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The OneCloud Platform
OneCloud ensures that cloud and on-premise applications operate together. The platform's native connectivity to many of the most widely used enterprise performance management (EPM), business intelligence (BI), and resource management systems allows seamless connections between these systems. OneCloud eliminates the challenges of integrating a hybrid mix of technologies that co-exist on premise and in the cloud. Key features of the OneCloud architecture include:
Self-service ability to control, view and run automated processes via web and mobile interfaces.
CloudRunners and GroundRunners that natively integrate cloud and on-premise applications.
| OneCloud Tableau BizApp
With OneCloud, organizations can now seamlessly orchestrate workflows and integrations across platforms and applications that co-exist on-premise and in the cloud.
The OneCloud Tableau BizApp provides Tableau administrators and users the ability to automate and connect Tableau with a range of applications including Anaplan, Hyperion Financial Management and IBM Cognos Planning Analytics Cloud (TM1) along with operational applications such as Salesforce, Workday and Namely. In turn, this enables application owners to greatly enhance their ability to share and streamline data and tasks between applications in a controllable, auditable, and scalable environment.
Later in this white paper, we will explore three possible use cases of the OneCloud Tableau BizApp:
Automating the load of enriched cloud-planning data into Tableau.
Leveraging Tableau as a data source by extracting Tableau views and populating a target planning application.
Automating Tableau with various administrative functions.
But first lets provide a bit more background on the OneCloud platform.
(VP Financial Planning, Seagate)
Connect & Automate
"The OneCloud platform enabled our corporate planning team to be self-sufficient from day 1 to connect and automate our cloud and on-prem apps…the easiest go-live we’ve ever experienced."
OneCloud Tableau BizApp
OneCloud is an integration and automation platform designed for business users to bring simplicity and control to the enterprise application landscape. OneCloud seamlessly orchestrates complex handshakes across a hybrid mix of on-premise and cloud-based systems.
The typical enterprise landscape contains a vast array of disconnected applications and processes. OneCloud connects these systems while transforming and streamlining integration and automation of these applications through a user-friendly interface.
OneCloud allows non-technical users to easily connect & automate their applications.
OneCloud Chains are created by simply adding automation commands and setting parameter values.
In the example to the left, a Tableau Hyper file is being dynamically created and updated from a source planning system.
Step 2 - Create a OneCloud Chain
Once that's setup, create chain in OneCloud. The user can also create a variable at this time for the Anaplan export action. This is useful as the action will be referenced in multiple commands of the chain.
Commands are the building blocks of OneCloud automation workflows (chains). A command is a single task that is pre-configured to perform an operation on a system. When building a command, the user links it with a connection in order to choose where the command is executed.
A linear sequence of commands that represents an automation workflow. Chains can be scheduled, run manually, or even triggered externally via the OneCloud API. Each chain allows a user to build commands based on conditional logic. Commands can also be grouped within a chain, and execute either serially or in parallel.
A connection consists of a resource (i.e. a server) that is pre-configured to run a certain type of command and the credentials associated with connection to a particular application (i.e. login information for a SaaS platform). Connections can be configured to use either a Linux or Windows environment. Commands are aware of which connections they need to run (for example, a command that can run only in a Windows environment), and cannot be created until an appropriate connection is configured.
Environments are used to manage the life-cycle of your chains. Chains can be moved between environments, and variables can be set per environment. The most common example is using a development environment to test your chain, and when you are happy with the results, you can promote the chain into a production environment.
Resources are files that are managed within the OneCloud platform. They be can attached to commands as inputs, and even support variable replacement for extensibility and re-usability throughout a user's workflows.
Runners are the agents that carry out commands and send the results to OneCloud. CloudRunners are managed by OneCloud, whereas GroundRunners operate within a user's the corporate firewall. Users control where commands are run by linking each connection to a particular runner.
In the context of OneCloud, variables are inputs that can be changed. Variables defined on a workspace can be used across chains that belong to that workspace, and variables defined in a chain can be used locally by the chain's commands. In addition, commands can use a variety of system-level (for example, current time) and metadata variables (chain name, environment, etc).
Outputs are artifacts from previous Commands and can have the following types: Strings, Integers, Lists, Dates, JSON, Maps, File. They will appear as variables in subsequent commands in a chain.
A grouping of related workflows that encapsulates multiple environments. In addition, workspaces can store variables that can be used within chains and commands. Lastly, connections are stored at the workspace level.
OneCloud Tableau BizApp - Case Studies
Case Study I: Automating the Load of Planning Data
Step 1 - Set up Anaplan Export
In order to push data from Anaplan to Tableau, first setup an Export Action within Anaplan to extract the desired data in tabular format.
Combining enriched data sourced from a planning application with the reporting power of Tableau provides powerful analytic capabilities. OneCloud can streamline data from many of the most popular planning applications including Anaplan, Oracle PBCS, and IBM Planning Analytics Cloud.
The following example explores how to sync data sourced from Anaplan into Tableau.
Step 1 - Create a View in Tableau
OneCloud can extract Tableau view data in a CSV format. Any view that is used in Tableau can be used as a data source.
Step 2 - Add Commands to a Chain
Download the Tableau View from the Tableau Server. This Command will create a tabular output that will be used by subsequent steps.
Often times it is necessary to load data into a target planning system with a unique ID. OneCloud's transformation capabilities makes this easy with the ability to dynamically add a Row ID to each extracted record.
The Commands in this group will upload the transformed output to Anaplan and then execute the respective Anaplan Import Actions.
The final step exemplifies creating an end-to-end seamless process where the new data is synchronized to other subscribing planning models.
Case Study II: Tableau as a Data Source in a Planning Application
Tableau is a rich source of aggregated content that can be instrumental in a planning application. OneCloud provides users the ability to extract data from Tableau in a compatible format for loading into a target planning system.
The following example showcases using OneCloud to integrate Tableau Views from a Site and upload this content to Anaplan Lists and Modules.
Case Study I: Automating the Load of Planning Data (cont'd)
Step 4 - Run the OneCloud Chain
Each Command in the Chain will execute creating an end-to-end process.
When a Command executes, an end-user can view the live output of the running command with relevant actionable insight such as the number of records loaded or any warning or error conditions.
Step 3 - Add Commands to the Chain
The first command will run the Anaplan export action that was created in the step 2.
The second command will download the Anaplan data set created from the Anaplan Export Action.
The third command will extract the metadata of the Anaplan Export Action. This is important so the Anaplan extract can directly map into Tableau.
Often the metadata extracted from source planning systems, such as Anaplan, needs to be transformed before loading to Tableau. Using OneCloud's transformation capabilities, columns or rows can be filtered to fine-tune the data that is loaded to the target system.
The final set of commands involve the Tableau update. First, build the Tableau Hyper file by choosing the output of the previous transformation command. For Column Types, choose the output Tableau Header Columns variable from the metadata download in the third command.
The last command will publish the Tableau Hyper file to the Tableau server by defining the Tableau Project ID.
Case Study III: Automating Tableau's Administrative Functions
Get Server Info
Data Source Management
Download Data Source
Get Data Source
Get Data Sources
Update Data Source
Delete Data Source
Get Data Source Connections
Publish Data Source
Build Hyper Extract
Build TDE Extract
Update Hyper Extract
Update TDE Extract
Update Datasource Permissions
Update Workbook Permissions
Update Default Datasoruce Permissions
Update Default Workbook Permissions
Update Project Permissions
Remove Datasource Permissions
Remove Workbook Permissions
Remove Default Datasource Permissions
Remove Default Workbook Permissions
Remove Project Permissions
Show Datasource Permissions
Show Project Permissions
Show Workbook Permissions
Show Default Permissions
Bulk Update Permissions
Build Delete Permissions
Bulk Update Default Permissions
Bulk Delete Default Permissions
The OneCloud Tableau BizApp has the following commands available to connect and automate Tableau with other applications supported by OneCloud. Each command has different parameter inputs and outputs that are relevant to the operation being performed. Please see http://docs.onecloud.io/ for more information.
User and Group Management
Get Users in Group
Add User to Group
Remove User from Group
Get Users in Site
Add User to Site
Remove User from Site
Workbooks and Views Management
Get Views by Site
Get Views by Workbook
Download View PDF
Download View Data
Download View Image
Get Site Info
More on the OneCloud Tableau BizApp
End-to-end administration is key which is why OneCloud allows authorized users to directly manage various aspects of Tableau including Sites, Projects, Workbooks, and Users & Groups. Think of the possibilities, such as exporting data and groups from a Planning system to dynamically assign security in Tableau!
The chains below highlight some of the OneCloud commands available to help manage the various aspects of Tableau.
OneCloud Chain - Design Time
Technical data subject to modification and delivery subject to availability. Any liability that the data and illustrations are complete, actual or correct is excluded. Designations may be trademarks and/or copyrights of the respective company, the use of which by third parties for their own purposes may infringe the rights of such owner.
Publish Date: 07.02.2018
Rev no: 01
All rights reserved, including intellectual property rights. Changes to technical data reserved. Delivery subject to availability. Any liability that the data and illustrations are complete, actual or correct is excluded. Designations may be trademarks and/or copyrights of the respective company, the use of which by third parties for their own purposes may infringe on the rights of such owner. For further information see http://www.onecloud.io
©2018 OneCloud, Inc