Anaplan
Help articles related to integrating with Anaplan
23 articles
- Setting up an Anaplan ConnectionStep-by-step guide to connecting Nexadata to Anaplan with secure credentials and configurable endpoints.
- Using an Anaplan ConnectionLearn how to use the Anaplan connection to create a Nexadata Dataset and load transformed results back into Anaplan.
- Troubleshooting an Anaplan ConnectionTroubleshoot Anaplan integration issues in Nexadata, covering import, export, errors, and best practices.
- Accessing Extended Data Sources in AnaplanLearn how to use the Export Type selector to pull audit events, users, workspaces, models, and other application data from Anaplan.
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.
Anaplan Audit Log Data Extraction
Learn how to configure Nexadata to extract Anaplan tenant details to create an audit log
- Overview: Build the Anaplan Audit Log ExtractionSet up Nexadata to extract and enrich extended Anaplan audit log details for security, compliance, and activity analysis.
- Step 1 - Create the Anaplan Audit Datasets⏱ 10 min. Build the nine Nexadata datasets that pull each Anaplan audit and administrative data source.
- Step 2 - Create the Activity Event Codes Dataset⏱ 3 min. Build the lookup dataset that translates Anaplan audit event codes into readable event messages.
- Step 3 - Tag the Anaplan Audit Datasets⏱ 2 min. Apply a shared "Audit Data" tag to every dataset that feeds the Anaplan audit log workflow.
- Step 4 - Create the Anaplan Audit Log Extraction Workflow⏱ 3 min. Create a new Workflow and add all tagged audit datasets so they're ready for transformation.
- Step 5 - Build the Stack Actions Supporting Pipeline⏱ 5 min. Use AI Copilot to combine Anaplan Imports, Exports, and Processes datasets into one output dataset.
- Step 6 - Build the Augment Events Supporting Pipeline⏱ 6 min. Use AI Copilot to join user, workspace, model, action, and audit code context to raw Anaplan events.
- Step 7 - Build the Final Output Pipeline⏱ 7 min. Build the Output Pipeline that produces the final, schema-stable audit log dataset using AI Copilot and a sample CSV target.