Erase Data on Planning Data Loader

With Workday 2021R1, we continue to enhance the Erase Data functionality of the Planning Data Loader. You can now erase plan or actuals data independent of the data being loaded. You can also choose to erase data for specific time periods, versions, levels or accounts.

Prerequisites

Required Permissions: Import Capabilities > Erase Actuals
. Erasing actuals is a superuser permission that enables erasing actuals or plan data across Adaptive Planning, including in locked levels. Erase Actuals
overrides Access Rules and level ownership restrictions. Watch the video:
3m 17s

Define Dataset

Release: 2021-04-09

We add an Erase Settings
tab on the Planning Data Loader. You can now select a version parameter, period parameter, account, and level to erase data and optionally include cell notes in the Erase Settings tab. You can also link your account, period, and version parameters in the Erase Settings tab to the Data Source Settings tab of your planning data loader.

Also, we remove the Erase Actuals section from the Data Source Settings
tab. Instead, we add all erase configurations in the Erase Settings
tab.

To erase data with the Planning Data Loader:

Select your loader from the Component Library.

Navigate to the
Erase Settings
tab.

Select the Enable Data Erase
check box to erase data.

Select Edit Parameters
in the Actions
pane and create Version
and Period
parameters. You can also to choose to use the Version
or Period
parameters specified in the Data Source Settings
tab.

Select the accounts you want to erase data from. You can include All GL Accounts, All Custom Accounts, Cube Accounts on sheet
or create a new account parameter to erase specific accounts. You can also select a combination of all the available account options.

Specify levels for erasing data. You can select all levels or or create a new level parameter for specific levels.

Run the loader manually using Erase Manually
in the Actions
pane or schedule the loader to run as a part of a task. If there is more than one planning loader within a task, then each of the erase options are available for each included loader. The options are tagged with the name of the loader to help identify the source of the erase option.

Erase Manually

Release: 2021-03-12

We add a new Erase Manually
option in the Actions
section on the Planning Data Loader, enabling you to erase data without running the loader.