Anaplan Tools

[#1]

Anaplan Help Page

Anaplan Input allows you to read data from Anaplan and Anaplan Output allows you to write data to Anaplan.

Current version

Anaplan Tool v1.0.1 (April 20, 2022)

• Minor bugfixes.

Previous versions

Anaplan Tool v1.0.0 (February 2, 2022)

• Compatible with Alteryx Designer version 2021.4 and later.

• Initial release.

• Supports authentication with user credentials.

• Supports reading XLSX, CSV, and TXT files, and writing CSV files.

• Proxy support.

This tool uses a .yxi file format. A .yxi file is a package that includes an Alteryx Tool and all of its dependencies zipped into a single file. When this file is imported into Alteryx, the tool is added to the tool palette in the category specified by the tool.

When sharing a workflow that uses a .yxi tool, the tool is not included and must be installed by the recipient

[kroberts13]

I cannot login when configuring the tool. Is this common?

[andrew-gandara]

@kroberts13 

That is not common. You should be able to log in with your Anaplan credentials. First, ensure you're setup yourself up as an SSO Exception User in Anaplan. Then, if you've never setup your Anaplan password, go to their website, go to login, and click Forgot Password. That will initiate a password change, and you can setup/change your Anaplan password. Once setup, use that newly created password with the connector.

Note: Anaplan's policy will cause your password to expire every 90 days.

[kroberts13]

Thanks Andrew. We had to upgrade our version for it work. One other question, is there a way to apply a CA? Maybe in the XML behind the tool? Otherwise, we would have to change the password in every workflow that we are using this tool when the Anaplan password expires. 

[JeffreyG]

This is great! Are there any plans to expand the authentication to support CA certificate authentication?

[rey01]

Is it possible to run the anaplan connector on the gallery. It looks like it is for personal use, credentials are not saved in the workflow. Our business wants automated scheduled tasks on the gallery that runs without user interaction just like e.g. db connections. 

[kroberts13]

I agree with @rey01 . We would like to schedule flow on the gallery using this connector but unable to when having to connect manually every run. Any thoughts on this?

[andrew-gandara]

@kroberts13 & @JeffreyG 

There are plans to expand the authentication to leverage certifications in the future. Hopefully coming soon!

[kroberts13]

Checking back to see if we have any updates on the CA piece?

[M_Wallendjack]

Hi @andrew-gandara - Would you happen to know if there have been any advancements with the certificate authentication? It would be great to be able to have this run on Server. 

[M_Wallendjack]

@andrew-gandara - I am able to successfully connect the Anaplan connector and see a model that my Anaplan Architect has provided me access to however, the Anaplan Input Tool errors with a message of 'Selected Model has no export'. Is there anything specific on the Anaplan side that I should be doing/configuring to allow an export to flow through?

[GMS1]

Hi, 

Sorry to raise a necro thread, 

@kroberts, was it your Anaplan version you had to upgrade or Alteryx?

I am having some issues, I can connect to a Anaplan model and select exports with that model, but when i run the connection to bring in the data to alteryx I get the error 'connection to platform was not successful'.

My organisation doesnt have SSO switched on, so I should be able to connect with basic authentication.

Anyone have any solutions? or seen this / things to check?

[phil_rimmer]

Hi GMS1,

I am also having the same problem, "Connection to platform was not successful" have you been able to resolve?

[phil_rimmer]

I followed these instructions and it sorted the problem https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/Connection-Errors-with-Python-based...

[GMS1]

Hi phil_rimmer

Thanks for the link, unfortunately for me, I can't get to the Certificate Path window, likely due to my organisations security settings.

For reference also, I believe my issue is related to whitelisting an IP address.

[dluu_splunk]

Hello,

Bumping up a previous question asked, has anyone successfully scheduled the Anaplan tool on Server? Looking to both Read and Write to Anaplan for business critical enhancements. 

Thank you