Create Datasets from Anaplan in Domo Workbench and Build Visualizations of Anaplan Data in Domo

Domo helps you manage, analyze, and share data across your entire organization, enabling decision makers to identify and act on strategic opportunities. Domo Workbench provides a secure, client-side solution for uploading your on-premise data to Domo. The CData ODBC Driver for Anaplan links Domo Workbench to operational Anaplan data. You can build datasets from Anaplan data using standard SQL queries in Workbench and then create real-time visualizations of Anaplan data in the Domo service.

The CData ODBC Drivers offer unmatched performance for interacting with live Anaplan data in Domo due to optimized data processing built into the driver. When you issue complex SQL queries from Domo to Anaplan, the driver pushes supported SQL operations, like filters and aggregations, directly to Anaplan and utilizes the embedded SQL Engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze Anaplan data using native Domo data types.

Connect to Anaplan as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

After creating a DSN, you will need to create a dataset for Anaplan in Domo Workbench using the Anaplan DSN and build a visualization in the Domo service based on the dataset.

Build a Dataset for Anaplan Data

You can follow the steps below to build a dataset based on a table in Anaplan in Domo Workbench using the CData ODBC Driver for Anaplan.

1. Open Domo Workbench and, if you have not already, add your Domo service server to Workbench. In the Accounts submenu, click Add New, type in the server address (i.e., domain.domo.com) and click through the wizard to authenticate.
2. In the DataSet Jobs submenu, click Add New.
3. Name the dataset job (i.e., ODBC Anaplan Sales), select ODBC Connection Provider as the transport method, and click through the wizard.
4. In the newly created DataSet Job, navigate to Source and click to configure the settings.
5. Select System DSN for the Connection Type.
6. Select the previously configured DSN (CData Anaplan Sys) for the System DSN.
7. Click to validate the configuration.
8. Below the settings, set the Query to a SQL query:

   SELECT * FROM Sales

   NOTE: By connecting to Anaplan data using an ODBC driver, you simply need to know SQL in order to get your data, circumventing the need to know Anaplan-specific APIs or protocols.
9. Click preview.
10. Check over the generated schema, add any transformations, then save and run the dataset job.

With the dataset job run, the dataset will be accessible from the Domo service, allowing you to build visualizations, reports, and more based on Anaplan data.

Create Data Visualizations

With the DataSet Job saved and run in Domo Workbench, we are ready to build visualizations of the Anaplan data in the Domo service.

1. Navigate to the Data Center.
2. In the data warehouse, select the ODBC data source and drill down to our new dataset.
3. With the dataset selected, choose to create a visualization.
4. In the new card:
   • Drag a Dimension to the X Value.
   • Drag a Measure to the Y Value.
   • Choose a Visualization.
   

With the CData ODBC Driver for Anaplan, you can build custom datasets based on Anaplan data using only SQL in Domo Workbench and then build and share visualizations and reports through the Domo service.