Anaplan

مقالة
03/18/2022
قراءة خلال 2 دقائق

Note

The following connector article is provided by Anaplan, the owner of this connector and a member of the Microsoft Power Query Connector Certification Program. If you have questions regarding the content of this article or have changes you would like to see made to this article, visit the Anaplan website and use the support channels there.

Summary

Item	Description
Release State	General Availability
Products	Power BI (Datasets)
Authentication Types Supported	Basic
Function Reference Documentation	-

Capabilities supported

The connector runs through Anaplan public data integration APIs and allows you to load all Anaplan models (aside from archived ones) and saved export actions into Power BI.

Connect to Anaplan from Power Query Desktop

To connect to Anaplan data:

Select Anaplan from the product-specific data connector list, and then select Connect.
In the Anaplan Connector Configuration screen, enter the API and Authentication URLs:
- Anaplan API URL: https://api.anaplan.com
- Anaplan Auth URL: https://auth.anaplan.com
After you've entered the API and Auth URL, select Ok.
Sign in to the connector to verify your access to an Anaplan workspace.

Once you've succeeded, select Connect.

Run an export action

The Anaplan connector leverages export actions to download data from your Anaplan model. First, ensure that you have an export action set.

When you run an export action:

Only exports that output .csv and .txt files are supported.
If you don't see the export action in the Power BI connector, check your role and the export actions in your model.

To run an export action, use the Navigator dialog to locate your export.

Run Export Action and Load.

Search your Anaplan models to find and set your export. You can also locate for your model name via the search field.
Check the box next to ƒx Run Export Action to select your export.
- When you select the ƒx Run Export Action, this does not trigger the export run. Instead this selection downloads the last version of the exported Anaplan data for preview.
- A preview displays in the right panel. If the Anaplan export is set to Admins only, model users may see a blank preview, but the export will run as normal.
- You'll see the preview the next time you set an integration with same export.
Select Load to trigger the export run. The Load dialog displays and your data loads.

Troubleshooting

If you get a connector related error message, first, try refreshing.

Credential error in the Navigator

Do one of the following:

Clear cache within Power BI (File, Options, Clear cache) and restart the connector, or
Select Cancel and select Refresh (top right).