1. PlanIQ
  2. Get your data ready to export to PlanIQ
  3. Create export actions for your data collection setup

Once you've created your source modules, you can include an export action for each module. The actions enable you to export your source data out to your data collection.  

Open the source module you want to carry out the data export for, to put into your data collection.
Your source modules are your historical data, related data, and attributes modules. 

To create an export action:

  1. In your source module, select Data>Export.
  2. Select Layout.
  3. For Export format, select the comma separated values (.csv) file type.
  4. Select Omit empty rows.
  5. Select Omit summary items.
  6. Under Labels, select Include row headers.
  7. Select Save export definition.
  8. Click Run export.
Demo of how to create an export action for your historical data module, so you can export the data into PlanIQ's data collection setup.

Disclaimer

We may update our documentation occasionally, but will only do so in a way that does not negatively affect the features and functionality of the Anaplan service.