Error in level 1 Activity 7.2.3 : Unable to Import Name, Department into Employee Details Module

Highlighted
Occasional Contributor

Error in level 1 Activity 7.2.3 : Unable to Import Name, Department into Employee Details Module

Hello Anaplan Community,

I am stuck in level 1 - Activity 7.2.3 : Import Data into Employee Details Module.  For some reason, the Name, Department, Country cannot be imported.  Could I please get some advice on how to resolve?  Thank you!

 

 

WanchiS_1-1603150996019.png

 

WanchiS_2-1603151059256.png

 

WanchiS_3-1603151080964.png

 

WanchiS_4-1603151112500.png

 

 

WanchiS_0-1603151433447.png

WanchiS_1-1603151498456.png

 

 

 

6 REPLIES 6
Highlighted
Certified Master Anaplanner

Re: Error in level 1 Activity 7.2.3 : Unable to Import Name, Department into Employee Details Module

Hello @WanchiS 

 

the employee List is a numbered list. There are 3 main reasons why would we need a numbered list, one of which is that the names could be duplicate. For that reason, the unique identifier for the employee list is not name but rather code. 
Data is imported based on a unique identifier, and since you used the name, Anaplan import couldn’t match the rest of employee details such as department, country, ...etc

Use a unique identifier for employees

Einas
"Give a Man a Fish, and You Feed Him for a Day. Teach a Man To Fish, and You Feed Him for a Lifetime"
Highlighted
Occasional Contributor

Re: Error in level 1 Activity 7.2.3 : Unable to Import Name, Department into Employee Details Module

Hi Einas and Anaplan Experts,

 

Thank you so much for your quick reply, which is very helpful!  I tried importing the list again as a numbered list, but the import was not successful and it "ignored" the import data.  Would you please kindly see what needs to be changed from the mapping below?  Thank you so much!

 

 

WanchiS_0-1603156544666.png

 

WanchiS_1-1603156562680.png

 

WanchiS_2-1603156576739.png

 

WanchiS_3-1603156670678.png

 

 

 

 

 

 

Highlighted
Certified Master Anaplanner

Re: Error in level 1 Activity 7.2.3 : Unable to Import Name, Department into Employee Details Module

Hello @WanchiS 

 

When you specify that a source is a Fixed value,  it means that all entries in the target (the module) will be populated by a “fixed” value that you should specify, -as in the second screen shot you provided. 
Consider the following example

if you are importing ACTUALs data (for Versión)into a module,  you don’t need to  have a “Version” column in the source -repeatedly having the value ACTUAL for every row. It is not necessary. In this case you would specify that the Source for the “versions” target is Fixed and specify that as ACTUAL in the corresponding tab
So, The Source for the Employee should not be Fixed. It should be the unique values that identifies each employee, which is code. 

Hope that clarifies the issue. 

Einas
"Give a Man a Fish, and You Feed Him for a Day. Teach a Man To Fish, and You Feed Him for a Lifetime"
Highlighted
Occasional Contributor

Re: Error in level 1 Activity 7.2.3 : Unable to Import Name, Department into Employee Details Module

Hi Einas and Anaplan Experts,

 

Thank you so much for your quick reply, which is very helpful! I figured out that my problem in my list set-up --- the "E2 Employees#" list was not set up correctly and did not have the correct "Code" data for each employee populated in the "Code" column.  Now that I have fixed the "Code" column in the E2 Employees# list, the data import for activity 7.2.3  worked. 

 

The "Code" column did not populate in my SYS08 Employee Details module after the data import, and after completing activity 7.2.4 by adding the formula to the "Code" line item, it worked out --- also addressed by the thread below for reference:

https://community.anaplan.com/t5/Academy-Training/7-2-3-Activity-Import-Data-into-Employee-Details-M...

 

Thank you so much for your help!

Highlighted
Certified Master Anaplanner

Re: Error in level 1 Activity 7.2.3 : Unable to Import Name, Department into Employee Details Module

@WanchiS 

 

I’m glad you were able to resolve the issue.  Thank you for referencing the related post. 
To help others find answers to their similar question, please mark any helpful posts as accepted solution 

Einas
"Give a Man a Fish, and You Feed Him for a Day. Teach a Man To Fish, and You Feed Him for a Lifetime"
Highlighted
Occasional Contributor

Re: Error in level 1 Activity 7.2.3 : Unable to Import Name, Department into Employee Details Module

 

I struggled with this as well and had to search multiple threads for the answer, so here is hopefully a more concise version of the various solutions. *View the screenshots for a little guide*

 

1) Make sure your E2 Employees# list is properly set up as a numbered list. Refer to Model Builder 1 lessons:

  • 4.3.4
  • 4.5.4
  • 4.8.2

2) As the E2 Employees# list is a numbered list, you need to map the Target "E2 Employees#" to Column 2: Code instead of Column 1: Employees as Anaplan will not be able to match 001 to Shala Engle.

 

3) The dates in the csv file are formatted as "Fixed-position" patterns (YYYYMMDD) versus a "With Separators" pattern (YYYY-MM-DD). You'll need to tell Anaplan this when mapping to ensure it reads these as dates.

 

I hope this helps,

Chad


7.2.3_1.png7.2.3_2.png7.2.3_3.png7.2.3_4.png7.2.3_5.png7.2.3_6.png7.2.3_7.png