Analyze Anaplan Data in Infragistics Reveal

Reveal is a data visualization solution provided by Infragistics and can be paired with the CData API Server to build dynamic dashboards from live Anaplan data. The CData API Server generates an OData API for Anaplan, which is natively consumable in Reveal. In this article, we walk through connecting to Anaplan in API Server and connecting to the API Server from Infragistics Reveal to create a simple dashboard.

Connect to Anaplan from API Server

CData API Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Open API Server and click Settings -> Connection -> Add Connection
2. Select "Anaplan"
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.

   

Add Anaplan Resource Definitions in API Server

After connecting to Anaplan, create Resources, which represent API endpoints for Anaplan data.

1. Click Settings -> Resources -> Add Resource
2. Select the Anaplan connection
3. Select the table you wish to retrieve and click Next
4. (Optional) Edit the resource to select specific fields and more
5. Save the settings

Add an API Server User

Create a User to connect to Anaplan from Reveal through API Server.

1. Click Settings -> Users
2. Click Add
3. Configure a User with access to the Anaplan Connection and Resource(s)

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in Settings -> Server.

• Enable cross-origin resource sharing (CORS): ON
• Allow all domains without '*': ON
• Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
• Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

Create a Dashboard in Reveal

With the API Server configured, we can visualize Anaplan data in Reveal.

1. Log into Reveal and click Dashboards -> New
2. Click Data Source -> OData Feed
3. Specify the API Server API endpoint URL, for example: https://serverurl/api.rsc
4. Select Generic Credentials and specify the API Server username and authentication token
5. Select the entity you wish to visualize
6. Select fields and choose a chart type

More Information & Free Trial

At this point, you have created a simple dashboard from live Anaplan data. For more information on creating OData feeds from Anaplan (and more than 150 other sources), visit the API Server page. Download a free, 30-day trial and start working live Anaplan data in tools that consume OData APIs.