1. Anaplan User Experience
  2. Use apps and pages in the User Experience
  3. Worksheets
  4. Grid overview
  5. Run an action from the worksheet toolbar

A page builder can add buttons that run actions to a worksheet toolbar. The possible actions include imports, exports, processes, and forms. Use these to interact with and update the data on a worksheet.

If the page builder has configured actions for a worksheet, buttons for each type of action display on the right of a worksheet toolbar:

A worksheet titled Account Targets, that contains a variety of financial data. Three icons are highlighted in red in the top-right: Import, Export, and Processes respectively.

Click the appropriate button to carry out an import, export, or process. Then select the action you want to run from the dropdown that displays. The subsequent steps depend on the action you select:

Run an import action:

The Import button, a blue arrow, pointing right, in the bottom-left corner of a sheet of paper.
  1. Click Choose file, and upload the file with the data you want to import.
  2. Click Imports.
  3. Once the import is complete, a dialog displays the results of the import. This includes how many items were created, updated, ignored, or unsuccessful.
    The imported data displays in the location specified in the import action (such as a module or list).
An example of the dialog that displays after an import. A number displays under four headings titled Created, Updated, Ignored, and Unsuccessful. In this case, 21 items have been created in the Accounts list.
  1. Click Close.

Run an export action:

The export icon, a blue arrow, pointing right, in the bottom-right corner of a sheet of paper.
  1. Click Exports.
  2. Once the export completes, the file is downloaded to the location specified in your browser settings.
  3. Click Close.

Run a Process action:

The process button, a blue spiral arrow that starts in the center of a piece of paper and moves out to the right.
  1. For each of the imports in the process, click Choose file and upload the file with the data you want to import.
  2. Click Processes.
  3. Once any exports are complete, the files download to the location specified in your browser settings.
  4. Optionally, click the title of any import actions to display their results below the title. This includes how many items were created, updated, ignored, or unsuccessful.
    The imported data displays in the location specified in the import action (such as a module or list).
An example of the dialog that appears after a process action. This process action contains two imports and an export. The title of the second import has been selected, revealing the results of the import.
  1. Click Close.

Once you finish running an action from the toolbar, the worksheet automatically refreshes. This means that any new data from an import displays on the worksheet immediately.