I would like to know how I would update my model daily with my Flat Files that I have. i have created the actions and placed them on a Dashboard, but need to know how I would update theses files daily and run the actions?
The most basic option is that you can manually run this process every day and select your latest flat file in the dialogue box. However, you may want to look into the many Integration options Anaplan offers. The below link highlights the different options available to you, I would suggest looking into Anaplan connect.
Here's a way using Windows Scheduler to update the current date every day.
Action: Create a task in Windows Scheduler that runs at 5:00 AM every morning that runs the Python script. To accomplish this create a new task and set the properties the following way:
General – Make sure you run the task as an administrator.
Triggers – Set the trigger to run at 4:00 AM or whatever suits your business partner’s requirement.
Actions – For the actions, you’ll need to specify where the Python.exe is located and where your Python script is located. In the “add arguments” section, make sure you put your path and file name in double quotes, as shown below.
Well, we cannot really finish our development without testing our process.
Yep. Happy to share the script. Also, pending is a best practice article that explains this step by step. @rob_marshall has asked that I add the AnaplanConnect version too. here's the python script and the model schema.
# This script creates a system date CSV file, uploads to Anaplan, then runs import action
i would just add to @ChrisHeathcote comment. While you can use any tool that can call a RESTful API, the easiest way if you're not sure, is to use Anaplan Connect. I prefer Python but you have to install that on your machine. It's free but it takes a little time.
For Anaplan Connect you'll need to write the import script and add these lines (thank you @rob_marshall )