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Administrator Guide
Last Updated: 2024-06-14
FAQ: Drill into Metadata

FAQ: Drill into Metadata

What can I drill into?
You can drill into data intersections that:
  • Contain actuals data loaded into standard accounts.
  • Exist at the lowest level and account.
  • You access in standard or cube sheets or from Explore Cell.
  • You access in HTML reports, via Cell Explorer.
  • You loaded through Workday Data Management.
You can drill into metadata objects that:
  • You loaded through Workday Data Management.
  • You access from Explore Cell.
You can drill into details from an Adaptive Planning modeled sheet for:
  • Workday business objects when a single Workday dimension maps to a single Adaptive Planning dimension to see the convenience view.
  • Workday business objects when multiple Workday dimensions map to a single Adaptive Planning dimension to select from a list for a convenience view.
You can drill through from an Adaptive Planning cube sheet for:
  • Workday actuals data loaded from Workday Data Management.
  • Adaptive Planning cube standard accounts.
What are some limitations on drilling?
You can't drill from the root of a level or dimension.
You can't drill from a cube sheet if you select attribute values other than all levels.
Drill through from leaf levels uses your data loader mappings, while drill through from rollups uses your metadata loader mappings.
General Ledger accounts in Adaptive Planning must map to ledger accounts in Workday Financials.
If you have
[Blank]
 and
[Ignore]
 in your metadata mapping for levels or dimensions, you must create manual export overrides. Example: Map an only level to prevent duplicated plan lines when publishing.
What are the basic requirements for drilling into metadata?
You fully enabled Integration with Workday in
Administration
General Setup
.
You created a Workday credential.
You loaded all data through Integration using WIDs on the
Source ID Column.
.
All of your mappings from Workday to Adaptive Planning levels, accounts, and dimensions are 1:1.
All users who need to drill have the
Drill into Workday Numbers
 permission.
Why is Drill into Workday grayed out when I right-click a number in Workday Adaptive Planning?
Access data at the lowest level and account combination. You can only drill when you view the lowest layer of your levels and accounts. You can't drill into rollups.
Ensure that you linked a mapping profile to Workday. Use the same mapping profile to load data and create the Workday external system.
Hover over the level and account in the Explore Cell window and check for the related actions menu. When you hover over the related actions menu, look for a link to drill into that Workday object.
  • If more than 1 option displays when you hover the related actions menu, check for a many-to-1 mapping issue in your mapping profile. All mappings (Workday object to Adaptive Planning object) require that you use only the WID on the
    Source ID
     column.
  • Check all of the loaders and ensure that they all map using the WID on the
    Source ID
     column. You can delete and recreate the mapping profile without affecting the data you already loaded.
Why can't I see the matrix report that I created in Workday in my Workday external system?
Check if:
  • You shared with the Integration System Security Group (ISSG) user in Workday.
  • The report uses the
    Enabled for Worksheets
     option in Workday.
Why is Drill Into Details grayed out when I right-click on a number?
It can take 1 to 2 seconds for the option to display after you click. You can only drill into the lowest level and account. You can't drill into (Only) levels.
Why isn't my Adaptive Planning attribute for a Region Code passed to Workday as a parameter when I select Drill Through on a cube sheet?
Drilling from cube sheets doesn't support passing Adaptive Planning attributes as report parameters. When you use an attribute in a cube sheet, select the All location for your region code attribute to drill.
What if the user receives report errors the next time they next access Workday?
Check the Workday security settings to ensure that:
  • You shared the matrix report with the user trying to drill.
  • The user can access all of the objects in the report, Organizations, worktags, fields and calculated fields.
Ask the user to run the report and enter each prompt to check if they can see all of the data.