Steps: Set Up Workday Data Sources for Adaptive Planning
Create the Workday advanced reports you want to use in Adaptive Planning. Configure these reports with
Enable as Web Service
and Enable for Worksheets
.You can create a Workday data source in Adaptive Planning to help you:
- Import Workday advanced report data, journal line summaries, and metadata into Adaptive Planning.
- Enable drilling from Adaptive Planning into Workday.
- Publish plans from Adaptive Planning into Workday.
- You can select one or more custom reports enabled with web services.
- (Optional) Manage Journal Line Summaries for Import.You can select and organize journal line summaries within a Workday data source to import them as actuals.
- Import structures and data to staging tables.Import from Workday into Adaptive Planning to make data and metadata available to Planning data and metadata loaders.See Concept: Loaders.
Each report or managed journal line summary imports as its own staging table. Click the triangle by the name of each table to manage table columns. You can drag individual table columns from the
Data Components
pane on the left into staging area.Load the staging tables into Adaptive Planning using planning loaders for:
- Levels
- Dimensions
- Attributes
- Accounts
- Data
- Drilling from Adaptive Planning sheets and reports data back to Workday actuals and business objects.
- Publishing plans to Workday.