Data mashup in Anaplan XL

Data mashup enables tables from different data sources to be combined.

This can be useful for displaying OLAP, Relational, and Excel data together without many error-prone VLookUp() formulas.

You will create a data mashup that retrieves sales data from a cube and product information from a relational database.

Firstly, you must create two connections to each data source. Then select Table... from the Insert Data menu, choose Add from the Manage connections dialog, and select the Data Mashup connection type in the New Connection tab.

Within the Data Mashup screen, add two queries and join them by selecting the second query and selecting the matching columns.

You can then use the normal table functionality, for example, hiding columns (probably those joined on don't need to be in the table twice).

• Run Queries in Series — Allows the delay of each query until the previous one has been completed. It'll reduce performance but can avoid sending multiple queries to the database simultaneously if this is an issue.
• Join Type — Allows for inner/outer/cross joins. At least one column must be joined (except for cross-joins).
• Match case — For joining ‌text columns, should the case match? The default is true.

You can add predefined calculated columns to the result set.

The only calculation type currently is Coalesce, which will return the first non-null value from the selected columns. This is useful for choosing the actual/budget or the key value in a full outer join.

When running against Analysis Services, you will receive a dialog allowing you to choose the report designer you want to use.

The standard grid designer converts members in columns into columns of the table. You can also select member properties or the row members to display or join.

You can use the tabular report designer if your data source supports DAX.