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Difference between revisions of "Anaplan Metadata"
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You can make your Anaplan model easier to browse in XLCubed by adding a module containing some extra data about the model. There are a few steps to do this, but they should be simple to follow. | You can make your Anaplan model easier to browse in XLCubed by adding a module containing some extra data about the model. There are a few steps to do this, but they should be simple to follow. | ||
− | # Export the | + | # Export the Module info |
## In the Modules screen click the export button [[Image:AnaplanMetadata1.png|350px|centre]] | ## In the Modules screen click the export button [[Image:AnaplanMetadata1.png|350px|centre]] | ||
## Ensure the export type is set to csv and click "Run Export" [[Image:AnaplanMetadata2.png|350px|centre]] | ## Ensure the export type is set to csv and click "Run Export" [[Image:AnaplanMetadata2.png|350px|centre]] | ||
Line 11: | Line 11: | ||
## Pick the Modules.csv file you exported in stage 1 [[Image:AnaplanMetadata7.png|350px|centre]] | ## Pick the Modules.csv file you exported in stage 1 [[Image:AnaplanMetadata7.png|350px|centre]] | ||
## Set the source column to Column 1 and click Run Import [[Image:AnaplanMetadata8.png|350px|centre]] | ## Set the source column to Column 1 and click Run Import [[Image:AnaplanMetadata8.png|350px|centre]] | ||
+ | ## You will see a screen saying the Import has completed | ||
+ | # Create a new Module for the data | ||
+ | ## Return to the Modules screen and click "Insert Module" [[Image:AnaplanMetadata9.png|350px|centre]] | ||
+ | ## Create a new module called {{code|XL3ModuleInfo}}. You should remove any Time dimension and add the {{code|XL3ModuleNames}} item created earlier [[Image:AnaplanMetadata10.png|350px|centre]] | ||
+ | ## Open the newly created Module and switch to Blueprint view. Then Press the + button to add Line Items [[Image:AnaplanMetadata11.png|350px|centre]] | ||
+ | ##Add the following list of Line Items | ||
+ | * {{code|Functional Area}} | ||
+ | * {{code|Applies To}} | ||
+ | * {{code|Time Scale}} | ||
+ | * {{code|Time Range}} | ||
+ | * {{code|Versions}} | ||
+ | Referenced By | ||
+ | Line Items}} |
Revision as of 17:27, 9 March 2023
You can make your Anaplan model easier to browse in XLCubed by adding a module containing some extra data about the model. There are a few steps to do this, but they should be simple to follow.
- Export the Module info
- In the Modules screen click the export button
- Ensure the export type is set to csv and click "Run Export"
- Create the module list
- In the General lists screen click Insert
- Add a module called XL3ModuleNames
- Pick the new module and Open it to add data
- Press the Import button
- Pick the Modules.csv file you exported in stage 1
- Set the source column to Column 1 and click Run Import
- You will see a screen saying the Import has completed
- Create a new Module for the data
- Return to the Modules screen and click "Insert Module"
- Create a new module called XL3ModuleInfo. You should remove any Time dimension and add the XL3ModuleNames item created earlier
- Open the newly created Module and switch to Blueprint view. Then Press the + button to add Line Items
- Add the following list of Line Items
- Functional Area
- Applies To
- Time Scale
- Time Range
- Versions
Referenced By Line Items}}