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Adaptive Planning
Last Updated: 2023-06-23
Erase Data in Adaptive Planning

Erase Data in Adaptive Planning

With Workday 2021R2, we continue to enhance the Erase Data functionality. You can now erase plan or actuals data. This improves the user experience and provides more consistency with the user interface of the eraseData API and the Integration loaders.
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Access rules don't apply to the Erase Data functionality. Any user with access to Erase Data can delete data for any level, version, account, and time intersection.

Erase Actuals Menu Renamed Erase Data

Release: 2021-09-11
We now enable you to erase plan data from general ledger, custom, and cube accounts based on the version and level you select. For consistency, we rename the Erase Actuals menu to Erase Data.

Select Versions

Release: 2021-09-11
With this update, we enable you to select any non-virtual or plan version when you delete data from Adaptive Planning using the Erase Data main navigation menu.

Select Accounts

Release: 2021-09-11
We now enable you to delete the GL, custom, or cube account data. When you choose a rollup account, we delete the data in its child accounts.
We also enable you to erase plan data from calculated accounts with a data entry override. When you erase plan data from a calculated account that:
  • Contains data, we delete all data from the calculated account.
  • Is an aggregation of a source account, then we don't delete any data.

Select Levels

Release: 2021-09-11
With this update, we enable you to select the levels you want to delete data from. When you select a parent level, we automatically select its child levels.
We also add a new Select All Levels option that you can use to delete data from all levels.

Erase Data Permission

Release: 2021-09-11
For consistency, we rename the Erase Actuals permission to Erase Data in the Permission Sets admin page. If a user already had Erase Actuals permissions, we automatically add them to the Erase Data permission.
Users must have access to the Import to All Locations permission before you can add them to the Erase Data permission.

Enable Erase Data in General Setup

Release: 2021-09-11
You can now enable the Erase Data tab for your Planning Data Loaders from Administration > General Setup by clicking Enable Integration Loaders – Erase Data in the Enable Features section.