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Getting Started with Nexadata

Get started fast with Nexadata: setup basics, key features, and quick definitions.

33 articles
Welcome to Nexadata: Your Guide to Simplified Data ManagementExplore how our AI platform simplifies data transformation and mapping using natural language. No complex coding required!
Getting Started with Nexadata: Account, Organization & Workspace SetupNew to Nexadata? This quick guide walks you through the essential first steps: creating your account, setting up your organization, and creating your first workspace. Once complete, you’ll be ready…
Nexadata TerminologyUnderstand Nexadata's terminology to help you understand and navigate the platform.
Quick Start Guide - Pigment

Use Nexadata Transformation & Mapping Copilots to load content into Pigment

Overview: Build a Segment Hierarchy for PigmentExtend your Nexadata Workflow skills by creating a segment hierarchy and publishing it to Pigment.
Step #1 - Create a Source Connection⏱ 1 min — Connect to the Nexadata Hub and get ready to integrate sample data to Pigment
Step #2 - Create a Pigment Connection⏱ 5 mins — Use Pigment API keys to create a Nexadata connection to Pigment
Step #3 - Add Datasets⏱ 5 mins — add sample datasets to build the hierarchy
Step #4 -Create a Workflow and add Datasets⏱ 2 mins — create a Workflow and add your source Datasets
Step #5 – Build a Pipeline with the AI Copilot⏱ 3 mins — Use AI Copilot to quickly generate a Pipeline that joins, maps, and transforms your data based on a simple prompt.
Step #6 - Review the Pipeline⏱ 3 mins — Review each step to see how your data is joined, transformed, and mapped—plus validate the logic and Copilot prompt..
Step #7 - Execute the Workflow for Pigment⏱ 1 min — Run your Pipeline, download the results, and confirm the default output was created correctly.
Step #8 - Import Segment Hierarchy Data into Pigment⏱ 5 mins — Use a sample CSV from Nexadata to create a new Dimension List and save a reusable Import Configuration.
Step #9 - Push Data to Pigment from Nexadata⏱ 3 mins — Send your transformed data into Pigment by configuring a Pigment output and executing your Workflow.
Step #10 - Create a Pigment-Sourced Dataset⏱ 3 mins — Connect Nexadata to Pigment by configuring a dataset sourced directly from Pigment.
Quick Start Guide - Anaplan

Use Nexadata Transformation & Mapping Copilots to load & extract data with Anaplan

Overview: Build a Segment Hierarchy for AnaplanExtend your Nexadata Workflow skills by creating a segment hierarchy and publishing it to Anaplan.
Step 1 - Create a Source Connection to integrate with Anaplan⏱ 1 min — Connect to the Nexadata Hub and get ready to integrate sample data to Anaplan
Step 2 - Create an Anaplan Connection⏱ 5 mins — User either basic authentication or OAuth to connect to your Anaplan environment
Step 3 - Add Datasets to integrate with Anaplan⏱ 5 mins — add sample datasets to build an Anaplan List
Step 4 - Create a Workflow and add Datasets for Anaplan⏱ 2 mins — create a Workflow and add your source Datasets
Step 5 - Build a Pipeline with the AI Copilot to integrate with Anaplan⏱ 3 mins — Use AI Copilot to quickly generate a Pipeline that joins, maps, and transforms your data based on a simple prompt.
Step 6 - Review the Pipeline to Integrate Data to Anaplan⏱ 3 mins — Review each step to see how your data is joined, transformed, and mapped—plus validate the logic and Copilot prompt.
Step 7 - Execute the Workflow for Anaplan⏱ 1 min — Run your Pipeline, download the results, and confirm the default output was created correctly to build an Anaplan Import Action
Step 8 - Create an Import Action in Anaplan⏱ 5 mins — Use a sample CSV from Nexadata to load data into an Anaplan List or Module and save a reusable Import Action.
Step 9 - Push Data to Anaplan from Nexadata⏱ 3 mins — Send your transformed data into Anaplan by configuring an Anaplan output and executing your Workflow.
Step 10 - Create an Anaplan-Sourced Dataset⏱ 3 mins — Connect Nexadata to Anaplan by configuring a dataset sourced directly from your Anaplan Model.