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Adaptive Planning
Last Updated: 2023-06-23
Import Metadata Using Name and Code

Import Metadata Using Name and Code

  • Security:
    • Model
       permission.
    • Structure Import
       permission.
    • Import to All Locations
       permission.
    • Data Designer
       permission.
  • You successfully configured and ran metadata and data loaders for Adaptive Planning before Display Names were enabled for your instance.
  • Verify that your Adaptive Planning instance supports display names by selecting any sub level in your Levels Admin to view the
    Code
     and
    Name
     fields in
    Level Details
    .
  • After verifying that the
    Code
     and
    Name
     fields exist in the Levels Admin, navigate to
    Integration
    Design Integrations
     to run all of your existing level, attritube, account, and dimension metadata loaders
    once
    .
After display names were enabled for all instances, your integration loaders and manual metadata imports require adjustments to include codes. We recommend using your Workday Reference IDs as these codes for Workday Data Management deployments. If you don't use Workday Data Management, obtain your codes from your source system.
  1. Navigate to
    Integration
    Design Integrations
     into your level loader
    Column Mapping
     tab and update
    Level Code
     to a suitable ID from your source table. Select it as a code in the
    Source Column
     field.
    Example: Use Reference ID for the code in the
    Source Column
    .
  2. Run your level loader and select
    Bypass Data Import
     for the run.
  3. Navigate to
    Modeling
    Model Management
    Levels
     and confirm the elements updated to use the codes from your loader in the
    Code
     field.
  4. Repeat this process for your other dimension and attribute loaders, updating the
    Column Mapping
     tab to use code (Reference ID) in the source table.
    Example: For your Location loader, update the
    Location Code
     to a code (Reference ID), select
    Bypass Data Import
    , then confirm in the Dimension Admin that the Code field populated with the Refence ID.
  5. Navigate to your planning data loader
    Column Mapping
     tab.
    • For Workday Data Management deployments, map
      Source Display Name
       column to Reference IDs of relevant dimensions.
    • For other deployments, you might want to map
      Source ID
       to codes depending on the input from a source system.
  6. In the planning data loader
    Data Source Settings
     tab, set
    Auto Mapping
     to
    Automap Source Display name to Code
    , as required.
  7. Verify that the source values mapped correctly in the planning data loader
    Data Mapping
     tab.
  8. For manual data imports you must map by codes. The option to map by name no longer exists after enabling display names for an instance.
    Navigate into the modeled sheet and select
    Download
     from the main menu to include codes for levels, dimensions, and attributes in the download. You can select
    Printable View
     to download the sheet exactly as you see it in Adaptive Planning.