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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

We continue to enhance level, dimension, and attribute codes for display names. We enable attribute tagging in APIs and Excel imports by attribute code and attribute name. We also support duplicate labels in older OfficeConnect reports.
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Attribute Tagging for Bulk APIs

Release: 2022-03-12
We now enable attribute tagging using both attribute code and name in API v32 for:
  • exportAccounts responses.
  • exportDimensions responses.
  • exportLevels responses.
  • updateAccounts requests and responses.
  • updateLevels requests and responses.
  • updateDimensions requests and responses.

Attribute Tagging for Excel Dimension Structure Imports

Release: 2022-03-12
We now enable attribute tagging for dimension Excel structure imports. We also now include columns in import templates for attribute code and attribute name.

OfficeConnect Report Labels Support Display Names

Release: 2022-03-12
For all OfficeConnect report elements, we now provide the Display Name label type value in label definitions. This supports duplicate metadata names in Adaptive Planning.
You can now use display names for instances that you enable for Excel Interface for Planning and for instances that include a modeled sheet that you set up to define anomaly thresholds.
Before enabling display names, you must submit all pending changes in saved workbooks. This ensures that you don't get a warning for each duplicate pending change.

Display Names Automatically Available to All Adaptive Planning Customers

Release: 2022-03-12
We automatically enable Level, Dimension, and Attribute codes for Display Names for all Adaptive Planning customers.
Anomaly detection thresholds in sheets will continue to function if you enter level codes instead of level names.

Level, Dimension, and Attribute Codes in Import Templates

Release: 2022-03-12
Import template formats and instructions within Integration > Import Data now indicate the need for codes as unique identifiers in imports for:
  • Standard Data Import
  • Cube Sheet Data Import
  • Modeled Sheet Data Import
  • Transaction Data Import
Any dimension columns split into 2 columns:
  • Dimension Code
  • Dimension Name
To automatically create new dimension values at import for a dimension, the Dimension Code and Dimension Name columns must be populated for the dimension value.
Levels column headers now indicate:
  • Level Code
Accounts column headers now supports either of these as the label:
  • Account Code
  • Account
Download new templates and follow the instructions in the first sheet. Templates downloaded before March 2022 may not work.