Let's create a new Chain to load some sample data. The sample consists of simple balance data broken out by account, company, department, product, customer, and month. The preview is below is based upon the Planful training application.

  • Sample GL Data

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

  • 2019 GL Summary Data
    https://s3.amazonaws.com/onecloud-demo/dev-data/2020-gl-summary-data.csv

Step 1: Create a Chain

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

  • Add a new Chain by selecting the green (+) button near the middle of the screen.

  • Name the Chain "Load 2020 GL 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.

📓 Users may notice that the gifs in this tutorial display the Chain name as "Load 2019 GL Data". While the name has no bearing on the success of the Chain, the parameters in the remainder of this tutorial have been updated to reflect a current dataset.

Step 2: Add a HTTP Command to Retrieve GL Data

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 GL Data", by double-clicking the icon or hovering over it and selecting the pencil-icon.

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

  • 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 "sample"

    • Type "/"

    • Add the filename 2020-gl-summary-data.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 Preview the Data

Add a second command to the Chain. Add the Command List File Content to preview the data.

  • Select the File Utilities ➡️ List File Content Command.
    💡 Use the Find tool to search for "File Utilities" and "List File Content".

  • Connect the "Get GL Data" Command to the "List File Content" Command.

  • Edit the "List File Content" Command.

    • Rename the Command: "Preview Data".

    • Scroll down to set the File Name to Response.

      • From the left-side panel, choose "Get GL Data".

      • Click "Response".

    • Set the Preview Lines parameter to "10".

  • Save the Command.

Step 4: Clear GL Summary Data

Add a third Command to the Chain. Add the Clear Data Command.

  • Select the Planful ➡️ Load Data ➡️ Clear Data.
    💡 Use the Find tool to search for "Planful" and "Clear Data". Load Data is a subcategory of the Planful BizApp.

  • Connect the "List File Content" Command to the "Clear Data" Command.

  • Edit the "Clear Data" Command.

    • Rename the Command: "Clear GL Data".

    • Scroll down to set the Rule to be "GL Summary Data".

    • Set the Preview Lines parameter to "10".

  • Save the Command.

Step 5: Load GL Summary Data

Add a fourth Command to the Chain. Add the Load Data Command.

  • Select the Planful ➡️ Load Data ➡️ Load Data.
    💡 Use the Find tool to search for "Planful" and "Load Data". Load Data is also a subcategory of the Planful BizApp.

  • Connect the "Clear Data" Command to the "Load Data" Command.

  • Edit the "Load Data" Command.

    • Rename the Command: "Load GL Data".

    • Scroll down to set the Rule to be "GL Summary Data".

    • Set the File Name to Response.

      • From the left-side panel, choose "Get GL Data".

      • Click "Response".

    • Set the Delimiter to comma ,.

  • Save the Command.

Step 6: Transfer the GL Data

Add a fifth Command to the Chain. Add the Transfer Data Command.

  • Select the Planful ➡️ Load Data ➡️ Transfer Data.
    💡 Use the Find tool to search for "Planful" and "Transfer Data". Load Data is a subcategory of the Planful BizApp.

  • Connect the "Load Data" Command to the "Transfer Data" Command.

  • Edit the "Transfer Data" Command.

    • Rename the Command: "Transfer GL Data".

    • Scroll down to set the Rule to be "GL Summary Data".

  • Save the Command.

Step 7: 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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