Use the CData ODBC Driver for Anaplan in MicroStrategy Desktop

MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When paired with the CData ODBC Driver for Anaplan, you gain database-like access to live Anaplan data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through adding Anaplan as a data source in MicroStrategy Desktop and creating a simple visualization of Anaplan data.

The CData ODBC Driver offers unmatched performance for interacting with live Anaplan data in MicroStrategy due to optimized data processing built into the driver. When you issue complex SQL queries from MicroStrategy 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 MicroStrategy data types.

Connect to Anaplan as an ODBC Data Source

Information for connecting to Anaplan follows, along with different instructions for configuring a DSN in Windows and Linux environments.

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.

Windows

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.

Linux

If you are installing the CData ODBC Driver for Anaplan in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

[CData Anaplan Sys]
Driver = CData ODBC Driver for Anaplan
Description = My Description
OAuthClientId = your_client_id
OAuthClientSecret = your_client_secret
CallbackURL = your_callback_url
Region = US1
InitiateOAuth = GETANDREFRESH

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Connect to and Visualize Anaplan Data using MicroStrategy Desktop

In addition to connecting Anaplan in MicroStrategy enterprise products, you can connect to Anaplan in MicroStrategy Desktop. Follow the steps below to add Anaplan data as a dataset and create visualizations and reports of Anaplan data.

1. Open MicroStrategy Desktop and create a new dossier.
2. In the datasets panel, click New Data, select Databases, and select Type a Query as the Import Option.
3. Add a new data source and choose DSN data sources.
4. Choose the DSN you previously configured (likely CData Anaplan Sys) and select Generic DBMS in the Version menu.
5. Set the User and Password properties for the DSN (or use placeholder values) and name the data source.

6. Select the new database instance to view the tables. You may need to manually click the search icon in the Available Tables section to see the tables.
7. Create a SQL query for the Anaplan data (see below) and click Execute SQL to test the query.

   SELECT * FROM Sales
   

   NOTE: Since we create a live connection, we can execute a SELECT * query and utilize the filtering and aggregation features native to the MicroStrategy products.
8. Click Finish and choose to connect live.
9. Choose a visualization, choose fields to display (data types are discovered automatically through dynamic metadata discovery) and apply any filters to create a new visualization of Anaplan data. Where possible, the complex queries generated by the filters and aggregations will be pushed down to Anaplan, while any unsupported operations (which can include SQL functions and JOIN operations) will be managed client-side by the CData SQL Engine embedded in the driver.
10. Once you are finished configuring the dossier, click File -> Save.

Using the CData ODBC Driver for Anaplan in MicroStrategy Desktop, you can easily create robust visualizations and reports on Anaplan data. Read our other articles on connecting to Anaplan in MicroStrategy and connecting to Anaplan in MicroStrategy Web for more examples.