Overview

In this exercise, create a new Chain to load some sample bank balance data. The data is a simple ledger of bank balances:

The data typically will be provided in an open standard format such as a flat-file. In this example, we have provided a link to download the sample data that corresponds to the sample BlackLine application.

BANK_BALANCES.csv
https://s3.amazonaws.com/onecloud-demo/dev-data/BANK_BALANCES.csv

Primary Learning Objective

This exercise is designed to highlight the running of a BlackLine report and downloading the data in CSV format.

Secondary Learning Objectives

This exercise also highlights using the HTTP BizApp and passing variables from one chain to another.

Prerequisites

Configure a Workspace for BlackLine

Create a BlackLine Connection

Create a Source Data Connection

Supporting Template

Load Bank Balance Data


Step 1: Create a Chain

If needed, navigate to the "DEV" Environment of the "Sample Workspace for BlackLine".

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

  • Name the Chain "Load Bank Balance Data".

  • Add a Chain Variable by selecting the blue (+) button

    • Name the variable "base-url".

      • Set the variable's value to: https://s3.amazonaws.com/onecloud-demo
        💡 Copy the above URL and paste into the variable field.

  • Near the top of the window, click the message icon ✉️ to add a Notification.

    • If necessary, click the button to add a new Notification.

    • Add an Email Notification by clicking the appropriate button.

      • Select the condition as "Success".

      • Add recipients by selecting from the drop-down list.

  • Save the Chain.

Step 2: Add a HTTP Command to Retrieve Bank Balances

Add the first Command.

  • In the Available BizApp section, select HTTP ➡️ GET.
    💡 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.

    📓 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 Bank Balances", by double-clicking the icon or hovering over it and selecting the pencil-icon.

    • Under "Basic Info", type "Get Bank Balances".

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

  • Set the URL parameter by:

    • Choosing the Chain Variable on the left-side panel, then "base-url"

    • Type "/"

    • Select the Workspace Variable on the left-side panel, then choose "data-type"

    • Type "/"

    • Add the filename BANK_BALANCES.csv

  • Save the command.

📓 To concatenate strings in a OneCloud field, be sure to have the field selected and simply add the characters or variables as required.

Step 3: Add a Command to Upload Bank Balances

Add the second Command.

  • In the Available BizApp section, select BlackLine ➡️ Import ➡️ Bank Balances.
    💡 Use the Find tool to search for "BlackLine" and then search for "Bank Balances".

  • Click-and-drag the icon onto the pallet.

  • Click, hold, and drag the 🔽 at the bottom of the first Command to the top of the second to connect the Commands.

  • Edit the Command by double-clicking the icon.

    • Under "Basic Info", rename the Command "Upload Bank Balances".

  • Scroll down to set the CSV Data Source parameter:

    • From the left-side panel, select 🔽 to the right of "Get Bank Balances":

    • Choose "Response" and the variable should appear in the parameter field.

  • Save the command.

Step 4: 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, leave it blank.

  • 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.


📚 Related Topics from this Section:

Chain Management

Notification Integration

The File Utilities BizApp

The HTTP BizApp

The Planful BizApp

Connections

Environments


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