Analyze Anaplan Data in R via ODBC

Access Anaplan data with pure R script and standard SQL. You can use the CData ODBC Driver for Anaplan and the RODBC package to work with remote Anaplan data in R. By using the CData Driver, you are leveraging a driver written for industry-proven standards to access your data in the popular, open-source R language. This article shows how to use the driver to execute SQL queries to Anaplan data and visualize Anaplan data in R.

Install R

You can complement the driver's performance gains from multi-threading and managed code by running the multithreaded Microsoft R Open or by running R linked with the BLAS/LAPACK libraries. This article uses Microsoft R Open (MRO).

Connect to Anaplan as an ODBC Data Source

Information for connecting to Anaplan follows, along with different instructions for configuring a DSN in Windows and Linux environments.

Authenticating to Anaplan

The driver supports authenticating with Basic, Certificate, or OAuth. In every case, set Region to the region where your Anaplan account data is hosted (e.g., , which is the default).

Using Basic Authentication

Set AuthScheme to , then supply your Anaplan User and Password. If your workspace uses single sign-on (SSO), you must be assigned as an Exception User to use Basic authentication.

Using Certificate Authentication

Set AuthScheme to , then supply the Certificate, CertificateType, and PrivateKey properties (and the matching CertificatePassword / PrivateKeyPassword if either is encrypted). The certificate must be a CA-issued X.509 certificate registered with your Anaplan tenant administrator.

Using OAuth Authentication

Register a custom OAuth application in Anaplan, then set the following properties:

• OAuthClientId: The client Id assigned when you registered your custom OAuth application.
• OAuthClientSecret: The client secret assigned when you registered your custom OAuth application.
• CallbackURL: The redirect URI defined when you registered your application.
• InitiateOAuth: Set to to have the driver manage the OAuth token exchange and refresh automatically.

See the Getting Started chapter of the help documentation for a guide to creating a custom OAuth app and using OAuth.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Windows

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Linux

If you are installing the CData ODBC Driver for Anaplan in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

[CData Anaplan Source]
Driver = CData ODBC Driver for Anaplan
Description = My Description
OAuthClientId = your_client_id
OAuthClientSecret = your_client_secret
CallbackURL = your_callback_url
Region = US1
InitiateOAuth = GETANDREFRESH

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Load the RODBC Package

To use the driver, download the RODBC package. In RStudio, click Tools -> Install Packages and enter RODBC in the Packages box.

After installing the RODBC package, the following line loads the package:

library(RODBC)

Note: This article uses RODBC version 1.3-12. Using Microsoft R Open, you can test with the same version, using the checkpoint capabilities of Microsoft's MRAN repository. The checkpoint command enables you to install packages from a snapshot of the CRAN repository, hosted on the MRAN repository. The snapshot taken Jan. 1, 2016 contains version 1.3-12.

library(checkpoint)
checkpoint("2016-01-01")

Connect to Anaplan Data as an ODBC Data Source

You can connect to a DSN in R with the following line:

conn <- odbcConnect("CData Anaplan Source")

Schema Discovery

The driver models Anaplan APIs as relational tables, views, and stored procedures. Use the following line to retrieve the list of tables:

sqlTables(conn)

Execute SQL Queries

Use the sqlQuery function to execute any SQL query supported by the Anaplan API.

sales <- sqlQuery(conn, "SELECT Region, Product FROM [Workspace].[Model].[Sales] WHERE Value = '100'", believeNRows=FALSE, rows_at_time=1)

You can view the results in a data viewer window with the following command:

View(sales)

Plot Anaplan Data

You can now analyze Anaplan data with any of the data visualization packages available in the CRAN repository. You can create simple bar plots with the built-in bar plot function:

par(las=2,ps=10,mar=c(5,15,4,2))
barplot(sales$Product, main="Anaplan Sales", names.arg = sales$Region, horiz=TRUE)

👁 A basic bar plot. (Salesforce is shown.)