Data import from excel to List

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Data import from excel to List

HI all,

 

I am loading data from excel to List and i have blank entries in the excel sheet which has business meaning, hence i am bit struggling to maintain blank entries in the list or how Anaplan recognizes the blank entries from excel records and loads automatically to the list.

 

-Santosh

7 REPLIES 7
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Frequent Contributor

Re: Data import from excel to List

Hi @CommunityMember128217 ,

 

can you please share the screenshot or mock-up?

 

Regards,

Naushad

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Re: Data import from excel to List

HI naushad786 ,

 

I just want to maintain blank entries into list as this has business meaning behind.

And I have in my excel such entries(Blanks) when i load to list i do not see those blank entries as Anaplan does not recognize it.

 Anyway I have Added the excel example in the attachment to get some idea. PFA.

 

Thanks,
Santosh

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Frequent Contributor

Re: Data import from excel to List

Hi @CommunityMember128217 ,

 

As you attached the screenshot, you can maintain blank entries using Unique ID. for that you need to create a number list display property as "Display Name".

 

 

Thanks,

Naushad

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Super Contributor

Re: Data import from excel to List

Hi @CommunityMember128217 - 

 

Blank Entries meaning - you want to create a action.

The purpose may be, the business don't want to share some data as a file with you.

 

What you can do is : 

1. Ask for column header(Fixed) - So that you can map accordingly while creating an action.

2. Create a CSV file and add only Column headers and run the action.

 

Now run the action - you won't get any record in list.

 

I am not getting what you mean "i am bit struggling to maintain blank entries in the list"

 

Can you provide some screen shot for better understanding.

 

 

Thanks,

Sorna Raja Prabhu

Sorna Raja Prabhu

Re: Data import from excel to List

Hi Sorna Raju,

 

Not everything in excel file is coming blank. one or two records and it has business meaning.

See below.

I am Loading data to List and i need to see in the list 5 records(O1,O2,O3,O4 and blank)

 

Organisations

O1

O2

 

O3

O4

 

+Santosh

 
 
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Super Contributor

Re: Data import from excel to List

Hi @CommunityMember128217 ,

 

in case you keep organisation as a general list as blank, anaplan will fail blank entries when you import into the list

Kanishq17_0-1591185972528.png

this is because anaplan identifies each unique list member by its name in a general list

so you get only the non-blank entries 

 

if this is feasible or not, bit what you can do is create the organisation list as a numbered list , and add a display name property and map the column org name to the display name property and import using org code,

so it wil create 5 entries with 1 as the anaplan generated id i.e without a display name

Kanishq17_1-1591186339989.png

here as you can see 5 entries are created but if display name is blank, it will show id name 

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Certified Master Anaplanner

Re: Data import from excel to List

You can use 'Combinations of properties' option to upload data and make sure your list is numbered list.