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Administrator Guide
Last Updated: 2024-09-20
Create Supplemental Data in AP&C

Create Supplemental Data in AP&C

You create Supplemental Data in Adaptive Planning and Consolidation (AP&C) using a predefined Supplemental Data Template to generate a workbook that you can use to enter data.
You can create only 1 Approved Supplemental Data with the same grouping dimension of:
  • Company
  • Period
  • Time Period
  • Supplemental Data Template
If you create and approve a Supplemental Data with the same grouping dimension, Workday:
  • Replaces the previous Supplemental Data with a status of
    Replaced
  • Gives the new Supplemental Data a status of
    Approved
    .
You can only have 1 Supplemental Data workbook with the same grouping dimension.
Each entity, regardless of whether it transacts in or outside Workday must submit the supplemental data using the
Create Supplemental Data
 task to report off a single Supplemental Data Row report data source (RDS).
Once you create the Workbook, Workday evaluates the
Process: Supplemental Data
 domain and evaluates contextual security to determine if a user can access a file and what are their permissions. Example: View, modify, and so on.
  1. Access the
    Create Supplemental Data
     task.
  2. As you complete the Supplemental Data details, consider:
    Option Description
    Company
    Select the company for which you want to enter Supplemental Data.
    Supplemental Data Template
    Select a Supplemental Data Template from your tenant.
    You can only use templates with a status of
    Inactive: No
    .
    To maintain templates and their statuses, see Maintain Supplemental Data Templates in AP&C.
    Period
    Select the appropriate fiscal period. You can only select Actuals.
    Workday will only display the fiscal periods associated with the fiscal schedule that you configured on the selected Supplemental Data Template.
    Time Period
    Select the supplemental data collection period.
    You can select Current, YTD, MTD, and so on.
    Name
    Enter a name for the Supplemental Data. The name will also be the name of the created workbook and how Workday will display it on the
    Supplemental Data Hub
    .
    Currency
    Workday automatically populates the field in the Primary ledger currency of the Company selected. To enter supplemental data in a currency other than the primary ledger currency of the Company, you can modify this prompt value.
    Number of Rows
    Enter a numeric value between 1 to 2,000 to prepopulate the number of data rows you want to display when you create a Supplemental Data workbook.
  3. Click
    OK
    .
    Workday:
    • Generates a workbook that displays the name, number, and type of columns as you defined in your Supplemental Data Template.
      For Supplemental Data Templates that have at least 1 Currency Data type, Workday automatically creates the first column and named currency. The column is read-only and is derived from the currency of the supplemental data you’re creating.
  4. To add additional rows to the Entry Area (green dotted line) in the workbook:
    1. Right-click a column and select
      Multiple Rows
      .
    2. In the
      Insert Multiple Rows
       page, specify the number of rows you want to insert and click
      OK
      .
  5. Enter values in the Entry Data area (green dotted area).
    • You can enter data:
      • Manually.
      • Using the clipboard functionality.
      • Linking values from other cells. Example: cell references.
      • Entering formulas.
  6. For documents in a
    Draft
     status, you can perform these actions:
    1. (Optional): Right-click in the workbook to add comments for the entire workbook and cell reference.
    2. (Optional) Click
      Actions
       and then select
      Supplemental Data
      Maintain Attachments
      to attach documents to support the data you’re submitting.
    3. Click
      Actions
       and then click
      Supplemental Data
      Submit
       to initiate the
      Detailed Supplemental Data Event
       business process.
    4. Click
      Actions
       and then select
      Supplemental Data
      Copy
       to copy the entire workbook.
    5. Click
      Actions
       and then select
      Supplemental Data
      Cancel
       to cancel the workbook.
      Once you approve the workbook, you can't cancel it.
  7. For documents in an
    Approved
     status, you can perform these actions from the related menu of a workbook: