Learn from example source files you can use to import data into lists.

When you create lists in Anaplan, you can include hierarchies. This is useful because it enables the automatic aggregation of values.

In order to import a hierarchical list, your CSV or TXT source file should contain columns for the Item Name, Parent, and Code. The Item Name should include the items from all levels of your hierarchy, except the top level item. The file should have a structure like the table below:

Item NameParentCode
C01 Profit CenterConsulting NorthC01
C02 Profit CenterConsulting NorthC02
Consulting NorthCONSULTING DIVISION
C03 Profit CenterConsulting SouthC03
C04 Profit CenterConsulting SouthC04
Consulting SouthCONSULTING DIVISION
CONSULTING DIVISIONTotal Company
M01 Profit CenterMACHINERY DIVISIONM01
M02 Profit CenterMACHINERY DIVISIONM02
M03 Profit CenterMACHINERY DIVISIONM03
MACHINERY DIVISIONTotal Company
H01 Cost CenterHEAD OFFICEH01
H02 Cost CenterHEAD OFFICEH02
HEAD OFFICETotal Company

List subsets enable you to categorize list items. For example, you can use list subsets to ensure that modules only contain relevant data.

The example import source file below builds upon the previous example, with list subsets to categorize list items into one of two cost centers.

Item NameParentCodeConsulting Profit CentersMachinery Profit Centers
C01 Profit CenterConsulting NorthC01TRUEFALSE
C02 Profit CenterConsulting NorthC02TRUEFALSE
Consulting NorthCONSULTING DIVISIONTRUEFALSE
C03 Profit CenterConsulting SouthC03TRUEFALSE
C04 Profit CenterConsulting SouthC04TRUEFALSE
Consulting SouthCONSULTING DIVISIONTRUEFALSE
CONSULTING DIVISIONTotal CompanyFALSETRUE
M01 Profit CenterMACHINERY DIVISIONM01FALSETRUE
M02 Profit CenterMACHINERY DIVISIONM02FALSETRUE
M03 Profit CenterMACHINERY DIVISIONM03FALSETRUE
MACHINERY DIVISIONTotal CompanyFALSETRUE
H01 Cost CenterHEAD OFFICEH01FALSEFALSE
H02 Cost CenterHEAD OFFICEH02FALSEFALSE
HEAD OFFICETotal CompanyTRUETRUE

Given that you have a source file with a similar structure to the table above, you can import a list. This example uses the file with subsets.

In order to import, you need to map each column of your source file to the appropriate properties or subsets (you must create any list subsets prior to the import). To do this, select the appropriate source from the dropdowns under the Source heading.

The mapping dialog that displays when you import data into a list. Each column from the source file is mapped to the appropriate property in the list.

Once you complete your import, the list displays. You can also access the list from General Lists in the model settings bar.

A list named Cost Centers displays in the Grid View tab. It contains data that reflects the example source files from this page.