OneCloud can easily extract data from Planful for use in reporting via BI tools such as Tableau. In this tutorial, you will extract a slice of data and dynamically generate a Tableau "Hyper" file that can subsequently be published to a Tableau Server.

Step 1: Create a OneCloud Chain

If necessary, navigate to the "Sample Workspace for Planful".

💡 Workspaces is on the left-side navigation panel.

  • Click on the "DEV" Environment, prompting the Chains pallet to appear.

    • Alternatively, click "Build" on the left-side navigation panel.

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

    • Name the Chain "Planful to Tableau".

  • Save the Chain.

Step 2: Add a Command to Extract a Planful POV

Add the first Command, selecting Planful ➡️ Query Data ➡️ Retrieve GL Data.
💡 Use the Find tool to search for "Place" and "Retrive GL Data".

  • Choose the Retrieve GL Data 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 click + pencil icon) to edit the Command.

    • If necessary, scroll down to the Filters Section.

      • Add the desired number of filters by clicking "Add" (on the right side)

      • For this example, click "Add" four (4) times.

    • Each filter needs to establish rules for the field, operator, and value.

      • Add the following rules from the table below:

Field

Operator

Value

Segment1

=

62320

Scenario

=

Actual

AmountType

=

MTD

FiscalYear

=

2020

💡 Type the value in the required field and press the <enter>/<return> key.

Step 3: Add a Command to Preview the Data

Add a second Command to the Chain.

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

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

  • Edit the "List File Content" Command.

    • Name the Command: "Preview Data".

    • Scroll down to set the File Name parameter to Response.

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

      • Click "GLData (CSV)".

    • In the "Preview Lines" parameter below, set the value to "10".

  • Save the Command.

Step 4: Build the Tableau Hyper File

The exported Planful data now needs to be converted into a native Tableau "Hyper" file by mapping the output columns to various column data types.

  • Use the (+) to add a command below the prior command group

  • Choose Tableau ➡️ Extract ➡️ Build Hyper Extract

  • Set the "Source CSV File" to be the output of "Retrieve Planful Data".

  • Set the File Format to Comma delimited.

  • Set the Column Type to the following:
    Tableau Column Type Mapping
    CHAR_STRING,CHAR_STRING,CHAR_STRING,CHAR_STRING,CHAR_STRING,CHAR_STRING,CHAR_STRING,CHAR_STRING,CHAR_STRING,CHAR_STRING,CHAR_STRING,DOUBLE,CHAR_STRING,CHAR_STRING,CHAR_STRING

  • Save the Command.

📓 What are these Column Type values used for?

Each column in the source data needs to be mapped to a Tableau column type. The supported options include: INTEGER, DOUBLE, BOOLEAN, DATE, DATETIME, DURATION, CHAR_STRING, UNICODE_STRING, SPATIAL

Step 5: Publish to Tableau Server

For the next step, publish the Tableau Hyper file to the Tableau Server. This step will only work if a Tableau Server is accessible. If not, please skip this step.

  • Use the (+) to add a command and choose Group with Above
    Tableau ➡️ Extract ➡️ Publish Data Source.

  • Edit the Command.

    • Give the command the name: "Publish Tableau Data".

    • Set the "Datasource" to the output of the preview "Build Hyper Extract" command.

      1. Hyper File

    • Set the Datasource Name to any name that makes sense in your environment.

      1. 2020_GL_Data

    • Set the Datasource Type to the type that makes sense for your Environment.

      • Extract (hyper)

    • Set the Project ID to your Tableau Project.

      1. be234e5a-f4fd-11ea-a8cf-2b752231e4a7

    • Select "Overwrite".

  • Save the Command.

📓 Two options for accessing the Tableau Project ID are: 1) Contacting your system administrator; 2) Adding the Get Projects Command. To add Get Projects:

  • Tableau ➡️ Projects ➡️ Get Projects.

    • Publish ➡️ Execute ➡️ Run Chain.

    • Click the Get Projects Command.

      • Select "Logs".

      • Scroll down to view available projects.

      • Select the appropriate ID.

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, 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:

Environment
Chain Management

Chain Variable

The File Utilities BizApp

The Tableau BizApp


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