How to Connect to Anaplan Data in Using Python: 6 Steps

The rich ecosystem of Python modules lets you get to work quicker and integrate your systems more effectively. With the CData Linux/UNIX ODBC Driver for Anaplan and the pyodbc module, you can easily build Anaplan-connected Python applications. This article shows how to use the pyodbc built-in functions to connect to Anaplan data, execute queries, and output the results.

How to Use the CData ODBC Drivers on UNIX/Linux

The CData ODBC Drivers are supported in various Red Hat-based and Debian-based systems, including Ubuntu, Debian, RHEL, CentOS, and Fedora. There are also several libraries and packages that are required, many of which may be installed by default, depending on your system. For more information on the supported versions of Linux operating systems and the required libraries, please refer to the "Getting Started" section in the help documentation (installed and found online).

1. Install the Driver Manager

Before installing the driver, check that your system has a driver manager. For this article, you will use unixODBC, a free and open source ODBC driver manager that is widely supported.

For Debian-based systems like Ubuntu, you can install unixODBC with the APT package manager:

$ sudo apt-get install unixodbc unixodbc-dev

For systems based on Red Hat Linux, you can install unixODBC with yum or dnf:

$ sudo yum install unixODBC unixODBC-devel

The unixODBC driver manager reads information about drivers from an odbcinst.ini file and about data sources from an odbc.ini file. You can determine the location of the configuration files on your system by entering the following command into a terminal:

$ odbcinst -j

The output of the command will display the locations of the configuration files for ODBC data sources and registered ODBC drivers. User data sources can only be accessed by the user account whose home folder the odbc.ini is located in. System data sources can be accessed by all users. Below is an example of the output of this command:

DRIVERS............: /etc/odbcinst.ini
SYSTEM DATA SOURCES: /etc/odbc.ini
FILE DATA SOURCES..: /etc/ODBCDataSources
USER DATA SOURCES..: /home/myuser/.odbc.ini
SQLULEN Size.......: 8
SQLLEN Size........: 8
SQLSETPOSIROW Size.: 8

2. Install the Driver

You can download the driver in standard package formats: the Debian .deb package format or the .rpm file format. Once you have downloaded the file, you can install the driver from the terminal.

The driver installer registers the driver with unixODBC and creates a system DSN, which can be used later in any tools or applications that support ODBC connectivity.

For Debian-based systems like Ubuntu, run the following command with sudo or as root:

$ dpkg -i /path/to/package.deb

For Red Hat systems and other systems that support .rpms, run the following command with sudo or as root:

$ rpm -i /path/to/package.rpm

Once the driver is installed, you can list the registered drivers and defined data sources using the unixODBC driver manager:

List the Registered Driver(s)

$ odbcinst -q -d
CData ODBC Driver for Anaplan
...

List the Defined Data Source(s)

$ odbcinst -q -s
CData Anaplan Source
...

To use the CData ODBC Driver for Anaplan with unixODBC, ensure that the driver is configured to use UTF-16. To do so, edit the INI file for the driver (cdata.odbc.anaplan.ini), which can be found in the lib folder in the installation location (typically /opt/cdata/cdata-odbc-driver-for-anaplan), as follows:

cdata.odbc.anaplan.ini

...

[Driver]
DriverManagerEncoding = UTF-16

3. Modify the DSN

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. Additionally, you can create user-specific DSNs that will not require root access to modify in $HOME/.odbc.ini.

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.

/etc/odbc.ini or $HOME/.odbc.ini

[CData Anaplan Source]
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).

You can follow the procedure below to install pyodbc and start accessing Anaplan through Python objects.

4. Install pyodbc

You can use the pip utility to install the module:

pip install pyodbc

Be sure to import with the module with the following:

import pyodbc

5. Connect to Anaplan Data

You can now connect with an ODBC connection string or a DSN. Below is the syntax for a connection string:

cnxn = pyodbc.connect('DRIVER={CData ODBC Driver for Anaplan};OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackURL=your_callback_url;Region=US1;InitiateOAuth=GETANDREFRESH;')

Below is the syntax for a DSN:

cnxn = pyodbc.connect('DSN=CData Anaplan Sys;')

6. Execute SQL on Anaplan

Instantiate a Cursor and use the execute method of the Cursor class to execute any SQL statement.

cursor = cnxn.cursor()

Select

You can use fetchall, fetchone, and fetchmany to retrieve Rows returned from SELECT statements:

import pyodbc

cursor = cnxn.cursor()
cnxn = pyodbc.connect('DSN=CData Anaplan Source;User=MyUser;Password=MyPassword')
cursor.execute("SELECT Region, Product FROM Sales WHERE Value = '100'")
rows = cursor.fetchall()
for row in rows:
  print(row.Region, row.Product)

You can provide parameterized queries in a sequence or in the argument list:

cursor.execute(
  "SELECT Region, Product
  FROM Sales
  WHERE Value = ?", '100',1)

Metadata Discovery

You can use the getinfo method to retrieve data such as information about the data source and the capabilities of the driver. The getinfo method passes through input to the ODBC SQLGetInfo method.

cnxn.getinfo(pyodbc.SQL_DATA_SOURCE_NAME)

You are now ready to build Python apps in Linux/UNIX environments with connectivity to Anaplan data, using the CData ODBC Driver for Anaplan.