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Adaptive Planning
Last Updated: 2023-06-23
Level, Dimension, and Attribute Codes for Display Names

Level, Dimension, and Attribute Codes for Display Names

With this release, you can now synchronize dimension hierarchies that contain duplicate labels. This provides a more seamless experience when loading metadata from Workday Core into Adaptive Planning.
Display names are not available for instances:
  • Enabled for Excel Interface for Planning.
  • That include a modeled sheet set up to define anomaly thresholds.

Code and Display Name for Dimension Values, Attribute Values, and Levels

Release: 2021-11-12
We add these new fields on Admin pages for dimensions, levels, and attributes:
  • Code, which is a unique identifier that's required for each dimension value, attribute value, and level in Adaptive Planning.
  • Display Name, which displays for each dimension value, attribute value, or level in Adaptive Planning
We automatically populate the Name value in the:
  • Code field for dimension values, attribute values, or levels that existed in Adaptive Planning prior to 2021-11-12.
  • Display Name Field.
You can also edit the Code and Name fields on the Admin pages.

Metadata APIs Include Code and ID

Release: 2021-11-12
We update these bulk APIs to now support code when you enable display names that all use ID as a key:
  • updateAttributes
  • updateDimensions
  • updateLevels
  • exportLevels
  • exportDimensions
  • exportDimensionMapping
  • importDimensionMapping
We also update these data APIs to support code when you enable display name elements:
  • eraseData
  • exportConfigurableModelData
  • exportData
  • importConfigurableModeleData
  • importStandardData
  • importCubeData
  • importTransactions
We also deliver a new displayNameEnabled property that you can enable for display names in these APIs. You must enable the displayNameEnabled property in each call.

Configure Display Name

Release: 2021-11-12
We enable you to configure the format of the new Display Name field on the Admin pages for dimension values, attribute values, and levels. You can use 1 of these formats:
  • Code
  • [Code] Name
  • Name
  • Name [Code]
When you change the format or a component of the display name, we re-sort the elements in Admin pages based on the new format or changed component, even when you've enabled the Keep Sorted option.

Display Name Elements in Adaptive Planning Integration

Release: 2021-11-12
In Adaptive Planning Integration loaders for dimensions, attributes, and levels, you can now load metadata elements that use the same label. The loaders automatically use the value in the Code field as the unique identifier. You can select to automatically map levels, dimension, and attributes based on the Code field using the Planning Data Loader.
For the dimension, level, and attribute loaders to run, you must map the Code field in your column mappings.

Dimension Structure Excel Import

Release: 2021-11-12
We deliver these new columns in import templates for dimension structures:
  • Dimension Short Name.
  • Dimension Description.
  • Display Name Format.
  • Dimension Value Code.
  • Dimension Value Name.
  • Dimension Value Display Name.
We strongly recommend that you download a new import template each time you import.

Attribute Structure Excel Import

Release: 2021-11-12
With this update, we add these new columns in import templates for level attribute, account attribute, and dimension attribute structures:
  • Attribute Description.
  • Attribute Short Name.
  • Attribute Value Code.
  • Attribute Value Name.
  • Display Name Format.
We strongly recommend that you download a new import template each time you import.

Level Structure Excel Import

Release: 2021-11-12
We deliver these new columns for level structures:
  • Code.
  • Description.
  • Dimension Code.
  • Dimension Name.
  • Attribute Code.
  • Attribute Name.
We strongly recommend that you download a new import template each time you import.

Code and Display Name Formula Support

Release: 2021-11-12
We now enable you to copy and paste the Code or Display Name value for levels, dimension values, and attribute values in these fields:
  • Shared Formulas Menu
  • General Ledger leaf account Specify Default Formula – Formula Assistant
  • General Ledger leaf account Formula – Formula Assistant
  • General Ledger leaf account Default Formula – Formula Assistant
  • Consolidation Rules Formula Assistant

Planning Data Source Support for Code

Release: 2021-11-12
We update the Planning Data Source with a new Include Codes check box to support custom, cube, and modeled sheet sources. We automatically select the new check box on new Planning Data Sources. You can deselect the check box for integrations that don't require code.

Download Options for Sheets

Release: 2021-11-12
To support duplicate member names, we change the behavior of the Download button in the sheets toolbar.
On modeled sheets, we remove the Download button and instead deliver a new drop-down menu that contains these 2 options:
  • Download, which opens an Excel file with new columns containing the codes for levels, dimension values, and attribute values. The codes enable you to import this spreadsheet.
  • Printable View which opens an Excel file with columns containing your configurable display names for levels, dimension values, and attribute values. We also keep your current display options of the sheet intact with the printable view. You cannot import this spreadsheet.
On modeled sheets on dashboards, in the More menu:
  • You can continue to use the Download option. We update the Excel file to now include the codes for levels, dimension values, and attribute values. This enables you to import the spreadsheet.
  • We add the new Printable View option, enabling you to open an Excel file with the configurable display names for levels, dimension values, and attributes. This also keeps your current display options of the sheet intact. You can't import this spreadsheet.
In cube and standard sheets, you can continue to use the Download button in the toolbar.

Dimension Mapping Excel Import

Release: 2021-11-12
We update the dimension mapping import template to now use the dimension value code instead of the name.
We strongly recommend that you download a new import template each time you import.

Display Name in Dimension Mappings on Dashboards

Release: 2021-11-12
In dimension mappings on dashboards, we rename the Name label to Display Name. This ensures that we don't display duplicate values for levels and dimensions.
Also, we update filter results to now highlight any values that contain the filter query, instead of only an exact match.