Overview: Build a Segment Hierarchy for Anaplan

This Quick Start Guide (QSG) builds on the foundational concepts from the Overview of Building Workflows in Nexadata. If you’ve completed that guide, you’ve already learned how to create a Connection, Dataset, Workflow, and Pipeline using Nexadata’s Transform and Mapping Copilots.

🔍 What You’re Doing

In this next step, you’ll apply those same skills to a new use case: building a segment hierarchy using sample customer and order data, and publishing the results to Anaplan for use in operational and strategic models.

🧩 About Anaplan

Anaplan is a connected planning platform that helps organizations manage and forecast business performance through real-time modeling and collaboration. In this QSG, Anaplan is the target destination, where your transformed segment data will be written for downstream use in Anaplan models.

✅ To complete this guide, you’ll need:

Familiarity with Anaplan’s model structure (Workspaces, Models, Modules, Lists, Imports)
Access to an Anaplan Workspace and Model with permissions to import data
The ability to create or modify an Import Action using a List or Module

🎯 Use Case: Creating a Customer Segment Hierarchy

In this scenario, you’ll use sample customer and order datasets to generate a Segment Hierarchy based on sales volume and geography. The goal is to classify each customer into one of three segments based on business logic:

Strategic – Customers with a total order volume of 20,000 or more
Domestic – Customers with less than 20,000 in sales and located in the USA
International – All other customers

To accomplish this, you’ll:

Join order and customer datasets on a shared key (e.g., company_id)
Apply conditional logic via a transformation prompt
Output a clean, two-column dataset
Send this dataset to Anaplan using a pre-configured Import Action

✏️ Prompt Provided to the Copilot:

Build a segment hierarchy based on total order volume per customer aka "Company". Create a mapping group on the country column where Customers with 20,000 or more in total sales should be classified as 'Strategic', and less than 20,000 and from the USA as 'Domestic', and all others as 'International'. Sort by segment.

📤 Output Goal:

A two-column dataset with the following fields:

Segment
CompanyName

This guide will walk you through:

Setting up the source datasets
Generating the transformation with Nexadata’s Copilots
Pushing the output directly into Anaplan using a pre-configured Import Action

Ready to build your first Anaplan integration?

Let’s get started!