Viewing Anaplan Data in RAD Studio Data Explorer

Embarcadero RAD Studio provides a development environment for Delphi and C++Builder applications. With the CData ODBC Driver for Anaplan, you gain access to live Anaplan data within RAD Studio, abstracting the data into tables, views, and stored procedures that can be used to both retrieve Anaplan data. This article will walk through connecting to Anaplan using the Data Explorer.

Configure a Connection to Anaplan

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.

Connecting to Anaplan Data Using Data Explorer

You can create a simple application for displaying Anaplan data by utilizing the CData FireDAC Components for Anaplan and a new VCL Forms Application:

1. Open the Data Explorer in RAD Studio and expand FireDAC.
2. Right-click the ODBC Data Source node in the Data Explorer.
3. Click Add New Connection.
4. Enter a name for the connection.
5. In the FireDAC Connection Editor that appears, set the DataSource property to the name of the ODBC DSN for Anaplan.
6. Back in the Data Explorer, expand the views for the connection.

7. Create a new VCL Forms application and drag a view (for example: Sales) onto the form.

   
8. Select the SalesView object on the form and set the Active property to true.

9. Right-click on the object, bind visually, and link everything (*) to a new control (TStringGrid).

   

10. Arrange the TStringGrid on the form and run the application to see the Sales data.

    

Related Articles

Below you can find other articles for using the CData ODBC Driver with RAD Studio, Delphi, and C++ Builder.

• DataBind Controls to Anaplan Data in C++Builder
• DataBind Controls to Anaplan Data in Delphi
• Build a Simple VCL Application for Anaplan Data