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Administrator Guide
Last Updated: 2023-06-23
Concept: Drill into Business Objects and Actuals from Adaptive Planning

Concept: Drill into Business Objects and Actuals from Adaptive Planning

Drilling into Workday enables users to navigate from Workday Adaptive Planning into Workday Core Financials or HCM details.
You can set up a Workday external system and associate it with a mapping profile in a Planning Data Loader. The external system enables drilling from a standard sheet and HTML report, through Explore Cell, into Workday business objects and actuals. When someone clicks to drill or accesses the related actions menu, Adaptive Planning connects and reveals the Workday business objects or actuals transactions underlying the data.
You can also set up a Workday external system so that you can publish plans. Publishing requires mapping the accounts in Adaptive Planning to ledger accounts in Workday. Publishing also requires mapping the levels to an organization in Workday. The mappings ensure that data publishes to the appropriate accounts.

Drill into Workday Actuals

Drilling into Actuals is available at the intersection of the lowest level and account. Drilling works by passing Adaptive Planning level, account, time period, and other dimensions that represent a data cell back into Workday. The information that passes back to Workday applies to a Workday matrix report definition and renders the report in a new browser tab. You can define a single report in Workday for all accounts or specific reports per account or account hierarchy.

Drill into Workday Objects

A related actions icon displays in the Cell Explorer when you hover over a dimension, level, or account that loaded from Workday. When you click the icon, a new tab navigates to the Workday business object content. Combined level and dimensions like
Cost Center + Region
 display as two objects off of the related action. The first object displays for
Cost Center
, the second object for
Region
. The delimiter must be defined in the external system configuration for concatenated objects.

Drill Through to Actuals from Cube Sheets

You can drill from cube sheets that contain Workday actuals data. The cube sheet dimensions and accounts pass through to Workday as report parameters to populate a Workday report. You can select
Drill Through
 from a cell context menu or in the cell explorer. The reports and parameters come from these settings in the Workday external system:
  • Drill report
    .
  • Affected Accounts
    .
  • Report parameter mapping.
The selected drill reports and affected accounts enable drilling to different Workday reports for different accounts in the same cube sheet. You can only select child accounts for the affected accounts. Attributes from Adaptive Planning can't pass as parameters to Workday.

Drill into Details

You can right-click a cell in a modeled sheet and click Drill into Details to:
  • Load the Workday convenience view if only one Workday dimension contributes to the cell.
  • Select from a list of Workday business objects to load the convenience view if multiple Workday dimensions map to one Adaptive Planning dimension for the cell.

Workday Reports Settings for Drilling

The report you drill into must:
  • Be a matrix report.
  • Be shared with the
    Adaptive Integration System Security Group
     and the Security Group of the end user.
  • Use these prompts and filters:
    • Level
    • Account
    • Start Date
    • End Date
Consider using these recommended prompts and filters:
  • Each dimension (split) in the Adaptive Planning data structure.
    Example: Revenue and Spend Category, Cost Center.
  • Use the filter option
    Exact match with selection list
     if you want to filter on a blank dimension.
  • Use the option
    Prompt the user for the value and ignore the filter condition if the value is blank.
     for
    Comparison Type
     on the filter for these dimensions.