The Tableau Anaplan native integration provides an easy way to see and understand your Anaplan data with Tableau.
The Tableau Anaplan native integration provides an easy way to see and understand your Anaplan data with Tableau.
You can connect directly to Anaplan in few easy steps.
For an introduction to the Tableau - Anaplan integration, see Connect directly to your Anaplan data in Tableau on tableau.com.
The connector is native to Tableau and built using the Anaplan API. It enables you to import Anaplan data into Tableau with export actions created and saved in Anaplan.
For information on configuring the Tableau connector for Anaplan, see the Tableau Online Help.
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.
The connector works with both Tableau Server and Desktop. The Tableau connector for Anaplan is a one-way integration that allows you to export data from Anaplan into Tableau only. You can't import Tableau data into Anaplan using this connector.
You can't use Anaplan hierarchical, or composite, lists in Tableau. We recommend that you create a new module and replace them with list-formatted line items. See the example below.
To reduce the size of your module, you can use subsidiary views for each list-formatted line item.
Example: You want to export Anaplan data from Module A into Tableau using the connector. This module contains list hierarchies. You have to prepare your data before using the Tableau connector.
Step 1 Anaplan:
The new module contains line items, one column of data, and multiple page selectors or dimensions. A list-formatted line item is needed for each parent of the level hierarchy. The lowest level of each list exports automatically from Anaplan. Here’s the dimensions set for the module:
In the new module, you can see the structure with subsidiary views and list-formatted line items. There are three new columns:
New columns for regional lists:
OrgL1 (NA - North America) is the parent of Regions L2 (United States).
And a 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 to generate the list-formatted line items for each column:
Step 2, Tableau:
Once your module is ready, you can use the connector. To do so:
You must create an export action for the module data you want to export before you use the Tableau connector.
Tableau only recognizes export actions. If your module contains hierarchical or composite lists, make sure you follow the instructions in Export data from Tableau
The export runs and creates an action. The export name displays in Processes, under Exports. You can now use the connector to retrieve and manage your data in Tableau.
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