Skip to main content
Documentation
Documentation
Adaptive Planning
Last Updated: 2023-06-23
Integration

Integration

Bulk Update Modeled Sheet Rows

Watch the video:
 3m 2s

You now get additional options when you import data to modeled sheets.

Update Rows by Uploading a Spreadsheet

When you import into a modeled sheet you get two options to update existing rows:
  • Update existing rows.
  • Update existing rows and add new rows.
Indicate the dimension or level your upload should use as the import key, and matching rows throughout the sheet update. When a single row in the import matches multiple rows in the modeled sheet, all matching rows get updated.
For importing modeled sheet data, you may get an error if the sheet has duplicate column names, even if the template does not. To correct, remove duplicate column names from the sheet.
Best Practice: Download your modeled sheet data, then create a version from the sheet version selector or in the Version Admin. Test your update in the new version to verify you get the results you want.

Update Rows Using a Planning Data Loader

When you create a Planning Data Loader, select the modeled sheet to update and indicate the dimension or level column to use as the key for row matching.

Update Rows by Making an API Request

Use the
importConfigurableModelData
 API to update. Set the level column or dimension column as the import key for rows you want updated. You get two options for how the update works:
  • Update: Only matching modeled sheet rows update. Get a warning when matching rows aren't found.
  • Update and add new rows: Create new rows when the import key doesn't find matching rows to update.

Export Groups Using APIs

Available in API v23+
Use the new
exportGroups
 API to export the user groups in an instance. Both
exportUsers
 and
exportLevels
 APIs now indicate
groupIds
 to show what groups a user or a level belongs to.