Export/Import Time Periods

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MarkTurkenburg
MarkTurkenburg Member, ALL USERS Posts: 5 Contributor
in Extensibility

Hi team,

 

I have a situation whereby users have the option to export the data from a module, adjust the relevant cells & then import the same CSV file to the module.

 

There is an issue with 2 line items that have Time Period as the format. When they are exported the format in the CSV is 'MMM-YY' rather than 'MMM YY' & if you upload the CSV without re-saving it then it will not remove the data in those fields. If you open the CSV, save the file (even without any changes) & then upload it will fail on those Time Period cells & delete the data that is currently in the module

 

I'm thinking with this current setup, Users would export the data, open it and then need to change the values in those cells to 'MMM YY' & also add the new data in the same format otherwise it will delete data as above

 

I know that I could create a date line item & map the data into this & reference the Time Period line item to this but that seems like a unreasonable workaround

 

Any ideas would be appreciated

 

Mark

 

 

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Comments

  • MarkTurkenburg
    MarkTurkenburg Member, ALL USERS Posts: 5 Contributor

    Entering data fields manually 1 by 1 will scale better than an a upload? 

  • aerodriguezv
    aerodriguezv Member, ALL USERS, Partner, Certified Model Builder Posts: 5 Occasional Contributor

    Hi Mark, actually i'm having this same issue, did you came up with any alternative workaround for this issue?

     

    Thanks!

  • nathan.fowler
    nathan.fowler Member, ALL USERS, Partner, Certified Model Builder Posts: 5 Occasional Contributor

    You can create an export/import process within Anaplan. Ideally we always want to plan within Anaplan but I have created export/import process.

     

    • Export
      • File Type: CSV
      • Layout: Grid
      • Omit Summary
      • Include Empty
      • Action Name: Export [What you want to export] template
      • Process Name: EXPORT: [What you want to export] template
    • Import
      • Action Name: Import [What you want to import]
      • Process Name: IMPORT: [What you want to import] 
      • Time: Periods Y-M

    FYI, you'll probably get a date error when you set up the action. However, once you run the process end to end the data loads with no errors. This is pretty finicky and you may experience some errors. 

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