Run worksheet toolbar actions
Options
mark.lee
Member, ALL USERS Posts: 5 Master Anaplanner of the Year
You can run preconfigured actions that a page builder has added to your worksheet toolbar, such as imports, exports, or processes.
If an import, export, or process action is available, a button displays on the toolbar for that type of action. If no action is available for a type of action, that button does not display. To display the list of available actions that a page builder has enabled, click the toolbar button.
Button |
Enables you to run ... |
an import action. |
|
an export action. |
|
a process action. A process is a sequence of actions that can include imports and exports. |
Run an action
When you click the toolbar buttons, a dropdown displays the preconfigured actions that a page builder has added to your worksheet toolbar.
To run an action:
- Click the toolbar button for the type of action that you want to run.
- Select the action that you want to run.
- If you chose an action that imports from a file, click Choose file then select the file from which you want to import data.
- If prompted, select the target items for unmapped dimensions.
- Depending on the type of action that you're running, click Begin Import, Begin Export, or Begin Process.
The dialog indicates whether the action was successful.
Click > to view the details for an action. To download a CSV file containing errors that occurred, click Download errors (.csv).
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