Connect and Query Live Anaplan Data in Databricks with CData Connect AI

Databricks is a leading AI cloud-native platform that unifies data engineering, machine learning, and analytics at scale. Its powerful data lakehouse architecture combines the performance of data warehouses with the flexibility of data lakes. Integrating Databricks with CData Connect AI gives organizations live, real-time access to Anaplan data without the need for complex ETL pipelines or data duplication—streamlining operations and reducing time-to-insights.

In this article, we'll walk through how to configure a secure, live connection from Databricks to Anaplan using CData Connect AI. Once configured, you'll be able to access Anaplan data directly from Databricks notebooks using standard SQL—enabling unified, real-time analytics across your data ecosystem.

Overview

Here is an overview of the simple steps:

1. Step 1 — Connect and Configure: In CData Connect AI, create a connection to your Anaplan source, configure user permissions, and generate a Personal Access Token (PAT).
2. Step 2 — Query from Databricks: Install the CData JDBC driver in Databricks, configure your notebook with the connection details, and run SQL queries to access live Anaplan data.

Prerequisites

Before you begin, make sure you have the following:

1. An active Anaplan account.
2. A CData Connect AI account. You can log in or sign up for a free trial here.
3. A Databricks account. Sign up or log in here.

Step 1: Connect and Configure a Anaplan Connection in CData Connect AI

1.1 Add a Connection to Anaplan

CData Connect AI uses a straightforward, point-and-click interface to connect to available data sources.

1. Log into Connect AI, click Sources on the left, and then click Add Connection in the top-right.

2. Select "Anaplan" from the Add Connection panel.

3. Enter the necessary authentication properties to connect to Anaplan.

   Authenticating to Anaplan

   The driver supports authenticating with Basic, Certificate, or OAuth. In every case, set Region to the region where your Anaplan account data is hosted (e.g., US1, which is the default).

   Using Basic Authentication

   Set AuthScheme to Basic, then supply your Anaplan User and Password. If your workspace uses single sign-on (SSO), you must be assigned as an Exception User to use Basic authentication.

   Using Certificate Authentication

   Set AuthScheme to Certificate, then supply the Certificate, CertificateType, and PrivateKey properties (and the matching CertificatePassword / PrivateKeyPassword if either is encrypted). The certificate must be a CA-issued X.509 certificate registered with your Anaplan tenant administrator.

   Using OAuth Authentication

   Register a custom OAuth application in Anaplan, then set the following properties:

   • OAuthClientId: The client Id assigned when you registered your custom OAuth application.
   • OAuthClientSecret: The client secret assigned when you registered your custom OAuth application.
   • CallbackURL: The redirect URI defined when you registered your application.
   • InitiateOAuth: Set to GETANDREFRESH to have the driver manage the OAuth token exchange and refresh automatically.

   See the Getting Started chapter of the help documentation for a guide to creating a custom OAuth app and using OAuth.

   
4. Click Save & Test in the top-right.
5. Navigate to the Permissions tab on the Anaplan Connection page and update the user-based permissions based on your preferences.

1.2 Generate a Personal Access Token (PAT)

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. PAT functions as an alternative to your login credentials for secure, token-based authentication. It is a best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. Note: The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Step 2: Connect and Query Anaplan Data in Databricks

Follow these steps to establish a connection from Databricks to Anaplan. You'll install the CData JDBC Driver for Connect AI, add the JAR file to your cluster, configure your notebooks, and run SQL queries to access live Anaplan data data.

2.1 Install the CData JDBC Driver for Connect AI

1. In CData Connect AI, click the Integrations page on the left. Search for JDBC or Databricks, click Download, and select the installer for your operating system.
2. Once downloaded, run the installer and follow the instructions:
   • For Windows: Run the setup file and follow the installation wizard.
   • For Mac/Linux: Unpack the archive and move the folder to /opt or /Applications. Make sure you have execute permissions.
3. After installation, locate the JAR file in the installation directory:
   • Windows:

     C:\Program Files\CData\CData JDBC Driver for Connect AI\lib\cdata.jdbc.connect.jar

   • Mac/Linux:

     /Applications/CData/CData JDBC Driver for Connect AI/lib/cdata.jdbc.connect.jar

2.2 Install the JAR File on Databricks

1. Log in to Databricks. In the navigation pane, click Compute on the left. Start or create a compute cluster.
2. Click on the running cluster, go to the Libraries tab, and click Install New at the top right.
3. In the Install Library dialog, select DBFS, and drag and drop the cdata.jdbc.connect.jar file. Click Install.

2.3 Query Anaplan Data in a Databricks Notebook

Notebook Script 1 — Define JDBC Connection:

1. Paste the following script into the notebook cell:

driver = "cdata.jdbc.connect.ConnectDriver"
url = "jdbc:connect:AuthScheme=Basic;User=your_username;Password=your_pat;URL=https://cloud.cdata.com/api/;DefaultCatalog=Your_Connection_Name;"

2. Replace:
   • your_username - With your CData Connect AI username
   • your_pat - With your CData Connect AI Personal Access Token (PAT)
   • Your_Connection_Name - With the name of your Connect AI data source, from the Sources page
3. Run the script.

Notebook Script 2 — Load DataFrame from Anaplan data:

1. Add a new cell for this second script. From the menu on the right side of your notebook, click Add cell below.
2. Paste the following script into the new cell:

remote_table = spark.read.format("jdbc") \
  .option("driver", "cdata.jdbc.connect.ConnectDriver") \
  .option("url", "jdbc:connect:AuthScheme=Basic;User=your_username;Password=your_pat;URL=https://cloud.cdata.com/api/;DefaultCatalog=Your_Connection_Name;") \
  .option("dbtable", "YOUR_SCHEMA.YOUR_TABLE") \
  .load()

3. Replace:
   • your_username - With your CData Connect AI username
   • your_pat - With your CData Connect AI Personal Access Token (PAT)
   • Your_Connection_Name - With the name of your Connect AI data source, from the Sources page
   • YOUR_SCHEMA.YOUR_TABLE - With your schema and table, for example, Anaplan.Sales
4. Run the script.

Notebook Script 3 — Preview Columns:

1. Similarly, add a new cell for this third script.
2. Paste the following script into the new cell:

display(remote_table.select("ColumnName1", "ColumnName2"))

3. Replace ColumnName1 and ColumnName2 with the actual columns from your Anaplan structure (e.g. Region, Product, etc.).
4. Run the script.

You can now explore, join, and analyze live Anaplan data directly within Databricks notebooks—without needing to know the complexities of the back-end API and without replicating Anaplan data.

Try CData Connect AI Free for 14 Days

Ready to simplify real-time access to Anaplan data? Start your free 14-day trial of CData Connect AI today and experience seamless, live connectivity from Databricks to Anaplan.

Low code, zero infrastructure, zero replication — just seamless, secure access to your most critical data and insights.