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Adaptive Planning
Last Updated: 2023-06-23
Add Tenants in Workday for Google Sheets (Adaptive Planning)

Add Tenants in Workday for Google Sheets (Adaptive Planning)

Verify the Workday for Google Sheets add-on is installed. See Install Workday for Google Sheets.
Verify that you have a valid Google account
Work with your IT administrator to obtain these details for each Adaptive Planning tenant:
  • API endpoint URL
  • Authorization endpoint URL
Based on the location of your Adaptive Planning instance, your authorization URLs and API endpoints can vary. For more information, see Reference: Adaptive Planning Authentication URLs and IP Addresses.
You can create Adaptive Planning tenants in Workday for Google Sheets. After you successfully create a tenant, the saved tenant name displays under
Tenants
in the Sign In prompt.
  1. Sign in to Google Sheets and open a blank spreadsheet.
  2. From the toolbar, click
    Extensions
    Workday for Google Sheets
    Workday
    . The Workday add-on displays.
  3. Click
    Add Tenant
    Adaptive Planning
    .
  4. Specify and save these tenant details.
    • Name
      : The name of the Adaptive Planning tenant. Example: Production tenant or Sandbox tenant.
    • API Endpoint URL
      : The API endpoint URL for the tenant
    • Authorization Endpoint URL
      : The authorization endpoint URL for the tenant.
  5. Click
    Sign In
    .
  6. (Optional) Use the
    Manage Tenants
     option to add other tenants. You can edit or delete existing tenants from the list.