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2.8.0: Delete line items from a CSV, planned from the formulas
Anaplan Toolkit 2.8.0 adds the first report that changes the model: Structure › Delete removes the line items listed in a CSV, across any number of modules, after checking every row against the model and planning the order from the formulas.
New report
- Structure › Delete: upload a CSV of module, line item and line item ID (the Line Items report's own export works as is - keep only the rows to delete). Rows are numbered from 1.
- Check first - nothing is changed. The model's structure is read from Anaplan itself, and a row is ready only when its ID, module and name all agree. Line items still used by a formula outside the CSV (or used by one that is) are marked In use and left alone, with the formula that uses them.
- Confirm by typing the number of line items. In use rows can optionally be tried as well; they go last.
- Planned order: one request per module, whatever its size. A module goes before the modules whose line items it uses, and within a request a line item before the ones it uses. Modules that use each other in both directions hold back only what is still needed, for a later pass.
- Refusals: when Anaplan refuses a line item ("… cannot be deleted because it is in use"), that line item is set aside with Anaplan's reason, the rest of the module is sent again, and it is retried once other deletions free it.
- Live report: each line item's status - Waiting, Deleted, Not deleted, In use, Skipped - updates after every request.
- Pause / Resume between requests (one already sent is never cut short); Stop ends the run and reports what was not reached.
- Saving the report: Save report now at any time, and optional auto-save to Downloads every 5, 10, 20 or 30 minutes and when the run ends - one file per run, overwritten each time. The report so far is also kept in the extension while it runs, so closing the panel doesn't lose it.
- After a delete, the Line Items, Modules, Filters and Line Items on Pages reports for that model are cleared, and the report asks you to reload the Anaplan page.
Tested live on a training model (219 line items across 24 modules, including formula dependencies between modules) and offline on a generated 700-module, ~11,000-line-item model.
Recommended use
- Deleting line items changes the model and can only be undone from Anaplan's History. Try it on a development model first; with ALM, delete in Dev and sync the change to Production with a revision tag, so Production takes one change instead of hundreds.
Permissions
- New optional permission:
downloads, asked for only when you turn on auto-save in the delete confirmation. Without it, saving falls back to an ordinary download.
Install
- Chrome / Edge:
anaplan-toolkit.zip- unzip, thenchrome://extensions→ Developer mode → Load unpacked. - Firefox 140+:
anaplan-toolkit-firefox.zip-about:debugging#/runtime/this-firefox→ Load Temporary Add-on.