WHAT IT DOES
Stop typing numbers by hand.
Budgets, rate cards, annual reports and management accounts usually arrive as PDFs and spreadsheets. Getting those numbers into your model means retyping them and asking a model builder to set up a new import. It takes days and mistakes are more likely to happen.
Designed and built by the Anaplan specialists at Mavens Cloud, the Data Loader does this for you. It reads every figure, matches it to the right place in your model and loads it. Nothing is installed in your model and it only writes the numbers you approve.
HOW IT WORKS
Four simple steps.
01
Add your documents
Add your PDFs or spreadsheets and choose where in your model the data should go.
02
It reads every figure
The Data Loader pulls every number out of your documents for you.
03
It maps to your model
Each figure is lined up with the right place in your model.
04
You approve, it loads
Once you’re happy, the data goes into your model with a record of every change.
WHO IT’S FOR
Built for teams who handle documents every day.
Finance and planning teams who receive figures in documents and need them in their models.
Analysts
Stop spending days retyping numbers.
Model builders
No new import to build every time a document changes shape.
Model owners
Stay in control of exactly what goes into the model.
KEY CAPABILITIES
What the Data Loader does for you.
Reads documents of any size
PDFs and Excel files, up to 25 at a time with no limit on file size. A 250 page annual report is handled as easily as a two page summary.
Matches itself to your model
Figures are matched to your line items, lists, time periods and versions automatically, so nothing needs mapping by hand.
Protects your model
Every load is checked before it’s sent. It catches any data set to land on a calculation or a heading, so import errors are stopped before they happen.
Keeps your data in your hands
The Data Loader runs in your own AWS account, so your documents and data never leave your environment.
THE RESULTS
What changes for your team.
Zero
No model setup
No import actions, saved views or file definitions are created in your model. Every load goes straight through Anaplan’s API.
75%
Unsure means review
Any match under 75% confidence is held for you to check. The loader never writes a figure it isn’t sure about.
100,000
Built for big loads
Up to 100,000 cells go into Anaplan in a single load.
Every load
Proof, not guesswork
A before and after record of every load, so you can see what changed and undo it if needed.
Results may vary depending on your organisation, your documents and how your Anaplan models are set up.
