Loading data to Anaplan from a text file is very common. This tutorial shows how to Create a Chain that loads data from a sample flat file into Anaplan and stage it as an Import Data Source.

Once the upload is complete, this tutorial will show you the OneCloud Tabular Transformation capabilities since data often needs to transformed prior to being uploaded to Anaplan.

Step 1: Create an HTTP Connection

The sample data for this exercise is stored on a web server hosted by Amazon Web Services. In order to fetch the data, create a OneCloud HTTP Connection.

  • On the left-side navigation panel, select the OneCloud Connections Manager.

  • Click the blue (+) icon in the lower-right corner to add a Connection.

  • Under BizApp Connection, select HTTP Request.

  • Scroll down to confirm the connection is enabled for the "DEV" and "PROD" Environments.

  • Save the Connection.

Step 2: Create a OneCloud Chain

  • From OneCloud Workspaces Manager, select the DEV Environment from the Sample Workspace for Anaplan Workspace.

  • Add a new Chain and name it "Upload Text File to Anaplan".
    📓 Note: You will only see the centered button "Add a New Chain" if this is the first Chain.

  • Save the Chain.

Step 3: Add a Command to Fetch a Sample Data File

Add the first Command.

  • In the Available BizApp section, select HTTP ➡️ GET.
    💡 Hint: Use the Find tool to search for "HTTP" and then search for "GET".

  • Choose the Command GET by double-clicking the icon, which will auto-load the Command into the Chain Start circle.

    📓 Note: Alternatively, click-and-drag the icon onto the pallet. Then move the icon in the Chain Start circle. The Chain Start will show a plus (+) icon indicating that the command may be placed at the start of the Chain.

  • Rename the Command "Get Data", by double-clicking the icon or hovering over it and selecting the pencil-icon.

    • Under "Basic Info", type "Get Data".

  • Scroll down to input the URL to be used in the GET Command.

  • Copy the following URL to the URL parameter.
    https://s3.amazonaws.com/onecloud-demo/simple/SIMPLE_FACT.csv

  • Click save.

Step 4: Add a Command to Upload the Data to Anaplan

Add a second Command to the Chain.

  • In the Available BizApp section, select the Anaplan icon

  • Click-and-drag the "Upload File" Command to the canvas.
    💡 Hint: Use the Find tool to search for "Anaplan" and then locate "Upload File".

  • Connect the "Get Data" Command to the "Upload File Command".

Step 5: Add a Command to Upload the Data to Anaplan

  • Use the pencil icon or double-click method to edit the Upload File Command.

  • Set the Workspace parameter to the Anaplan Workspace ID.

  • Set the Model parameter to the Anaplan model No.

  • Set the Server file parameter to "SIMPLE_FACT.csv".

  • Set the Source file parameter to the Response, by referencing the dropdown menu for the Get Data output on the left-side.

  • Set the Header records to "1".

  • Save the changes.

Step 6: Publish & Run the Chain

Publishing is an important feature in OneCloud. Chains must be published, before they can be run. A Chain and its respective Commands will not be executed otherwise. Whether making one alteration or many, the Chain must be published every time a Chain or Command is edited.

Publish ➡️ Execute ➡️ Run Chain.

  • To publish a Chain, click "Publish" near the upper-right corner.

  • Optionally, add a Publish Chain Comment. For this example, type "Initial Build".

  • Once published, the "Execute" button becomes active. Click it.

  • Once executed, the "Run Chain" button is activated. Click it.

  • The Chain will animated when it is running.

  • Click on the Anaplan Upload File Command.

  • When the Chain has been run, the outputs will be available to view.

Step 7: Confirm the Data in Anaplan

  • Login to Anaplan and find the Import Data Source "SIMPLE_FACT.csv".

    📓 Note: Figures may differ from the file used at the time this example was conducted.


📚 Related Topics from this Section:

The Anaplan BizApp

Create a Chain

Import Data Sources (Anaplan)

Tabular Transformation

HTTP Connection

HTTP Request

Publishing a Chain


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