If you use the .csv file format for an export and then open the exported file in Excel, time periods may be automatically converted into dates. You can avoid this by using Excel's file import wizard: Export Time Periods to csv and Import into Excel.
Depending on where in a model you start the data export process, there are three possible layout options for the data export:
Grid. This layout respects the existing sorting and filtering you have imposed on a data grid before you launch the export. See Export Grid.
Tabular Single Column. This layout takes all dimensions and puts them in columns, with the final column reserved for data. See Export Tabular Single Column.
Tabular Multiple Column. This layout enbles you to export multiple data columns. If you set up a Boolean line item, you can use it as a filter to control which data are exported. This is especially useful when exporting from large modules: it saves the manual task of marking data cells for export. See Export Tabular Multiple Column.
Module and Dashboard Export Options
From a module or dashboard grid, you can export Grid, Tabular Single Column or Tabular Multiple Column layouts to .xls, .csv, .txt and .pdf formats. The supported options are listed below:
Tabular Single Column
Tabular Multiple Column
Current Line Item
All line items
Labels: Name and/or Code and/or Properties
List-formatted line items: Name or Code or
Display Name (Numbered Lists only)
Use Boolean line item filter (line items must be on columns and not nested)
Show/hide or data filter with time, versions, lists on columns
Show/hide or data filter with only line items on columns
Omit summary items
Export a module
If you choose .csv, .xls, or .txt file format for the module export, any carriage returns or line feeds in cells will be preserved as carriage return or line feed characters in the export. If you
intend to re-import the file, then using a .csv format will make the process smoother, because this makes the detection of the format more reliable on import.
In the module, on the Data menu click Export.
On the File Type list, choose the file format for the export.
Under What to Include/Exclude, select the items you want to include or remove from the export. (The options displayed will vary, depending on the layout option selected). Grid: All Pages exports the grid as you see it for all possible combination of list items. When you export this to Excel, these page views will appear as different tabs in the spreadsheet file. Grid: Current Page exports the grid exactly as you see it in Anaplan when you launch the export. Tabular Single Column: Current Line Item exports data for the currently selected line item only. Tabular Single Column: All Line Items exports data for all line items. All Export layouts: Omit Summary Item exports exclude summary list or time items at all levels of the hierarchies. All Export Layouts:Include Empty Rows. All Export Layouts:Omit empty rows. Tabular Multiple Column:Filter Rows Based Upon Boolean Line Item. Exports rows according to whether a control Boolean line item is true or false. If selected, any rows for which the Boolean line item is false will not be included in the export. See
Export - Tabular Multiple Column.
Click the Labels tab to choose whether to include or exclude Row Label Headers, Export Names, Codes, or Properties (as seen in the grid view of the list). To exclude dimension labels from the export, delete the value (the default
is Name) by clicking the cross next to it. The field will then be blank.
If you want to save an export for use later, select the Save Export Definition check box. (You can overwrite the Export name.)
You can view saved export definitions in Settings >
You can run, edit, and delete saved exports in Settings > Actions.
There are several places in Settings where you can export data. These exports are restricted to a Grid layout and you can choose to include or exclude row label headers:
Versions. Export the versions in your model with their formulas and properties.
Users. Export the users added to your model with assigned roles and any selective list access assigned to them.
If you have selective access enabled for any of your lists and have assigned read or write permissions for those lists to a user, then you can select to concatenate the lists members in a single cell per user assigned access when exporting — as
shown in the Users tab — or split list members line-by-line per user assigned access when exporting.
Lists. Select a list under General Lists and from the Tree View or Grid View tab launch the export. The Grid View for the list is exported.
Module Line Items. Under Modules select the Line Items tab. The grid for line items will be exported.
History. In History, click Show History to open the History dialog. Click Export to export the model history grid directly as a .txt file — there are no further options and you'll be prompted to open or save the file.
Other Module Exports
In module Blueprint, on the Data menu click Export and export the Blueprint .
Module Show History
In module normal view or blueprint view, select grid rows or columns and on the Data menu click Show History to open the History dialog for your selection. Click Export to export the history grid
directly as a .txt file — there are no further options and you'll be prompted to open or save the file.
Export time periods to .csv and import into Excel
If you choose .csv as the file format for your export and subsequently open the file in Excel, dates may be converted automatically, depending on the settings for the export. For example, a Jan 14 time period in your module might be converted to 01/01/2014 when you open the export in Excel.
If you want to use the .csv format, open the file in Excel, make changes and then re-import into the module. You can use Excel's file import wizard to ensure date formats are preserved when you open the export file.
Export the Anaplan module to .csv format.
Save the file when the export finishes.
Open a blank Excel workbook.
Open the Data tab and from Get External Data select From Text.
A browse for file window opens.
Navigate to the .csv file and select it.
Excel's Text Import Wizard launches.
Step 1: select Delimited under Original Data Type and click Next.
Step 2: select Comma under Delimiters and click Next.
Step 3: under Data preview select all of the columns using Shift+Select or CTRL+Select, then under Column data format select Text (the column headers in Data preview will change to "Text")
Click Finish. The .csv file is imported and any time periods are preserved as text.