Step 4 - Create a Workflow and add Datasets for Anaplan

🔍 What You’re Doing

In this step, you’ll create a new Workflow in Nexadata and add the three Datasets you prepared earlier — demo_Customers, demo_Orders, and Segment Hierarchy. A Workflow serves as the central place to manage your Pipelines, Datasets, and scheduling logic.

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✅ Summary of Steps

1. From the Nexadata home screen, click Create a Workflow.

2. On the Workflow page, click Create Workflow again.

3. Enter a name for the Workflow (e.g., Anaplan Workflow).

4. Click Create to save the Workflow.

5. In the Workflow view, go to the Datasets tab.

6. Click Add Dataset.

7. From the list, select the demo_Customers Dataset.

8. Repeat the step to add the demo_Orders Dataset.

9. Repeat the step to add the Segment Hierarchy Dataset.

10. Confirm that all three Datasets appear in the Workflow’s Datasets list.

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