Quick Start Guide - Anaplan
Use Nexadata Transformation & Mapping Copilots to load & extract data with Anaplan
11 articles
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.