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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 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.