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 連線到 SaaS 應用程式.
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For more information about Lite connectors, see SaaS 應用程式連接器的分類.
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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 何時需要 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 連線到 SaaS 應用程式.
- 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 |
如您的使用情況有需要,選取 Data Movement gateway。 資訊備註
此欄位無法用於 Qlik Talend Cloud 啟動器 訂閱,因為不支援 Data Movement gateway。若您有另一個訂閱層級且不想使用 Data Movement gateway,選取無。 如需關於 Data Movement gateway 福利的資訊以及需要此項的使用案例,請參閱 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". |