Leverage fully managed file shares in the cloud. Azure Files delivers a convenient and secure solution for ingesting or exporting files with Anaplan Financial Consolidation. The system supports both XLSX and CSV files for import and export functionalities.

Prerequisites

There are two main prerequisites to use Azure Files Storage:

  1. A staging table must be present to populate the staging table from the Azure File Storage source. Read Create a Staging Table for the Data Import to read more about a staging table.
  2. You must have a connection string named Access Key. You can get this URL from the Azure administrator.

Create a data source

To create a data source:

  1. Select Configure and select + to create a new data source.
  2. Enter the data source name in Name.
  3. Select Azure File Storage from the dropdown in Provider.
  4. Enter the Access Key in Details.
    Sample Access Key    : DefaultEndpointsProtocol=https;AccountName=myaccount;AccountKey=123456/7891abcedfg/hijkl==;EndpointSuffix=core.windows.net
  5. Select Save to create the data source.
  6. Now select Save in the Connection Strings window to save the connection string for future use.

The next step is to define a workflow to import or export data from the Azure File storage location in the system. 

See Automated Import Workflow Tasks to learn how to set up the workflow.