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Adaptive Planning
Last Updated: 2026-02-20
Set Up Cloud Data Connect for Integration Pipeline

Set Up Cloud Data Connect for Integration Pipeline

Adaptive Planning
  • A standard or cube sheet in Adaptive Planning that doesn't contain splits.
  • Security:
    • Model Management Access
       permission.
    • Integration Operator
       permission.
    • Drill Into Cloud Imported Numbers
       permission. (if intending to use the Drill Through feature).
Cloud Data Platform
Ensure that your organization has access to a resource with expertise in configuring and administering your selected cloud data platform. If this expertise is not available internally, Workday service partners can provide assistance.
The designated expert must be able to:
  • Configure the required authentication method, such as an Azure service principal or a Snowflake programmatic access token.
  • Create and manage tables or views in the cloud data platform.
  • Grant the credentials used for the connection access to the required schemas and tables.
  • If your organization restricts outbound access by domain or IP address, allow list the required domains and IP addresses for Adaptive Planning. For details, see Adaptive Planning Authentication URLs and IP Addresses.
You can create a pipeline that loads data into Adaptive Planning standard sheets or cube sheets from either:
  • Incorta.
  • Microsoft Fabric.
  • Snowflake.
Behind the scenes, creating a pipeline automatically generates and bundles these components in Adaptive Planning Design Integrations:
  • A data source.
  • A loader.
  • An integration task.
You can opt out of managing the pipeline as a bundle to manually manage each component separately in Design Integrations.
  1. Select
    Integration
     from the main menu.
  2. Select
    Setup Pipeline
    .
  3. Select where you want to load data from.
  4. Complete the
    Select a Destination
     page:
    Option Description
    Pipeline Name
    Enter a name for your pipeline.
    When you clear the
    Opt-in Manage Pipeline
     check box, you prepend this name to each separated component in Design Integrations.
    Version
    Select an Adaptive Planning version.
    Sheet
    Select an Adaptive Planning sheet.
    Currently, you can only select:
    • Cube sheets.
    • Standard sheets.
    Pipelines don't support loading to sheets that contain splits.
    All managed pipelines must have unique destinations (version and sheet), when creating, editing a draft, or duplicating a pipeline.
  5. Click
    Download Table Template
    .
  6. Provide the template to your cloud data warehouse administrator so that they can:
    • Create a view that exactly matches the template format and description.
    • Optionally create a Drill Through table. This table should include the required columns and structure detailed in the template, as well as any custom columns for additional contextual information.
  7. Verify that your administrator:
    • Created the view from the template.
    • Granted access to the new view to the credentials being used for the pipeline.
  8. Complete the
    Configure Connection
     page:
    Option Description
    Credential
    Select either an existing credential or create a new one. You can use an existing credential to reuse it across pipeline connections.
    Ask your administrator for a credential that can access the view based on the downloaded table template.
    For all connectors, we support usernames and passwords for authentication. Additionally:
    Server
    Enter the Incorta or Microsoft Fabric environment link.
    Port
    Enter the port number for the Incorta environment.
    Account
    Enter the Snowflake environment link.
    Database
    Enter the warehouse name containing the relevant table or tables from your cloud data warehouse environment.
    Data Source Table
    Select the table created in the environment that matches the downloaded table template format.
    Drill Through Table
    (Optional) Select the table in the environment that adheres to the structure advised in the template along with any custom columns.
  9. Review your setup.
  10. (Optional) Clear the
    Opt-in Manage Pipelines
     check box if you don't want to manage this connection as a pipeline.
    When you clear this check box, you must manage the automatically created data source, loader, and task within Design Integrations.
    Adaptive Planning only supports Drill Through to Data for CDC managed pipelines, not CDC connections managed through Design Integrations.
  11. Click
    Complete
    .
  12. On the
    Pipelines
     page, click
    Pipelines
     to refresh the page and verify
    Connected
     status.
    It might take a few minutes to connect the new pipeline.
  13. Select
    All Tasks
    .
  14. Select the task named after your pipeline.
    This task is the integration task that we automatically generated when you created the pipeline. You can enter a search term at the top to filter tasks.
  15. Click
    Launch New Task Instance
    .
  16. Verify the period range and plan version.
  17. Select
    Run
    .
    The
    Status
     column might take a few moments to update. This column either:
    • Confirms success.
    • Logs errors.
  18. Verify the data in the Adaptive Planning sheet.
Data from Incorta, Microsoft Fabric, or Snowflake loads to the intended sheet.