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Adaptive Planning
Create Workday Data Sources for Adaptive Planning

Create Workday Data Sources for Adaptive Planning

  • Data Designer
     and
    Integration Operator
     permissions in Adaptive Planning.
  • Configure an integration system user and API client for data import so that eligible Workday reports display as options in the Workday data source.
You can create a Workday data source in Adaptive Planning to select the Workday reports you need for importing data and metadata to Adaptive Planning.
  1. Navigate in Adaptive Planning to
    Integration
    Design Integrations
    .
  2. Click
    Data Sources
     in the
    Component Library
     and click
    Create New Data Source
    .
  3. Click
    Workday Data Source
    .
  4. Enter a name that identifies the Workday tenant this data source connects to and click
    Create
    .
  5. Select a
    Credential
    .
    The Workday credential you select determines the reports you can select.
  6. Log Level
     populates with
    Info
    .
    Support will let you know if you need a more comprehensive
    Log Level
     for in-depth debugging.
  7. Click
    Save
     in the
    Actions
     pane.
    All links in the
    Actions
     pane except
    Edit parameters
     remain disabled until you select a credential and save.
Select the Workday reports you want this data source to import.