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Difference between revisions of "Anaplan Metadata"
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## 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]] | ## 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]] | ## 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 | + | ## Add the following list of Line Items [[Image:AnaplanMetadata12.png|350px|centre]] |
### {{code|Functional Area}} | ### {{code|Functional Area}} | ||
### {{code|Applies To}} | ### {{code|Applies To}} | ||
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### {{code|Referenced By}} | ### {{code|Referenced By}} | ||
### {{code|Line Items}} | ### {{code|Line Items}} | ||
+ | ## For each Line Item, change the Format from Number to Text [[Image:AnaplanMetadata13.png|350px|centre]] [[Image:AnaplanMetadata14.png|350px|centre]] |
Revision as of 17:32, 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
- For each Line Item, change the Format from Number to Text