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Adaptive Planning
Last Updated: 2023-06-23
Cloud Data Connect Pipeline Drill Through

Cloud Data Connect Pipeline Drill Through

Preview Date: 2025-08-16. Production Date: 2025-09-20.
With this release, we enable you to drill through Cloud Data Connect (CDC) pipelines and see granular contextual or transactional data.

Business Benefits

You can now access transactional details within your cloud data warehouse to make informed planning decisions without needing to:
  • Navigate to your cloud data warehouse.
  • Load and store the data in Adaptive Planning.
This helps optimize your integrations and data movement by:
  • Only needing to load the aggregate data you need for planning into Adaptive.
  • Still retaining access to contextual and granular details of those aggregates through live-queries to your cloud data warehouse.

Changes

On the
Setup Pipeline
pages, we add a new:
  • Warning message on the
    Pipeline Details
    page that the version and the sheet need to be unique per pipeline. This ensures there is a single source for Drill Through to query but allows you to create a draft.
  • Drill Through Table
    field so you can select the table that contains the data you want to drill through for the loaded aggregate data.
  • Error message on the
    Review
    page when a pipeline already exists to prevent a connection of pipelines with the same destination.
When you download a cube or standard sheet, you can now select
Drill Through to Data
at the leaf node level on a drillable sheet cell or from an explore cell then a
Transactions
pop-up window displays. The Drill Through query leverages live queries to the Drill Through table you configured for the pipeline to return the data displayed in the pop-up window. You can also optionally export drill-through data relating to the cell that you are drilled into.
We add a new
Drill Into Cloud Imported Numbers
permission.
Note: Drill Through to Data is only supported for CDC managed pipelines, not CDC connections managed through Design Integrations.

What Do I Need to Do?

Add the permission
Drill Into Cloud Imported Numbers
to your permission set.
To use Cloud Data Connect Pipeline Drill Through on a new pipeline:
  1. Select
    Integration
    from the main menu.
  2. Select
    Setup Pipeline
    .
  3. Set up Cloud Data Connect. See
    Set Up Cloud Data Connect
    in the
    Related Links
    for more information.
  4. Select
    Drill Through Table
    on the
    Configure Connection
    page.
To use Cloud Data Connect Pipeline Drill Through on an existing pipeline:
  1. Select
    Integration
    from the main menu.
  2. Select
    Manage Pipelines
    .
  3. Duplicate
    the pipeline.
  4. Select
    Drill Through Table
    on the
    Configure Connection
    page.
  5. Select
    Save and Exit
    to save the pipeline as a draft.
  6. Delete
    the original pipeline.
  7. Navigate to the
    Setup Pipeline
    page.
  8. Select the pipeline you saved as a draft.
  9. On the
    Review
    page select
    Complete
    to connect the pipeline.

What Happens if I do Nothing?

With Workday 2025R2 and beyond, all managed pipelines must have unique destinations (version and sheet), when creating, editing a draft, or duplicating a pipeline.

Related Information

Set Up Cloud Data Connect