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Adaptive Planning
Last Updated: 2024-10-04
Load Associations with Attributes

Load Associations with Attributes

Security:
Model, Integration Operator, Data Designer
permission.
A data source that contains:
  • A column containing user emails to identify users.
  • A column containing association names
  • A column containing association codes.
  • A column for the dimension or level containing dimension values or levels.
  • A column for the attribute containing the attribute values that match to the dimension value or level.
You can load associations with attributes by creating and running an Adaptive Planning association loader. The data source must include the attribute values along with the respective custom dimension values or level values you would like to create the association for.
Example:
To create an association for the attribute Region and attribute value U.S., the data source must include rows for each City custom dimension value that ties to U.S.:
  • New York
  • San Francisco
  • Seattle
  1. Select Create New Loader in the Loaders pane of the Component Library.
  2. Select Planning Association Loader as the loader type. Enter a name for the loader.
  3. Click Create.
  4. As you complete the Data Source Settings, consider:
    Option
    Description
    Source Table
    Select the source table from your data source.
    Mapping Profile
    This mapping profile, along with any mappings loaded as part of metadata loaders, maps the planning levels and dimensions. See Create Planning Data Loaders. Example: If the association loader has level column value "999999" (or for Workday, a WID) then the mapping profile determines which planning level that refers to.
    Level or Dimension
    Select a level or dimension to load associations.
    Attribute
    Select an attribute to tag the level or dimension.
    You must select a valid attribute for that level or dimension. Navigate to Modeling > Model Management to view the Level or Dimension page to verify valid attributes for specific levels or dimension values.
    Mode
    • Update modifies associations on a subset of levels. Updates to the level require all users associated with that level in the payload.
    • Replace All deletes all users within the associations mentioned in the payload and replaces them.
      • When you use Adaptive Planning with Workday Human Capital Management or Workday Financials, Mode automatically populates with Update.
      • When you don't use Adaptive Planning with Workday Human Capital Management or Workday Financials, Mode automatically populates with Replace All.
    Proceed with Warnings
    Select to continue running the loader with warnings. When unchecked, the loader stops when it encounters a warning. Selecting this means the loader skips unmapped dimensions or levels and creates a warning in the logs while allowing the loader to continue processing.
    Log Level
    • Off logs no errors.
    • Error logs serious errors.
    • Verbose logs detailed information about all phases and actions. Used primarily for debugging or auditing.
  5. As you configure column mapping, consider:
    Option
    Description
    User
    Select the column from the data source that contains the users.
    Level
    For level association, select the column from the data source that contains the levels.
    Dimension
    For dimension association, select the column from the data source that contains the dimension values.
    Role Reference ID
    (for Adaptive Planning with Financials or HCM)
    or
    Association ID
    Select the column from the data source that contains the association code.
    Role Reference Name
     (for Adaptive Planning with Financials or HCM)
    or
    Association Name
    Select the column from the data source that contains the association name.
    Attribute
    Select the column from the data source that contains the attribute values.
  6. (Optional) Configure business rules by writing SQL expressions.
  7. Run the loader.
  8. Navigate to
    Model Management
    Associations
     to verify the load succeeded.