Quick Start Guide - Anaplan

Use Nexadata Transformation & Mapping Copilots to load & extract data with Anaplan

Articles

• Overview: Build a Segment Hierarchy for Anaplan — Extend 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.