I´ve been working with Anaplan for several years now and whenever I´ve needed to change the import file for an import action I´ve just created the action again using the new file. This usually isn´t a problem so I haven´t given it a second thought but what if you had 15 actions that are included in several processes and the source file name changes for some reason? Let´s say from revenue.csv to netsales.csv. The content is identical, only the name changes.
So the question is, is there a simple way to change the name of a source file? Or do I always need to redo the action?
So that´s a no? 😃. I´m not saying that the file names change very often. When the model is in production and the integrations have been finalized, it´s all good. I´m referring to a common (at least for me) scenario where the implementation starts before the integrations have been sorted. For example, we get manually derived partial data to be able to start developing and at a later stage we get the "actual" data from a DW through automated integrations. In this scenario it´s not uncommon that the file name changes for one reason or another.
This works! Thank you! I have previously tried to change the file name but when I´ve done this, I have had the new file already loaded into data sources. When you do this, Anaplan does not allow you to change the source label.
I have successfully used the method Nikolay recommended many times! 🙂
This is actually part of my normal process when automating a data import after it was completed manually the first time. Don't need to change the setup or the file mapping... just the name! This leaves all the actions using the data source as-is and Anaplan is smart enough to update the name throughout.
If I understand your question correctly, you need not change the import processes if the file name changes. Instead publish the Process (which has all the 15 import actions) to a Dashboard. Then use the button to import the file. Advantage with this method is that the file name doesn't matter any more.