not as secure as Certificate authentication. I can see I need a S/MIME certificate to authenticate with Anaplan's API. Does anyone know of any free…
Display Action Notes on the Pop-Up Message, before a Process/Action is Run
In the Actions menu, all processes and actions has a text based "Notes" section. Being very upfront, I honestly didn't even know this section existed until about a few months ago, but I definitely think it can be further leveraged. It would be great if these notes could appear every time, next to your action, before you…
Data fields are offset when retrieving data in Chunks via API
I'm retrieving a large export via the API and because of the size of the file, Anaplan breaks up the export into multiple chunks. The issue is the column structure in the first and last record of each chunk isn't consistent. For example, in the attached image, the first chunk ended on the first row mid-way through the…
Download A File Using API V1.3 - Do I Always Need to Delete File First?
Hi Anaplanners! I finally have gotten around to asking this question that's been bothering me since I started using the APIs to download a file. I get inconsistent results when I test this on my own so I thought I'd ask the Community. The use case: I want to download a file (export) based on a view from a module using API…
Hyperconnect read and write to SQL database
Hi, I've been researching this and could not get a definitive answer from either here or the Infomatica forums. Can Hyper connect read from on-prem SQL tables, import into Anaplan, and write back to on-prem tables in a SQL database?
Import for Weekly Data
I am trying to import Historical Weekly Data, but am constantly getting error. Please assist how to import Weekly Data? I tried several times, I have attached Screenshot.
Anaplan Integration & Anaplan Connect
Hello Community, I'm reaching again support for some questions I have, some of which may appear silly for some experienced users. I've been trying to find an easy way to obtain Action's ID in Anaplan as those are used for our B2BI integrations with other ERP and EPM systems. Initially, I thought I can easily get them from…
Prompt for Import Data Source name and Import Action name
Something that would considerably help with building cleaner models would be if users could enter names for import data sources and import actions during the import dialogue. This would prompt model builders to assign a considered name, and substantially help to identify import data sources and import actions after the…
Define import name while creating import
When I am creating a new Import Action, I would find it beneficial to define the name of that Import when I am setting it up for the first time. Today I have to go back into my Import list and rename after the import has been established. By defining the name while I set up the import, it would alleviate the need to…
Using Model Role to filter
I would like to filter a module which uses a list of users (either actual User list or a regular list which is a copy) by the Model Role each user has been assigned. Cannot seem to figure out how to import the model role into a module. Ideas?
Allow process to continue after action failure
As we schedule more processes via Hyperconnect where end users are not triggering themselves, we need to allow for processes to continue even upon an action failure. Perhaps allowing users to choose when creating the process whether or not they'd like the process to continue even if an action fails would be great. Just…
Improve time period imports for CSVs
The standard excel format for Month-Year is MMM-YY. I.e. if a user types Jan 20, excel will convert this to a numeric value and display Jan-20. Anaplan does not recognise this as a valid time period when importing. As this is the default excel format, it would be great if Anaplan could recongise this correctly. Rather than…
Import Issue
Hi Guys, I have an issue that I put in a document since for some reason I cannot paste a picture here on the body of this screen. I am sorry if I cannot provide the actual screenshot since it is the clients data. But I recreated it as much as I can. Please see the attachment for details. And again I appreciate the help…
Import error formula
Hi Members, I am adding formulas to the properties, I am thrown this error. The actual output (mentioned as output in pic) is shown. Please assist me with the correction, that needs to be done. Regards, Sravan.
Import in a numbered list
I am facing this error while importing the values in the numbered list. Can someone please highlight what this error means.
Import Action Error
Hi Anaplanners, Need help with the following error: Can you please let me know how to resolve this..? (See the pictures) Thanks in advance, Ankur Sonthalia.
Anaplan Connect Batch File - Windows Task Scheduler
Hi team, I have Anaplan Connect batch file which runs an Export process that runs perfectly when executed manually (double clicking on the Batch file) but when I run the Batch file through Windows Task Scheduler I receive the below error Any ideas? Thanks
Data Integration From Sharepoint
Hi, We have a scenario where we want to load data files into Anaplan Model. Needs some suggestions. Option 1. - Input data files are available on sharepoint. Do we have a way of data integration from Sharepoint to Anaplan? Option 2. - Place the file on P:/Drive (Network Drive) and run a batch job via schedule to pick the…
Date formatted columns taking more inputs correctly
Issue: When you copy+paste a table into excel, excel's default behavior for "Date" formatted or similarly formatted information changes the data slightly to a "MMM-YY" format from a "MMM YY" format and you are unable to paste back into the model/load as a basic default using upload. Current Solution: 1) Manually re-enter…
Anaplan Excel Add-In ( Reset Format)
Anaplan Excel Add-In 3.3 (Read/Write Query) Ability to reset any formatting as currently any changes made to Excel, Anaplan tries to over lay the difference than try to wipe out changes and replace with default view. Currently, we have the reset option in Dashboard, need the same in Excel.
Numbered list import error
Hello Friends, I was trying to import values into numbered list, I was thrown with this error. Please let me know, where I was wrong. Regards, Sravan.

Data Integration

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