Adaptive Planning - Miscellaneous Enhancements

User Administration Interface

Release: 2021-09-11

We enhance the user pages in the Administration section, providing faster navigation, search, and usability.

We now:

Enable you to search for users by name so that it's faster to create users and export user permissions.

Enable you to export permissions data for all users, instead of only the listed users.

Use pagination when the list includes more than 25 users.

Display an error when search returns no results.

We also rename the:

Printable View button on the All Users page to Export User List.

Email field on the Permission Sets pages to Login.

See Create Users, Concept: Permission Sets.

Sync Workday Users to Adaptive Planning

Release: 2021-09-11

We continue to enhance the syncing of Workday users to Adaptive Planning. We now enable you to:

Edit any mismatched users in Adaptive Planning after you first run and then re-run user sync.

View the time zone alignment between Workday and Adaptive Planning after user sync.

See Sync Users with Adaptive Planning.

Drill into Transactions from Cube Standard Accounts

Release: 2021-09-11

We now provide the Drill into Transaction link when you launch Explore Cell from cube standard accounts. We also now provide the Drill into Transaction option when you right-click on cells of cube standard accounts.

See Concept: Drill Down and Drill Through.

Journal Entries Replace Reclassification Rules

Release: 2021-09-11

You can no longer enable reclassification rules for instances. If you currently use reclassification rules, you can continue using it, but we recommend that you use journal entries to manage reclassifications instead.

You can use journal entries to:

Post reclassification entries as journal entries or as a journal entry subversion of the actuals version.

Reclassify any portion of an account.

Replace reclassifications rules and create automation using recurring journal entries.

Retain the specific level for the reclassification.

See Create a Journal Entry.

Dimension Value Renamed to Dimension Value Code in Users Associations Import

Release: 2021-09-11

We rename the Dimension Value column in the Import User Associations template file to Dimension Value Code. This helps to clarify that the import remains backward compatible for template files that use Dimension Value as the column name.

Unicode White Space Characters Disallowed in Name or Short Name

Release: 2021-09-11

You can no longer enter Unicode white space characters in name and short name when using:

Level, Dimension, and Attribute admin pages.

updateLevels

updateDimensions

, and

updateAttributes

for API v30.

Excel import for Level/Dimension/Attribute structures.

A space character is allowed between words. Refer to https://docs.oracle.com/javase/7/docs/api/java/lang/Character.html#isWhitespace(char) for the complete list of Unicode white space characters.

See updateLevels, updateDimensions, updateAttributes.

Dimension and Attribute Values in Excel Structure Imports

Release: 2021-09-11

You can no longer enter a dimension value or attribute value in the same row as its dimension or attribute in Excel structure imports. A row in the template can't contain:

Both the dimension and dimension value information.

Both the dimension attribute and dimension attribute value information.

Enter dimension value and attribute value information in the rows below their dimension or attribute.

Download Web Reports from Main Navigation

Release: 2021-09-11

We enhance the downloading experience for web reports in Excel and PDF formats. We now open an Excel or PDF report from the main navigation menu in a new browser tab.

See Concept: Web Reports.

OfficeConnect User Setting for Multiple Tenants

Release: 2021-09-11

We deliver a new Connections option on the user settings page. When you select the option, we display a prompt on the login page that enables OfficeConnect users to select a tenant before they log in and authenticate.

This only applies to users with single sign-on (SSO) where the identity provider automatically logs in the user.

See Sign in to OfficeConnect with Workday Credentials.

Add Notes After Changing Any Report Parameter Value

We expand collaboration capabilities for report users. After a user changes any parameter value on a report, we now enable you to add notes without moving the report back to an unsaved status.

See Add Report Notes and Add Line Notes to Reports.

OfficeConnect System Variable Label Change

Release: 2021-11-12

We rename the Book Name system variable label in OfficeConnect for Adaptive Planning to Workbook Name. This makes it easier to distinguish the system variable label from the Book dimension in OfficeConnect for Workday Financials.

See Reference: Report Label Types and Values.

OfficeConnect and EIP Login Page Change for License Agreement

Release: 2021-11-12

We deliver a new license term link that now also supports planning and analytics as well as financials customers. New OfficeConnect and Excel Interface for Planning (EIP) users can use the link to view license agreement terms.

This change doesn't apply to existing customers.