Run worksheet toolbar actions

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mark.lee
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.

action-buttons.png

Button


Enables you to run ...


import-icon.png


an import action.


export-icon.png


an export action.


process-icon.png


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:

  1. Click the toolbar button for the type of action that you want to run.
  2. Select the action that you want to run.
    run-import-process-button.png
  3. If you chose an action that imports from a file, click Choose file then select the file from which you want to import data.
    run-process-dialog-nodots.png
  4. If prompted, select the target items for unmapped dimensions.
  5. 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.action-progress-dialog.png
    Click > to view the details for an action. To download a CSV file containing errors that occurred, click Download errors (.csv).