In addition to tabular flat files, it is common to load data to Anaplan from relational databases. This tutorial will demonstrate how to create a Chain to query a live sample relational database via a SQL query and load the data to Anaplan as an Import Data Source.

Step 1: Create a New OneCloud Chain

  • Navigate to the "DEV" Environment of the "Sample Workspace for Anaplan".

    💡 Workspaces is on the left-side navigation panel.

  • Select the "DEV" Environment.

  • Hover over the blue (+) icon near the lower-right corner. Click "Create a Chain".

  • Name the new Chain "Upload SQL Query to Anaplan".

  • Click save.

Step 2: Add a Command to Query a Database

  • Depending on the Connection created in the previous tutorial, use the BizApp selector on the left to select either the Microsoft SQL Server BizApp. Then select Execute Query.
    💡 Use the Find tool to search for the BizApp and then for "Execute Query".

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

    📓 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.

  • Double-click (or hover + click pencil icon) to edit the Execute Query Command.

  • Depending on the relational connection, add one of the SQL statements below:

    • SQL Server Query
      select top 10 * from SAMPLE_DB.dbo.SIMPLE_FACT

  • Check "Preview Results".

  • Save the Command.

Step 3: Add a Command to Upload the Queried Data to Anaplan

  • Add a second command to the Chain.

  • Select the Anaplan "Upload File" Command.
    💡 Use the Find tool to search for "Anaplan" and then for "Upload File".

  • Connect the "Execute Query" Command to the "Upload File".

Step 4: Configure the Command to Upload the Data to Anaplan

  • Double click (or hover + click pencil icon) to edit the Command "Upload File".

  • Name the Command "Upload to Anaplan"

  • Set the "Workspace" parameter by clicking the parameter box, then the 🔽 to the right of "Workspace" (on the left panel), and selecting "Anaplan-Workspace".

  • Set the "Model" parameter by clicking the parameter box, then the 🔽 to the right of "Workspace" (on the left panel), and selecting "Anaplan-Model".

  • Under "Server file" type "Sample SQL Query".

  • Set the "Source File" by clicking the parameter box, then the 🔽 to the right of "Execute Query" (on the left panel) and selecting "Result Set (CSV)".

  • Set the "Header records" parameter to "1".

  • Save the Command.

Step 5: Publish & Run the Chain

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 "Added Transformations".

  • 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 6: Confirm the data in Anaplan

  • Login to Anaplan and find the Import Data Source "Sample SQL Query".


📚 Related Topics from this Section:

Import Data Sources (Anaplan)

Microsoft SQL Server

Oracle RDBMS | ADW Command


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