You can import data into a module by uploading a file or connecting to another Anaplan model. Watch the following videos to learn how.
To import into a module:
- Open the module into which you want to import data. Make sure that Grid view is selected.
- On the Data menu, click Import.
- Click Upload New File and browse for the file that contains the source data.
Your import source might be a module in another Anaplan model. The steps to complete the import are the same as for importing from a file. For more information, see Connect to a Model to Import Data.
When you've selected a file, the File Options dialog shows a preview of the incoming file. The Header Row is the row that contains the column labels. The First Data Row is the first row that contains the numbers or other data you are importing. You may need to change these.
Changes to the Column Separator characters are shown immediately in the file preview pane:
Changes to the Header Row are also immediately shown in the file preview pane:
Changes to the First Data Row are also immediately shown in the file preview pane:
- If you uploaded a file, you can choose whether to set the file as the default file or keep it as a private file. If the import will be run as part of a process, we recommend you set a default file for Admins only. For more information, see Overview of Private and Default Files.
- Click Next to continue.
- Under Source, select Column Headers for a multiple column import.
- For a single column import, select a column under Source and then select a column for the Data values from drop-down that appears.
- Map the column headers in the source file to the lists that make up the rows, columns and pages in the target module.
- Map the items for each target list in turn. There is a tab for each of the lists that make up the rows, columns and pages of the target module.
- For hierarchical lists, you will normally match on codes or descriptions.
- For line items, you may need to fill in the mapping if the labels are not an exact match.
- For timescales, you can either match descriptions or use one of the standard date formats.
- Click Run Import. The data is loaded into the module.
- View the error report. A clean import will show no rows that have failed but it may still show rows that have been ignored. Typically, these are lines that contain subtotals or formulas. Since the import never overwrites formulas, these lines are ignored. When a line has failed to import, the reason for the failure is shown on the next tab.