Set Up Workday External Systems for Adaptive Planning

Data Designer
and Integration Operator
permissions in Workday Adaptive Planning.

Create a Workday credential.

Create a Planning Data Loader that loads from a Workday Data Source staging table.

Create a mapping profile in your Planning Data Loader.

You must set up an External System and associate it with a mapping profile in a Planning Data Loader to enable:

Drilling from Adaptive Planning sheet and report data into Workday.

Navigating to any Workday Business Objects using a related actions icon for any dimensions, levels, or accounts loaded from Workday.

Publishing plans to Workday.

Only Workday matrix and composite reports allow drilling. Select the Workday reports and choose the Adaptive Planning accounts and dimensions that map to those reports.

If you map multiple dimensions from Workday into a single dimension in Adaptive Planning, create a custom tuple SQL column in the staging table for the Planning data loader loading the data from Workday.

Navigate in Adaptive Planning to

Integration

Design Integrations

Select

External Systems

in the

Component Library

and select

Create New External System

Select

Workday External System

and provide a name that helps you identify its use.

As you complete the task, consider:

Opção	Descrição
External System Settings	Credentials : Select the same credential as your Workday data source. You can only select credentials set up with Connection: Local . Mapping Profile : Select a profile from the Planning data loader you created for your Workday data source. Drill URL: Populates once you complete the configuration. Drill actions make use of this URL to connect to Workday reports. (Optional) Headcount : Select the Adaptive Planning custom account you want to publish to Workday as part of your Headcount Plan. (Optional) FTE : Select the Adaptive Planning custom account you want to publish to Workday as part of your Headcount Plan. (Optional) Cost of Workforce : Select the Adaptive Planning custom account you want to publish to Workday as part of your Headcount Plan. Cumulative Accounts Publish As : Select how you want cumulative accounts to publish. Closing Balance : Publishes the closing balance for accounts at the end of a time period. Activity : Publishes the change in the accounts at the end of a time period. Publish Using : Select what mappings you want to use during publish. All Mappings : Publish using all of the mappings from actuals in the Planning Data Loader and the mappings from account, level, and dimension metadata loaders. Any preexisting External Systems automatically select this option. Metadata Mappings Only : Publish using only the mappings from account, level, and dimension metadata loaders. Any newly created External Systems automatically select this option. Log Level : Populates with Info . Support will let you know if you need a more comprehensive Log Level for in-depth debugging.
Account and Report Parameter Mappings	Reports : Lists all of the Workday reports you select for Drill reports . Drill Report: Select a Workday Matrix report you want to drill back to from Adaptive Planning. We only display Workday Matrix reports configured with Enabled for Planning . (Optional) Redirect to Prompts page : Select to display parameter values before running the Workday report when drilling. You can use the Prompts page to verify your parameter settings during debugging. Affected Accounts : Select the Adaptive Planning accounts that drill back to the Workday Matrix report from a right-clicked Adaptive Planning sheet cell. To publish financial plans, select the accounts you want to publish Report Parameter Mapping : Select the Adaptive Planning dimensions that drill back to Workday report parameters. These indicate the Workday dimension of a right-clicked Adaptive Planning sheet cell. When you select multiple dimensions for concatenation, those dimensions shift to the top of the list. Drag and drop the selected dimensions to reorder them. (Optional) Select an Adaptive Planning account and map it if the report doesn't indicate a hard-coded account or contain an account report parameter. (Optional) Select a start and end Adaptive Planning time period to restrict the date range from the report. your Workday data source for any tuple SQL columns. Concatenate Workday accounts by selecting two or more, then enter a delimiter character. Publish Plans account mapping When you select multiple accounts for concatenation, those accounts shift to the top of the list. Drag and drop the selected accounts to reorder them. You must map the Ledger Account and parse the concatenated Ledger Account, Revenue, and Spend with the appropriate delimiter.
Dimension Mapping	Map a Planning Dimension to one or more Workday Dimensions for publishing plans. If you need to concatenate multiple Workday dimensions, enter a delimiter character. When you select multiple dimensions for concatenation, those dimensions shift to the top of the list. Drag and drop the selected dimensions to reorder them. You must map at least one dimension to a level in your Workday External System mapping profile before you can map accounts for publishing financial plans.
Account Type Mapping	Map a Planning Account Type from the Adaptive Planning GL accounts to a Workday Account Type for publishing plans.
Import Mapping Override	(Optional) Override the mapping for a Level, Dimension, or Account when importing to Adaptive Planning with an integration loader. Select Add and select the type. Select an Adaptive Planning item for Import From . Select a Workday item for Import To . Status : Indicates mapping status as valid or invalid. Type : Indicates the mapping type as Level, Dimension, or Account. Import From : The Level, Dimension, or Account importing from Workday. Import To : The Level, Dimension, or Account that only exists in Adaptive Planning. The selected item must not have a WID. Validate : Validates the Import Mapping Overrides and updates their mapping status. You must manually validate for more than 100 mappings.
Export Mapping Override	(Optional) Override the mapping for Account Rollup, Account, Level, or Dimension when publishing a plan to Workday. Select Add and select the type. Select an Adaptive Planning item for Export From . Select a Workday item for Export To . Status : Indicates mapping status as valid or invalid. Type : Account Rollup, Account, Level, Dimension. Export From : The Adaptive Planning Account Rollup, Account, Dimension, or Level to export from when publishing. Export To : The Workday Cost-center, Dimension, or Account to export to when publishing. Validate : Validates the Export Mapping Overrides and updates their mapping status. You must manually validate for more than 100 mappings.
Ignore on Export	(Optional) Ignore an Adaptive Planning Account or Level when publishing a plan to prevent items from publishing. Select Add and select the type. Select a Planning Value from Adaptive Planning. Status : Indicates mapping status as valid or invalid. Type : Account or Level. Planning Value : The Account or Level name selected in Adaptive Planning that won’t publish. Validate : Validates the Ignore on Export mappings and updates their mapping status. You must manually validate for more than 100 mappings.

Drill into Workday from Adaptive Planning sheets or report cells that contain data loaded from Workday. Navigate to Workday Business Objects from the Adaptive Planning cell explorer for any Workday dimension, level, or account.