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Adaptive Planning
Last Updated: 2023-06-23
Write Back to Adaptive Planning

Write Back to Adaptive Planning

  • An existing Google Sheets report with Adaptive Planning data.
  • Security:
    • Access to Workday for Google Sheets
       permission.
    • Writeback from External Sources
       permission.
    permission
From valid leaf-level intersections in Google Sheets reports, you can submit data edits back to Adaptive Planning. Based on the access rules configured for your instance, you can write back to specific levels, accounts, custom dimensions, and attributes.
The ability to submit edits from Google Sheets enables you to:
  • Update your planning data without leaving Google Sheets.
  • Use Google Sheets capabilities such as formulas and copy and paste functions.
When you submit your edits, formulas that you add in Google Sheets are replaced with raw data in Adaptive Planning.
In writeback mode, you can only edit and submit changes for these supported elements:
  • Accounts: Cube, Custom, GL, and Assumption.
  • Levels: Leaf levels only.
  • Versions: Actuals, plan, and scenario versions.
  • Calendars: Default calendars only. Time rollups aren't supported for Writeback.
  • Dimensions: For cube accounts, all dimensions present on the sheet must also display on the report.
  • Attributes: Dimension attributes and their corresponding dimensions that are present on the sheet must also display on the report.
Writeback doesn't support accounts with splits. If you're unable to enter Writeback mode, check the underlying sheets to see if they have splits on their accounts. When you update sheet intersections using the Google Sheets Writeback options, Audit Trail tracks these changes.
  1. Open an existing Google Sheets report or create one.
  2. In the Workday add-on, click
    Writeback
    .
    Google Sheets refreshes the report and highlights any editable cells. In the report builder, under
    Writeback
    , you can see the
    Editable
    option set to
    Yes
    for that cell intersection.
  3. Within the editable range, select an intersection that you want to edit. Make your edits and click
    Submit
    .
    Before you submit, the updated values display in a different color. After you submit, the selected range refreshes and reflects the latest updates. The values no longer display in a different color.
  4. (Optional). From
    Settings
    Colors
    , change the default writeback colors for Editable cells, Pending edits. and Errors.