Create a connection in Anaplan Data Orchestrator to import data from Anaplan Financial Consolidation. Then use the connection to extract data and create a source dataset.

Create a connection to Anaplan Financial Consolidation

You will need your Financial Consolidation credentials to connect the data with Data Orchestrator.

To create a connection:

  1. Select Data Orchestrator from the top-left navigation menu.
  2. Select Connections from the left-side panel.
  3. Select Create connection.
  4. Select Financial Close and Consolidation and then select Next.
    If you can't find the connector, enter a search term in the Find... field.
  5. On the Connection details page, complete the fields below and select Next:
    • Name: Create a name for your connection. The name can contain alphanumeric characters and underscores.
    • Description: Enter a description about your connection.
  6. On the Connection credentials page, enter your Financial Close and Consolidation credentials and then select Next:
    • Username
    • Password
    • Host
    • Port
    • Database
    • Schemas
  7. After the connection test is complete, select Done.

Extract data from the Anaplan Financial Consolidation connection

You can extract data from the Anaplan Financial Consolidation connection to add source data to Data Orchestrator. The data extract creates a source dataset.

To extract data:

  1. Select Data Orchestrator from the top-left navigation menu.
  2. Select Source data from the left-side panel.
  3. Select Add data > From connection.
  4. On the Dataset details page, enter these details and select Next:
    • Connection
    • Dataset name
    • Description
    • Namespace
    • Path name
  5. On the Choose an upload type page, enter these details and select Next:
    1. Select the Load type:
      • Full replace: Completely replaces the current loaded data with the new data.
      • Append: Adds the new data to the end of the current table.
      • Incremental: Takes the data and incrementally updates what was previously loaded.
    2. Select the columns to import.

 Notes: 

  • The _ab fields are added by Data Orchestrator and aren't user data.
  • If you selected Incremental as the load type (partial replace): 
    • Select a Primary key checkbox. You can select more than one checkbox.
    • Data Orchestrator uses the  _ab fields as cursor keys to identify what's changed. The values aren't used for a Full replace. 
    • The Cursor Field is preselected.
  • If you selected Append as the load type (partial replace):
    • Data Orchestrator uses the  _ab fields as cursor keys to identify what's changed. The values aren't used for a Full replace. 
    • The Cursor Field is preselected.
  1. Select Create in the confirmation dialog.