Workiva Support Center

The following example demonstrates executing a chain to dynamically extract data from an Anaplan Model View. Extractions can be scoped by pages to extract just a subset of data in any particular Anaplan View.

Requirements

To create this chain, you'll need:

• The Anaplan (Standard) connector
• The Anaplan commands
• The Anaplan View ID you're working with
• The File Utilities connector

Step 1: Create the chain

1. In Chain Builder, from the Chains  device_hub tab, click Create => Create Chain.
2. Under Setup, enter a unique name and description to help identify the chain and its intent.
3. Click Save.

Step 2: Add a "Retrieve cell data for a view (CSV)" command

To extract data from an Anaplan View, start with the "Retrieve Cell Data for a View (CSV)" command:

1. Under Available Connectors, select Anaplan, and move Retrieve cell data for a view (CSV) to Start.
2. Click Edit for the command, and enter its name and description under Basic info.
3. Enter the model ID and view ID.
   

   Note: The View ID can be retrieved using the Anaplan List Views command

4. Click Save.

Step 3: Add a "List file content" command

To see the Anaplan View output from the prior command, add a "List file content" command:

1. Under Available Connectors, select File Utilities, and move List file content to the canvas.
2. Drag a link from Retrieve cell data for a view (CSV) to List file content.
3. Click Edit.
4. Add the Anaplan View output from the prior command.
5. Click Save.