Connect to and Visualize Live Anaplan Data in Tableau Prep

Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with the CData Tableau Connector for Anaplan, you can easily get access to live Anaplan data within Tableau Prep. This article shows how to connect to Anaplan in Tableau Prep and build a simple chart.

The CData Tableau Connectors enable high-speed access to live Anaplan data in Tableau. Once you install the connector, you simply authenticate with Anaplan and you can immediately start building responsive, dynamic visualizations and dashboards. By surfacing Anaplan data using native Tableau data types and handling complex filters, aggregations, & other operations automatically, CData Tableau Connectors grant seamless access to Anaplan data.

NOTE: The CData Tableau Connectors support Tableau Prep Builder 2020.4.1 or higher. If you are using an older version of Tableau Prep Builder, you will need to use the CData JDBC Driver.

Install the CData Tableau Connector

When you install the CData Tableau Connector for Anaplan, the installer should copy the TACO and JAR files to the appropriate directories. If your data source does not appear in the connection steps below, you will need to copy two files:

1. Copy the TACO file (cdata.anaplan.taco) found in the lib folder of the connector's installation location (C:\Program Files\CData\CData Tableau Connector for Anaplan 20XX\lib on Windows) to the Tableau Prep Builder repository:
   • Windows: C:\Users\[Windows User]\Documents\My Tableau Prep Repository\Connectors
   • MacOS: /Users//Documents/My Tableau Prep Repository/Connectors
2. Copy the JAR file (cdata.tableau.anaplan.jar) found in the same lib folder to the Tableau drivers directory, typically [Tableau installation location]\Drivers.

Connect to Anaplan in Tableau Prep Builder

Open Tableau Prep Builder and click "Connect to Data" and search for "Anaplan by CData." Configure the connection and click "Sign In."

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.

👁 Configuring the Connector (Sage Intacct is shown)

Discover and Prep Data

Drag the tables and views you wish to work with onto the canvas. You can include multiple tables.

👁 Selecting table(s)

Data Cleansing & Filtering

To further prepare the data, you can implement filters, remove duplicates, modify columns and more.

1. Start by clicking on the plus next to your table and selecting the Clean Step option. 👁 Adding a Clean Step
   
2. Select the field values to filter by. As you select values, you can see how your selections impact other fields. 👁 Selecting test entries (Sage Intacct is shown).
   
3. Opt to "Keep Only" or "Exclude" entries with your select values and the data changes in response. 👁 Excluding selected entries (Sage Intacct is shown).
   

Data Joins and Unions

Data joining involves combining data from two or more related tables based on a common field or key.

1. To join multiple tables, drag a related table next to an existing table in the canvas and place it in the Join box. 👁 Joining two tables (Sage Intacct is shown).
   
2. Select the foreign keys that exist in both tables. 👁 Setting the joining fields/columns (Sage Intacct is shown).
   

Exporting Prepped Data

After you perform any cleansing, filtering, transformations, and joins, you can export the data for visualization in Tableau.

1. Add any other needed transformations then insert an Output node at the end of the flow.
2. Configure the node to save to a file in the format of your choice. 👁 Saving the results (Sage Intacct is shown).
   

Once the output data is saved, you can work with it in Tableau, just like you would any other file source.

Using the CData Tableau Connector for Anaplan with Tableau Prep Builder, you can easily join, cleanse, filter, and aggregate Anaplan data for visualizations and reports in Tableau. Download a free, 30-day trial and get started today.