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Workday Adaptive Planning Knowledge Center

Using Data Sources

Describes how to set up data sources, provides best practices, presents tutorials for getting started and offers troubleshooting information for common situations.

The first thing you need to do is set up data sources. A data source specifies the location of the spreadsheet or database from which to extract information. It also contains information such as the user ID and password, configuration information for which columns or tables to use, and other information needed to access and extract the data you want.

Integration can import data from many places, including Excel spreadsheets, JDBC databases, on-premises sources, cloud sources, Workday, Salesforce, Intacct, Microsoft Dynamics GP, and NetSuite. All the worksheets in a spreadsheet are imported every time. You can import a whole database or, if the database is large or you only need specific information, you can select which columns or tables of information to use from a database by the database’s schemas. One schema could have sales data and another schema could have expense data. After you have imported the information, the data can be filtered using SQL expressions.

In addition, if you have data that requires you to combine or filter based on multiple spreadsheets or databases, you can set up specialized data sources called “table groups” that can use SQL joins to combine and then filter information from different places.

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