Kevin - Question, Jesse mentions that there cannot be a direct connection between Anaplan Connect and Powerbi, and an additional tool such as Azure is required, unless loading a flat file. Is this the case, or can there be a direct setup between Powerbi and Anaplan connect to have a cadence refresh of the data within Power BI from Anaplan. This direct connection is highly desirable as a solution.
I know you have a solution already but I thought I'd add a simple example to show you how easy it is to connect Anaplan to Power BI.
In this example, I'll use basic authentication, where you have to enter your ID and Pwd into Power BI. I'm also only showing a 1 chunk data set. If you have a file size greater than about 12 MB you'll need to do a multi-chunk download - more advanced but still completely doable in Power BI.
Now, the best method, of course, is along the lines of what @kjacokes was suggesting above. For me, I prefer to use Python, the Anaplan API and with a certificate which eliminates the problem of an ID and Pwd.
Anyway here's a simple example:
Step 1. Create your export in Anaplan. Whether you use a sophisticated method or a simple one, either way you have to create the actions in Anaplan first.
In this case save your export as a CSV format, save for everyone if you need this to exist longer than 48 hours, and give it a name you'll recognize. If you need a quick primer on data integration go to this link. It's AMAZING - I prefer to use the API for Power BI integration, so you might start there. They will also teach you how to use Postman, an open-source (free) API testing app. Remember to rerun the export every time you want to refresh the data. You can do this from within Anaplan, use the API, or one of the connectors @kjacokes recommended. (secret: get to know @kavinkumar - I learned just about everything I know about advanced data integration from him).
Here's our data:
Step 2: Open Power BI Desktop. Start by "get data" and select the "web" option in the "other" data source category.
Step 3: Enter the Anaplan API endpoints using this format:
To get these ID's you can use Postman to start. Anaplan connect and some of the other connectors will do the same but I find it so much easier to just run a python script which gives me everything I need including the ID's and names of the files.
Step 4: Enter your User ID and Password to connect to Anaplan
Use "Basic" authentication. Enter your User ID and Password.
Step 5: Power BI will pull the data and create a data source for you. And you're ready!
It took me 10 minutes to write this post, but about 2 minutes to get this data into Power BI.
Great question. I used V1.3 which does not require the token.
At first I encrypted my userID and password then changed to a certificate which is far more secure but a little harder to get to work.
Of course you should read @chase.hippen's article on python as a good starting point if you want to embed a python script.
The trick with PowerBI is to write an M script and build your own connector. Teklink by Mario Arias has an AWESOME video on this. You have to register your email with them but I promise you'll walk away with everything you need to hook up Anaplan to PowerBI. Get ready to take notes/screenshots though - they move really fast.
I ended up using python as i found it much easier to work with.
But I also tried creating connectors through Teklink video and was able to create script to get the file list, and download the export reports but for some reason couldn't trigger the export action with M script, i had to do it from python.
It seems like M script doesn't have a specific command for post requests?
Here is the export query i had, just curious why it didn't work.