Tableau Connector for Anaplan
The Tableau Anaplan native integration provides an easy way to see and understand your Anaplan data using Tableau. Using the Tableau Connector for Anaplan, you can directly connect to Anaplan in few easy steps.
How does the Tableau connector for Anaplan work?
The connector is native to Tableau and built using the Anaplan API. It enables you to import Anaplan data into Tableau using export actions created and saved in Anaplan.
For information on configuring the Tableau connector for Anaplan, see the Tableau Online Help.
How can I get the Tableau connector for Anaplan?
The Tableau connector for Anaplan is available under Connect settings in the latest version of Tableau. To trial the Tableau Connector for Anaplan, visit https://www.tableau.com/products/trial.
Does the connector work with Tableau Server or Tableau Desktop?
The connector works with both Tableau Server and Desktop or just Tableau Desktop.
Does the Tableau connector for Anaplan allow for bi-directional integration?
No, the Tableau connector for Anaplan is a one-way integration that allows you to export data from Anaplan into Tableau only; you cannot import Tableau data into Anaplan using this connector.
Setting up Anaplan
Before you start, perform the following steps in Anaplan:
- Create a module for the data you want to export, which uses a structure that Tableau can translate
- Create an export action in Anaplan
How do I prepare data for export?
Anaplan hierarchical, or composite, lists cannot be used in Tableau. For this reason, we recommend that you create a new module and replace them with list-formatted line items — see the example below.
Example: Jane would like to export Anaplan data from Module A into Tableau using the connector. This module contains list hierarchies, which means she must prepare her data before using the Tableau connector.
Step 1 — In Anaplan:
- Jane creates a new module.
- She identifies the list hierarchies that must be converted into list-formatted line items in Module A. To save space in her workspace, she uses subsidiary views to reduce the size of the module.
- She creates the necessary list-formatted line items.
- Finally, Jane creates the export action.
Module A (before)
New Module (after)
Look at Module A. It contains line items, one column of data, and multiple page selectors — or dimensions. A list-formatted line item will be necessary for each parent of the level hierarchy. The lowest level of each list will automatically be exported from Anaplan. Here’s the dimensionality used by that module:
In the New Module, you can see how Jane has structured the new module using subsidiary views and list-formatted line items. She has created 3 new columns, and here’s why:
She creates 3 new columns for regional lists:
- Regions L2
OrgL1 (NA - North America) is the parent of Regions L2 (United States).
She creates 1 new column under account lists: Accounts L1 (G&A).
Accounts L1 is the parent of Acct Detail L2.
Below is an example of the formulas she has used to generate the list-formatted line items for each column:
Step 2 – In Tableau:
Once Jane’s module is ready, she can start using the connector. To do so she:
- follows the instructions on Tableau Online Help.
- rebuilds the list hierarchies from Tableau’s interface.
How do I export data in Anaplan?
You must create an Export Action for the module data you want to export before using the Tableau connector.
- On the Data menu, click Export.
The Export dialog opens.
- On the File Type list, select Comma Separated Values (.csv).
- Under Layout, select Tabular Multiple Column
- Select Omit Summary Items and Omit Empty Rows to reduce the size of the export.
- Select Save Export Definition and enter the Export Name.
- Click Run Export. The image below is an example exported .csv file:
The export is run and an action is created in Actions. The export name displays in Processes, under Exports. You can now use the connector to retrieve, manage, and groom your data in Tableau.