Planful
Planful is a cloud-based financial performance management tool for financial planning and analysis.
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For more information about connecting to SaaS applications, see Koppla till SaaS-program.
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For more information about Lite connectors, see Klassificeringar för SaaS-tillämpnings-kopplingar.
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Depending on your use case, you might need to install Data Movement gateway to move data from SaaS applications. For more information, see När krävs Data Movement gateway?.
Preparing for authentication
To access your Planful data, you need to authenticate the connection with your account credentials.
Creating the connection
For more information, see Koppla till SaaS-program.
- Fill in the required connection properties.
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Provide a name for the connection in Connection name.
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Select Open connection metadata to define metadata for the connection when it has been created.
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Click Create.
Setting | Description |
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Data gateway |
Välj en Data Movement gateway om det krävs för ditt användningsfall. Anteckning om information
Detta fält är inte tillgängligt med Qlik Talend Cloud Starter-prenumerationen eftersom den inte stöder Data Movement gateway. Om du har en annan prenumerationsnivå och inte vill använda Data Movement gateway väljer du Inget. Information om fördelarna med Data Movement gateway och användningsfall som kräver det finns i Qlik Data Gateway - Data Movement. |
Access ID |
Your Planful access ID. |
Access Key |
Your Planful access key. |
Tenant URL |
The base URL of your Planful app. |
Start Year |
First fiscal year from which the query must start, in the format Example: 2023. |
Scenarios |
Scenarios in quotes and separated by a comma. Example: "Actual","Other". |