Anaplan XL can query your relational databases directly. This page describes SQL Data Tables for SQL Administrators.
Relational queries can be easily added to a report that can be used for interactive purposes, like Grids. This is done using SQL slicers and dynamic Excel ranges. For standard SQL users, please see SQL data tables (standard users).
Inserting a SQL Data Table
- Select the Anaplan XL > Grids & Tables > SQL... button from the Anaplan XL ribbon
- Select the type of connection you want to create. For example, you can use Microsoft SQL Server.
- Type the server name and select the authentication type with which to connect.
- Select Connect. You should then see all the databases on the server to which you have access. Choose the desired database and select OK to continue.
- Select the destination cell for your statement and build your query by dragging tables and views into the main tab.
- As you pick the fields, you will see the SQL statement build up in the lower half of the screen. You may also type the SQL statement directly. Select OK when finished.
- The SQL table will be inserted at the point you selected.