Steps: Set Up Planning Data Sources

Prerequisites

Create an Adaptive Planning Data Source Credential
Verify that the Adaptive Planning credential you select for this data source has the permissions and dimensional access for the metadata and data you need.
Permissions required:
Integration Operator > Data Designer
.

Navigation

From the nav menu, go to

Integration

Design Integrations

Basic Steps

Create an Adaptive Planning credential.
Create a Planning data source.
Select the Adaptive Planning sources, such as sheets, dimensions, levels, accounts, attributes, time periods, and versions to import.
Import the Adaptive Planning structure from the sheets or accounts.
Import the Adaptive Planning data from staging tables.
Automate Adaptive Planning imports using an integration task.

Create an Adaptive Planning Credential

Create a Planning Data Source

Expand Data Sources in the Component Library and select
Create New Data Source
.
Select
Planning Data Source
.
Enter a unique name for the data source and select
Apply
.
Select an existing Adaptive Planning credential. If one doesn't exist, create it using the steps described earlier. You can select a Workday Credential if the Adaptive Planning user is synchronized from Workday.
Save the data source settings.
Select
Test Connection
to verify your credential settings work.

Select Adaptive Planning Sources to Import

Select the Planning Data Source you just created in the Component Library if it isn't already selected.
Select
Manage Sources
in the Actions pane.
Select the
Sources
folder in the Manage Sources dialog.
Select
Add
beneath the Sources folder, or right-click on the
Sources
folder and select
Add
to select a:
Folder to create a container for organizing your sources
Account source
Attribute source
Cube Sheet and its levels, version parameter, and period range
Dimension
Level source
Modeled Sheet and its level and version parameter, and optional period parameter
Custom source from your selection of dimensions, account, levels, version, and period range from anywhere in your instance. See the Create Parameters for Filters in Custom Sources section for more information. (Optional) you can also include account rollups and level rollups. Account rollups are enabled by default for any preexisting or new Planning Data Sources. Level rollups are disabled by default.
Time source
Version source
Give the source a name indicating how you will use it and select
Apply
. For example, if this source contains an expense sheet for 2019, you could name it "expense sheet 2019"
Repeat these steps to add all of the Adaptive Planning sheets and model elements you want to import. Each source becomes a separate table in the staging area.
(Optional) Select
Include Codes
to include codes for dimension values, attribute values, and levels when your instance supports display names.
Select
Save
in the Actions Pane.

Create Parameters For Filters in Dimension Sources

When you select a dimension filter parameter, the import dimension data only returns the filtered dimensions. You can select:

Only the External Dimension parameter if your Planning credential is connected to an external instance.
The Shared Dimension parameter if your Planning credential is connected to a self instance.

When you select the version filter parameter, the import dimension data only returns the version filtered dimensions. You can select:

Only the External Version parameter if your Planning credential is connected to external instance.
The Shared Actuals Version parameter or shared Plan Version if your Planning credential is connected to self instance.

We don't automatically select any dimension parameters.

To create parameters for dimension or version filters:

Select
Edit Parameters
in the
Settings
tab of your Dimension Source. You can also select shared parameters when your planning credential is connected to your local instance. This enables you to reuse the available shared parameters for other data sources.
Right-click the
Local
folder and select
Add
in the Edit Parameters dialog.
Select
External Version
to choose the version you want to use.
Select
External Level Single
to choose a single level.
Select
External Level Multiple
if you want to choose more than one level.
Select
External Account
to choose the accounts you want to use.
Select
Period Range
to configure a fixed or dynamic period range.
Give your parameters names that let you understand their use.
Select
Apply
.

With local parameters created, you can now select them for the Account, Level, Version and Period Range filters in the Dimension Source.

Create Parameters For Filters in Custom Sources

When you create a Custom Source you select parameters for the Account, Level, Version, and Period Range in the Adaptive Planning instance your credentials connect to. You need to create parameters before you can select them. Remember, these parameters relate to what you can select on the external Adaptive Planning instance.

The word External you see when you create these parameters reminds you that you are creating them for an external Adaptive Planning instance. You can select shared parameters when your planning credential is connected to your local instance. This enables you to reuse the available shared parameters for other data sources.

Select
Edit Parameters
in the Settings tab for the Custom Source.
Right-click the
Local
folder and select
Add
in the Edit Parameters dialog.
Select
External Version
to choose the version you want to use.
Select
External Level Single
to choose a single level.
Select
External Level Multiple
if you want to choose more than one level.
Select
External Account
to choose the accounts you want to use.
Select
Period Range
to configure a fixed or dynamic period range.
Give your parameters names that let you understand their use.
Select
Apply
.

With local parameters created, you can now select them for the Account, Level, Version and Period Range filters in the Custom Source.

Aggregation

You can select how to aggregate data along time strata for Cube and Custom sources. Select any of your calendars as the Aggregation Calendar, then select an Aggregation Stratum from that calendar. If you don't select a calendar, your default calendar automatically populates.

Import Structure From Adaptive Planning Sources

Select
Import Structure
and view the import progress.
Close the Import Structure dialog.
View the Data Components for the tables and columns you imported. All of the sources you chose from Manage Sources also automatically appear in the staging area so you can preview the data they contain.
Save the data source.

Customize Table Settings

You can customize how data from each Adaptive Planning table imports.

Select the triangle next to the table name in the Staging Area.
Select
Table Settings
.
Change the settings. What you can choose varies depending on the table columns.
Data Import Mode:
All records replaced each time a data import is run
All received rows are new and so should be added
All records that fall within a period range transmitted (available only if a source sheet contains a Timespan)

Page Cube Sheet Data by Time Strata

If you set a period parameter you can page cube sheet import data by the time strata that appear in that cube sheet. For example, you can select from Year, Month, or Quarter if those time strata exist for the sheet. Paging breaks apart the import request by time strata, making large cube sheet imports more efficient. The import progress indicates the status of each page load.

Import Data From Adaptive Planning

Drag any additional Adaptive Planning tables you might want from the Data Components area into the Staging Area
Select
Import Data
in the Actions Pane. The data gets processed by your import filters and parameters.
Provide any needed values for parameter prompts that appear at run-time.
View the import progress for any import errors or messages.
Review the data in the Staging Area. Imported data remains there until you clear it by selecting
Clear staging tables
in the Actions pane.

Specify the Source Version during run-time

You can change the

External Version

parameter at runtime to return filtered data and run

Import Data

with the updated filter value. Go to

Manage Sources

in

Actions pane

to set the external Version parameter.

Example: When you set the Version filter for a Sheet source to be an External Version parameter and run Import Data, we populate the Plan Version drop down list with versions that were available during the external version configuration.

Reimporting Dimension Values After Deleting One in the Dimension Admin

If you reimport dimension values after deleting one in the Dimension Admin, a row for the deleted dimension value appears in the staging area. The row contains a hidden isDeleted column set to True in the staging table preview.

To get rid of this row, clear your staging table and reload it.

Automate Imports Using an Integration Task

Data Source Interactions