we are using Anaplan to view my data in tables. Is it possible to get the data from Anaplan dashboards and visualize them in Tableau?
Same applies for SAP BO reports.
Thanks in advance
Saanvi S
Hi,
Exporting data from Anaplan for use in other applications is common.
For the Anaplan Admin/Builder, all you need to do is:
1. Define the Tableau / SAP BO import format
2. Create an export in Anaplan that matches the Tableau/SAP BO format (this might be done using an existing module, but might also require the building of a new module)
3. Create a process to get the data from Anaplan to Tableau/BO. This can take many forms, but will include running your anaplan export, moving the export file to a place where Tableau/BO can pick it up, and loading the data into Tableau/BO. Anaplan has an API that can help automate this process. In addition, there are a variety of integration tools Anaplan works well with. The first step here (for you) is to decide whether the intergation will be manual or automated, and then work with your organization to get it going. If manual, then it could be as simple as someone running the Anaplan export and emailing it to the person who would load it into Tableau/BO. If automated, then your IT group may have a preferred integration approach, and all they will need is the name of the export (module/view), some information about the model, and the API URL (in Anapedia) so they can (write the automation scripts).
While automated integrations can take some time to get in place (because internal coordination with IT & others often takes time), the total hours invested tend to be relatively low for the value received. When IT tests an automated integration, the functional Anaplan Admin can usually be a great help in troubleshooting any errors (even if they aren't programmers per se), because the errors often relate to something configured within Anaplan itself... e.g. user access or a problem with the data.
Fun stuff!
We are going to have a webinar next Thursday on this exact subject! Here's a link to the post on LinkedIn. Hope to see you there! https://www.linkedin.com/feed/update/urn:li:activity:6325697009152069633
paul
Do we have recording...I need to understand the integration between Anaplan and SAP BO.
Hello folks, Does anyone know how to work around the Polaris limitation of using the Formula or Ratio summary method alongside the Closing Balance within the same line item? I have a Business Unit list where the total (All BUs) must display the Corporate (1 of 20 leaf items under All BUs total) number of Unique Customers.…
Has anyone found success using Anaplan XL with Polaris models in a shared drive with or without concurrent users? My team has experienced a variety of errors, login failures, etc. sometimes it works, sometimes it doesn't. We've been recommended to save and edit files locally, which helps but certainly with its limitations…
We are looking for Anaplan end-users to provide feedback on their experiences with the Excel add-in. Interested individuals will respond to this 5-minute survey to help us understand personal needs and behavior when using the add-in. The feedback provided by survey takers is essential to the roadmap of Anaplan's products.…
