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Adaptive Planning
Last Updated: 2023-06-23
Integration for Adaptive Planning

Integration for Adaptive Planning

Update Only Existing Rows in the Planning Data Loader

Release: 2020-05-14
You can now select an option to update only existing rows when you import to a modeled sheet with the Planning Data Loader. This lets you avoid appending new rows when you import updated rows.

Use the eraseData API to Erase Actuals or Plan Data

Release: 2020-09-11
The new eraseData method provides the same capabilities as eraseActuals but also includes the ability to erase Plan data, with additional control over specific account-plan combinations that are targets. Cell notes matching the criteria will also be deleted.

Use More Options with the exportData API

Release: 2020-09-11
We improved the
exportData
 API to make exporting more efficient and flexible.
  • Use
    markBlanks=true
     in the
    exportData
     API to prevent the output of rows containing only blanks or a combination of blanks and zeroes.
  • in API v25 and above, the
    includeRollups
     attribute is replaced with
    includeRollupAccounts
     and
    includeRollupLevels
     for including rollups in your output. You must have an Account or Level filter to use
    includeRollupAccounts
     or
    includeRollupLevels
    .

Use the Enhanced Planning Data Source

Release: 2020-09-11
We enhanced the Planning Data Source to make it more flexible.
  • Import Structure now requires a manual user action, and won't automatically run when you select Import Data.

Support for Sage Intacct Non-Posting Dimensions

Release: 2020-11-13
We added a new option for Sage Intacct data sources that lets you include active non-posting dimensions in your results. This option supports the November 2020 change Sage Intacct made to parent/child logic for Class, Location, and Department dimensions.

Unpivot Workday Multi-instance Objects

Release: 2020-11-13
When you select reports from Workday in the Workday Data Source, you get a new option for multi-instance field behavior. Choose flatten to unpivot the data for consumption by Adaptive Planning. This option closely mimics how Workday export to Microsoft Excel handles multiple multi-instance objects and works best for reports that contain 1 multi-instance object. Ask your implementer to make this option available in your instance.

Clear Mappings for Metadata Loaders

Release: 2020-12-10
You can now clear mappings from metadata loaders without deleting and recreating the loader.