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Adaptive Planning
Last Updated: 2025-06-13
Steps: Set Up Cloud Data Connect Data Sources

Steps: Set Up Cloud Data Connect Data Sources

  • An Incorta, Microsoft Fabric, or Snowflake cloud data warehouse environment.
  • Authentication and authorization details for the environment you want to connect to.
  • Access to an administrator who can create views in the environment.
  • Security:
    • Model Management Access
       permission.
    • Integration Operator
       permission.
    • Data Designer
       permission.
Set up a Cloud Data Connect data source so that you can use data from your cloud data warehouse in Adaptive Planning.
  2. Complete the
    Settings
     section for your new cloud data source:
    Option Description
    Credential
    Select the relevant credential for connecting to your data warehouse.
    For all connectors, we support usernames and passwords for authentication. Additionally:
    Log Level
    Select how much detail that you want to include in any logs:
    • Error
      : Only errors.
    • Info
      : Only basic information. Example: Log when the data source was updated.
    • Verbose
      : Detailed information about all phases and actions.
    Kind
    Select the relevant data warehouse source to connect with.
    Connection Details
    Incorta:
    • Hostname
      : Enter the Incorta environment link.
    • Port
      : Enter the port number for the Incorta environment.
    • Database
      : Enter the warehouse name containing relevant tables from your environment.
    • Tablename
      : Enter the Schema.Tablename
    Microsoft Fabric:
    • Hostname
      : Enter the Fabric environment link.
    • Database
      : Enter the warehouse name containing relevant tables from your environment.
    • Tablename
      : Enter the Schema.Tablename
    Snowflake:
    • Account
      : Enter the Snowflake environment account identifier.
    • Database
      : Enter the warehouse name containing relevant tables from your environment.
    • Tablename
      : Enter the Schema.Tablename
  3. (Optional) Select
    Test Connection
     to test the connection to your cloud data warehouse environment using the details defined for this cloud data source.
  4. From the
    Actions
     section, select
    Save
    .
  5. From the
    Actions
     section, select
    Import structure
    .
    When you import your structure, Adaptive Planning automatically populates the
    Data Components
     section with all the data tables and data columns that you can import. Slashes through the icon indicate that the columns aren't in the staging tables.
  6. Configure the staging tables and columns of data that you want to import using this data source.
  7. From the
    Actions
     section, select
    Import data
    .
  8. (Optional) From the
    Actions
     section, clear the staging tables.
Create or use a loader.