Select Workday Reports in Workday Data Sources for Adaptive Planning

Adaptive Planning

Data Designer
and Integration Operator
permissions in Adaptive Planning.

Create advanced Workday reports with

Enable as Web Service

and

Enable Worksheets

Share Workday advanced reports with the integration system security group (ISSG) that the integration system user (ISU) is in.

For Workday reports that contain Prism data, grant the ISU access to all of the domains securing the Prism data set.

To import data and metadata from Workday, select one or more custom reports enabled for web services.

Access the Workday Data Source you want to configure by navigating to

Integration

Design Integrations

Select

Manage Reports

in the

Actions

pane.

Select the

Reports

folder and add new reports.

As you manage each report, consider:

Opción	Descripción
Name:	Enter a name referencing how you want to use the report in Adaptive Planning and select Apply . Example: If this report defines the dimension Cost Centers that you want to load into Adaptive Planning, name it Cost Center Dimension .
Report:	Select a Workday report. Only advanced reports with both Enable as Web Service and Enable Worksheets settings display in the list. Rich Text fields from Workday reports can't load into Adaptive Planning staging tables. To import Rich Text fields, you can create a calculated field in the Workday report with these settings: Calculated Field Type: Concatenate text. First Field: The Rich Text field needed for import. Second Field: Text space field.
Use RaaS for data import	(Optional) Imports using Report as a Service, extending the maximum import timeout to 6 hours. Limitations: Requires supplying a report owner. Ownership of Workday reports must be transferred to the Adaptive ISU, including reports used by the planning configuration manager. Tenant must be set up with a JWT credential with the ISU specifying who owns the report. The ISU name can only contain alphanumeric characters and underscores. Doesn't support column filters in the Columns section. If you configure column filters then enable this option, disabling this option remembers your filters. Restricts multi-instance field behaviors to First Only or Flatten . Doesn't support currency type, such as USD or AUD as one of the currency columns, leaving the type blank. Returns only the currency value in the currency value column. To view currency type, you must add currency type as a column within the report in Workday.
Use enhanced data import	(Optional) Imports using an improved Data Extraction Framework, which removes the import timeout for larger reports and improves performance in most cases. For planning configuration manager (PCM) reports, we: Automatically select this check box. Set up the Manage: Workday Data Extraction domain, ISU security access, and additional API client scope for you. For any integration-managed reports, you must manually configure your tenant with these settings: Assign the ISU to an ISSG with View/Modify and Get/Put security access on the Manage: Workday Data Extraction domain. See Edit Domain Security Policies. Activate Pending Security Policy Changes. On your API client, select System on the Scope (Functional Areas) prompt. System is the functional area for the Manage: Workday Data Extraction domain. Include Workday Owned Scope . Limitations: The ISU name can only contain alphanumeric characters and underscores. Doesn't support column filters in the Columns section. If you configure column filters before you select this check box, then clear the check box, Workday remembers your filters. Restricts multi-instance field behaviors to First Only or Flatten. Doesn't support currency type like USD or AUD as one of the currency columns; instead, we leave the column blank. Returns only the currency value in the Currency Value column. To view currency type, add Currency Type as a column within the report in Workday.
Multi-instance field behavior	If your Workday report contains 1 multi-instance object, you can select Flatten to unpivot data for consumption by Adaptive Planning. We recommend this functionality for reports containing 1 multi-instance object. For reports with multiple multi-instance objects, this option closely mimics Workday export to Microsoft Excel. The report must only have 1 multi-instance object for Flatten to work. When the report contains more than 1 multi-instance object you can use an ESI calculation on the Advanced report, or break the report into two. Ask your implementer to make this option available in your instance.
Partition Report By	Select Workday report prompt parameters to partition the report data. Requires importing the structure following edits.
Partition Size	Select how many report prompt parameters you can include in a report partition. Multi-instance objects automatically populate with 100, which you can edit. Single-instance objects or self-referencing objects force a partition size of 1.
Edit Parameters	If your Workday report contains dates or true/false prompts, use this link to create Integration parameters you can associate with these prompts. You can create these integration parameter types: Boolean. Integer. Double. Text. Password. Period Range. Dimension. Actuals Version. Plan Version. To indicate a single day for Workday prompts like Effective Date, set a period range parameter to contain only the date you need. Period ranges can span any number of days, not just months.
Parameters	Progressive filtering determines what Workday reference parameter selections you can make based on your other choices. If you search a parameter and find no matches, you might need to fill out fields in other parameters. Example: If your Workday report is All Ledger Accounts , you can't provide a Fiscal Year until you select a Company . If you plan on loading a dimension from Workday to Adaptive Planning, select both its name and its hierarchy. Example: To load Cost Center from Workday as a dimension, select both Cost Center and Cost Center Hierarchy . If your Workday report contains dates or true/false prompts, use the Edit parameters link to create Integration parameters you can associate with these prompts. Some parameters, like start and end date for period parameters, work as both reference parameters and integration parameters. You can select the task run time for Report Effective Date to use the run time of the task to filter the requests to Workday. After configuring your parameters, select Apply to save your selections.
Columns	Select the columns from your Workday Report.

Apply

and

the

Manage Reports

dialog.

Select

Repair

in the Actions pane to manually edit the Workday ID (WID) for a Workday report to:

Update the report name if the current report WID exists in Workday with a different name.

Update a report WID when a report with the same name exists in Workday but the WID no longer exists.

Select

Import Structure

in the

Actions

pane to import the tables and their table columns.

Each Workday Report becomes a table in the staging area under

Tables to Import

(Optional) Customize

Table Settings

by selecting the triangle next to each imported table name.

What you can select varies based on the table content, including:

Data Import Mode

Column parameters

for period parameters to page data by month, quarter, or year.

(Optional) Create Custom SQL tuple columns for importing multiple Workday columns into a single Adaptive Planning dimension to make drilling into Workday possible.

Before you create a Custom SQL tuple column, ensure that you configure the many-to-one column mapping in your Workday external system. Within the Workday external system

Dimension Mapping

Report parameter mapping

, and

Publish Plans account mapping

, select multiple items and scroll to the top of the list to drag them into the same order as your concatenation.

Create tuple columns for any many-to-one mappings that require ID columns. Example:

Company-Cost Center ID

Drag a SQL Column from the Custom Column folder in the Data components pane. Select SQL Expression to pick the (Id) columns in Available Columns to combine them. Concatenate them using vertical pipes and a single quoted text constant, like

"Company (Id)" || '_' || "Cost Center (Id)"

Create tuple columns for any many-to-one mappings that require Label columns. Example:

Company-Cost Center Label

Drag a SQL Column from the Custom Column folder in the Data components pane. Select SQL Expression to pick the (Label) columns in Available Columns to combine them. Concatenate them using vertical pipes and a single quoted text constant, like

"Company (Label)" || '_' || "Cost Center (Label)"

Select

Import Data

in the

Actions

pane to import data into the tables in the staging area.

Each report imports as its own staging table. Click the triangle by the table name to manage table columns. You can also drag individual table columns from the

Data Components

pane into the staging area.

You can create a Planning account, dimension, level, and data loader that imports from the staging area into Adaptive Planning. You can then create a Workday External System to enable drilling from Adaptive Planning sheets and reports into Workday. Configuring a Workday External System also makes publishing plans possible.