Access Live Anaplan Data in SAS JMP via ODBC

You can use the CData ODBC Driver for Anaplan to integrate live data into your statistical analysis with SAS JMP. The driver proxies your queries directly to the Anaplan API, ensuring that your analysis reflects any changes to the data. The CData ODBC Driver supports the standard SQL used by JMP in the background as you design reports.

This article shows how to access Anaplan data into a report and create data visualization. It also shows how to use SQL to query Anaplan data from the JMP Query Builder.

Access Anaplan Data 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.

Import Anaplan Data with the Query Builder

After you have created the Anaplan DSN, you can use SQL to invoke the capabilities of the Anaplan API. Follow the steps below to execute some supported queries in the Query Builder:

1. In SAS JMP, click File -> Database -> Query Builder. The Select Database Connection dialog is displayed.
2. Click New Connection.
3. On the Machine Data Source tab, select the ODBC DSN you configured and then click Next.
4. The Select Tables for Query dialog is displayed and in the Available Tables section, select a table and click Primary. After choosing the primary table, click Build Query to open the Query Builder.
5. As you drag Available Columns to the Included Columns tab, the underlying SQL query is updated and you can view the generated SQL Query in the SQL tab.
6. Click Run Query to display the data.
7. To refresh the results with the current data, right-click Update from Database and click Run Script.

Visualize Anaplan Data

After importing, you can use the Graph Builder to create graphs visually. To open the Graph Builder, click the Graph Builder button in the toolbar.

1. Drag a dimension column onto the x axis. For example, Region.
2. Drag a measure column onto the y axis. For example, Product.
3. Select a chart type. For example, a bar chart.