Configure a Connection Profile

From the CData ribbon, click Get Data and select From Anaplan connection/s to launch the CData Query window. To setup a new connection, you will have to click the New Anaplan Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

Connecting to Anaplan

To authenticate to Anaplan, you can use Basic, Certificate, or OAuth authentication.

Basic

Set the following connection properties to connect to Anaplan using Basic authentication:

• AuthScheme: Set this to Basic.
• User: Your Anaplan username.
• Password: The password for your Anaplan account.
• Region: The region where your account data is hosted.

Note: If your workspace uses single sign-on (SSO), you must be assigned as an Exception User to use Basic authentication.

Certificate

Set the following connection properties to connect to Anaplan using Certificate authentication:

• AuthScheme: Set this to Certificate.
• Certificate: The absolute path to the certificate file or the certificate content in PEM format encoded in Base64, depending on the value of CertificateType.
• CertificateType: The type of Certificate.
• CertificatePassword: The password for the certificate, if the certificate is password-protected.
• PrivateKey: The absolute path to the private key file or the private key content in PEM format encoded in Base64, depending on the value of PrivateKeyType.
• PrivateKeyType: The type of PrivateKey.
• PrivateKeyPassword: The password for the private key, if the private key is encrypted.
• Region: The region where your account data is hosted.

The certificate must be a CA-issued X.509 certificate that has been registered with your Anaplan tenant administrator.

OAuth

Desktop Applications

You must create a custom OAuth application. See Creating a Custom OAuth App for information about creating custom applications.

Get and Refresh the OAuth Access Token

After setting the following, you are ready to connect:

• OAuthClientId: The client Id assigned when you registered your application.
• OAuthClientSecret: The client secret assigned when you registered your application.
• CallbackURL: The redirect URI defined when you registered your application.
• Region: The region where your account data is hosted. Defaults to US1.

When you connect, the add-in opens Anaplan's OAuth endpoint in your default browser. Log in and grant permissions to the application. The add-in refreshes the access token automatically when it expires.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to Anaplan you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

See Also

• Querying Data: Use the data selection wizard to pull data into a spreadsheet. You can also configure scheduled data refresh here.
• Using the Excel Add-In: Find other ways to interact with Anaplan data, such as using the available CData Excel Functions.