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.