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Adaptive Planning
上次更新时间 ：2022-11-18
Load Associations After User Sync

Load Associations After User Sync

In Adaptive Planning
  • Data Designer
     and
    Integration Operator
     permissions in Adaptive Planning.
  • All of the levels and dimensions for your organizational structure must already exist.
  • Your Workday data source must use
    Flatten
     for
    Multi-Instance Field Behavior
    .
In Workday
  • Sync users with Adaptive Planning at least once.
  • For dimension and level associations, customize a copy of the Workday Plan Dimensions/Hierarchies report for use in your Workday data source to include:
    • Adaptive Planning System Users for Assignable Role
      report field.
    • Assignable Role
       report field
    • Assignable Role Reference ID
       report field renamed into a human-readable code for associations.
    • Assignable Role for Dimension Type
       prompt.
  • For level ownership, customize a copy of the Workday Plan Dimensions/Hierarchies report for use in your Workday data source to include:
    • Adaptive Planning System Users for Assignable Roles
       report field
    • Assignable Roles
       report field.
    • Assignable Roles for Dimension Type
       prompt.
When user sync completes, synchronized users don't automatically receive level ownership or dimension associations in Adaptive Planning. For level security, users require at least 1 level to access sheets, reports, or charts. For access rule security, users don't require associations, but they do help in updating rules. You can grant level and dimension associations in-bulk with the Planning Association Loader, instead of configuring user associations or level ownership manually.
  1. Navigate to
    Integration
    Design Integrations
    .
  2. Create or edit a Planning Association Loader within the
    Component Library
    .
    Give the loader a name that helps you identify the Workday tenant and users to load.
  3. As you complete the task, consider:
    选项 描述
    Data Source Settings
    Indicate general settings for the data source.
    • Source Table
      : Select the data source table containing the list of users and the levels or dimensions those users own.
      We recommend loading from a data source that contains 1 column for user, 1 for level or dimensions, and 1 for Role Reference ID.
    • Mapping Profile
      : Select the same profile as the planning data loader you create for importing data to Adaptive Planning.
    • Level or Dimension
      : Select level for level ownership or level association. Select the dimension you want to load for dimension association.
    • Mode
      : Select
      Update
       to modify associations or ownership assignments on a subset of levels. This updates the level, not the user. Updates to the level require all users associated with that level in the payload. Select
      Replace all
       to delete all associations for the dimension and replace them with associations in the payload.
      If you use Workday Adaptive Planning with Workday Financials or Workday Human Capital Management,
      Mode
       defaults to
      Update
      . If you don't use Workday Adaptive Planning with Workday Financials or Workday Human Capital Management,
      Mode
       defaults to
      Replace All
      .
    • Proceed with warnings
      : Enable if you want the loader to continue loading after encountering warnings during a load. The loader skips unmapped dimensions or levels and creates a warning in the logs while allowing the loader to continue processing.
    • Log Level
      : Select the amount of detail you want logged.
    Column Mapping
    Map the columns from your source table to the corresponding users and level or dimension in Adaptive Planning.
    • Status
      : Indicates mapped and unmapped columns.
    • Planning Column
      : Select the items from Adaptive Planning you need to map to.
    • Source Column
      : Select the column from the data source table to map.
      Select the user ID, the dimension or level ID, and the role reference ID for associations. When loading level ownership, don't select or map
      Reference ID
      .
      Select the role label that matches to the role reference ID. The role reference ID becomes the association code in Adaptive Planning.
    Business Rules
    Write any SQL expressions you need to filter data from the source table.
  4. (Optional) Click
    Preview Loader Output
     to download an XML file you can examine to verify the loader output.
  5. Click
    Run Loader
     to run manually, or schedule the loader as an integration task.
After the loader runs, navigate to
Administration
Associations
 to view level ownership, level associations, and dimension associations.