How do I create an export model?

Allowing model users to export data out of an Anaplan model on a large scale mode (e.g. many end user-run exports) is not a good practice. One approach is to create an "export model" in Anaplan that is specifically for exporting purposes.

This export model will have the same data set and selective access definitions as in the main model, but will not have any of the data entry or reporting dashboards. In comparison, it will only have dashboards with buttons that run specific exports. To ensure a good user experience, provide a hyperlink to the export model from a dashboard in the main model. For example, users start from their usual, main model, see a link named "Exports," and click it. The link redirects them to the export model where they see a set of predefined buttons that run exports.

It is important to explain to the customer and model users that:

  1. Exports execute sequentially (first in, first served): users have to wait until previously executed exports are finished before they can run their own export.
  2. There will be data latency as the export model will likely sync once or twice a day from the main model. The export from the main model to the export model is a blocking operation and must ideally be run at times that are least likely to not disrupt operations. Users will need to understand the schedule and plan their exports accordingly.
The content in this article has not been evaluated for all Anaplan implementations and may not be recommended for your specific situation.
Please consult your internal administrators prior to applying any of the ideas or steps in this article.