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Adaptive Planning
Concept: Associations

Concept: Associations

Associations connect levels, custom dimensions, or the related attributes to users. You can then use association codes to create access rules for users and groups. When you use associations for access rules, you can update the associations, instead of the rules, to update user access.
Level ownership is a type of user association that connects users to levels. Unlike regular level associations, level ownership also comes with other privileges.

Use Cases for Associations

  • Associations with level-based security. Associations provide a single interface to see all level owners. You can update level ownership in bulk.
  • Associations with access rule security. Associations provide a shortcut to create dynamic access rules. You enter the code in the
    Grant
     column for the corresponding dimension in the access rule template.
  • Associations with synced Workday users and access rules. Associations align Workday roles to Adaptive Planning users. The Planning Association Loaders create the associations from a custom report. Then, you can create access rules using the association codes created for each role.

Creating Associations

You create the associations codes using the:
When you import the codes, you also connect the user to the levels, attributes, or custom dimensions. The code holds all the connections between all the users listed for each value.

Associations Page

  • Each row is an association.
  • Every instance has level ownership associations based on existing level owners. Level ownership associations have no codes.
From the toolbar, you can click:
  • Import
     from the toolbar to download the template and to import updated templates.
  • Export
    from the toolbar to download the existing associations.
When you click
View Details
 from a row, you can see all the connections created by the association.
  • View by Username
     tab lists the users in the first column. The next column lists all the levels, attributes, or dimensions the association connects to the user.
  • View by Level/Dimension Value
     tab lists each level, dimension, or attribute and then all the users associated with the value.