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Adaptive Planning
Last Updated: 2026-07-10
Create New Data Sources

Create New Data Sources

Security:
  • Integration Operator
     permission.
  • Data Designer
     permission.
You can set up data sources to enable you to extract data from external sources into your Adaptive Planning model.
  1. Select
    Integration
    Design Integrations
     from the main menu.
  2. From the
    Component Library
    , click
    Data Sources
    Create New Data Source
    .
  3. Select the type of data source to create:
    Option Description
    Cloud Data Source
    Data from a Cloud Data Connect source.
    Planning Data Source
    Data from the same or another Adaptive Planning instance.
    Requires creating a separate Adaptive Planning Credential. This data source is useful for organizations that have multiple instances, or that want to export to some external system.
    Workday
    Data from reports in your Workday tenant.
    Requires the Workday adapter and Workday Credential.
    If you also create Workday External Systems with this option, you can publish plans, drill into Workday from Adaptive Planning sheets and reports.
    Custom Cloud Data Sources (CCDS)
    Data from custom data sources authored in JavaScript to connect to internet addressable systems.
    Enables you to extract data from:
    • Google Docs
    • Uber
    • Weather Underground
    • Yahoo Finance
    • Other sites that enable JavaScript to pull data.
    Requires the
    Integration Developer
     permission.
    Intacct
    Data from SAGE Intacct accounts.
    Requires the SAGE Intact adapter.
    JDBC Database
    Data from JDBC-compliant databases.
    Requires at least 1 data agent installed on the computers that will extract the data. Data agents are applications that you set up behind your firewall with the Data Agent Service Manager to help us communicate with your source system.
    Microsoft Dynamics GP
    Data from a Microsoft Dynamics GP (MSDGP) account.
    Requires the Microsoft Dynamics GP adapter.
    NetSuite
    Data from NetSuite accounts.
    Requires the NetSuite adapter and NetSuite Credential.
    If you also create NetSuite External Systems with this option, you can drill into NetSuite from Adaptive Planning sheets and reports.
    Salesforce
    Data from Salesforce accounts.
    Requires the Salesforce adapter.
    Spreadsheet
    Each worksheet in a spreadsheet creates separate staging tables.
    Table Group
    Data from existing staging tables present in different data sources.
    Enables you to create joins of tables across different data sources.
    Union Table
    Data from multiple existing staging tables.
    Enables you to combine or stack the row data of tables when the tables come from different data sources.
  4. Enter a
    Name
    .
    Adaptive Planning automatically uses this name in all supported languages.
    If you don't enter a name when you create the data source, you can click
    Display Name
     in the
    Editors
     section. You can also change the display name for each supported language.
  5. Click
    Create
    .
The new data source displays in the
Data Sources
 menu.
Define the settings of the data source.