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Workday Adaptive Planning Knowledge Center

Set Up Adaptive Insights as a Data Source

Explains how to set up a Planning Data Source to load data and metadata from another instance of Adaptive Insights.

You can use Adaptive Insights as a data source to import metadata and data from your current Adaptive Insights instance, or another instance. When you set up a Planning data source, you need to create an Adaptive Insights credential. The Adaptive Insights credential lets you reuse authentication details with more Adaptive Insights data sources or loaders.

Watch the video: 3m 16s

Adaptive Insights as a Data Source

Before You Begin

  • Create an Adaptive Insights Data Source Credential
  • Verify that the Adaptive Insights credential you select for this data source has the permissions and dimensional access for the metadata and data you need. 
  • Permissions required: Integration > Data Designer and Integration Operator

How You Get There

Navigation Icon5.png Go to nav menu navicon.gif > Integration > Design Integrations. 

Basic Steps

  1. Create an Adaptive Insights credential.
  2. Create a Planning data source.
  3. Select the Adaptive Insights sources, such as sheets, dimensions, levels, accounts, attributes, time periods, and versions to import.
  4. Import the Adaptive Insights structure from the sheets or accounts.
  5. Import the Adaptive Insights data from staging tables.
  6. Automate Adaptive Insights imports using an integration task.

Create an Adaptive Insights Credential

Follow the steps to Create an Adaptive Insights Data Source Credential.

If your instance is Workday-enabled and you synchronized users from Workday to Adaptive Insights, you must select a Workday Credential for your Planning data source.

Create a Planning Data Source

  1. Expand Data Sources in the Component Library and select Create New Data Source.
  2. Select Planning Data Source.
  3. Enter a unique name for the data source and select Apply.
  4. Select an existing Adaptive Insights credential. If one doesn't exist, create it using the steps described earlier.
    You can select a Workday Credential if the Adaptive Insights users synchronized from Workday.
  5. Save the data source settings.
  6. Select Test Connection to verify your credential settings work.

Select Adaptive Insights Sources to Import

The Adaptive Insights data source only imports from the sources you select.

  1. Select the Planning Data Source you just created in the Component Library if it isn't already selected.
  2. Select Manage Sources in the Actions pane.
  3. Select the Sources folder in the Manage Sources dialog.
  4. Select Add beneath the Sources folder, or right-click on the Sources folder and select Add to select a:
    • Folder to create a container for organizing your sources
    • Account source
    • Attribute source
    • Cube Sheet and its levels, version parameter, and period range
    • Level source 
    • Modeled Sheet and its level and version parameter, and optional period parameter
    • Custom source from your selection of dimensions, account, levels, version, and period range from anywhere in your instance. See the Create Parameters for Filters in Custom Sources section for more information.
    • Time source
    • Version source
  5. Give the source a name indicating how you will use it and select Apply. For example, if this source contains an expense sheet for 2019, you could name it "expense sheet 2019"
  6. Repeat these steps to add all of the Adaptive Insights sheets and model elements you want to import. Each source becomes a separate table in the staging area.
  7. Select Save in the Actions Pane.

Create Parameters For Filters in Custom Sources 

When you create a Custom Source you select parameters for the Account, Level, Version, and Period Range in the Adaptive Insights instance your credentials connect to. You need to create parameters before you can select them. Remember, these parameters relate to what you can select on the external Adaptive Insights instance.

The word External you see when you create these parameters reminds you that you are creating them for an external Adaptive Insights instance.

  1. Select Edit Parameters in the Settings tab for the Custom Source.
  2. Right-click the Local folder and select Add in the Edit Parameters dialog.
  • Select External Version to choose the version you want to use.
  • Select External Level Single to choose a single level.
  • Select External Level Multiple if you want to choose more than one level.
  • Select External Account to choose the accounts you want to use.
  • Select Period Range to configure a fixed or dynamic period range.
  1. Give your parameters names that let you understand their use. 
  2. Select Apply.

With local parameters created, you can now select them for the Account, Level, Version and Period Range filters in the Custom Source.

Import Structure From Adaptive Insights Sources

After you select the Adaptive Insights sheets and model elements to import, import their structure before importing their data.

  1. Select Import Structure and view the import progress.
  2. Close the Import Structure dialog.
  3. View the Data Components for the tables and columns you imported. All of the sources you chose from Manage Sources also automatically appear in the staging area so you can preview the data they contain.
  4. Save the data source.

Customize Table Settings

You can customize how data from each Adaptive Insights table imports.

  1. Select the triangle next to the table name in the Staging Area.
  2. Select Table Settings.
  3. Change the settings. What you can choose varies depending on the table columns.
  • Data Import Mode:
    • All records replaced each time a data import is run
    • All received rows are new and so should be added
    • All records that fall within a period range transmitted (available only if a source sheet contains a Timespan)

Page Cube Sheet Data by Time Strata

If you set a period parameter you can page cube sheet import data by the time strata that appear in that cube sheet. For example, you can select from Year, Month, or Quarter if those time strata exist for the sheet. Paging breaks apart the import request by time strata, making large cube sheet imports more efficient. The import progress indicates the status of each page load.

Import Data From Adaptive Insights

Once the Adaptive Insights sheet and model element structures import, you can import their data.

  1. Drag any additional Adaptive Insights tables you might want from the Data Components area into the Staging Area
  2. Select Import Data in the Actions Pane. The data gets processed by your import filters and parameters.
  3. Provide any needed values for parameter prompts that appear at run-time.
  4. View the import progress for any import errors or messages.
  5. Review the data in the Staging Area. Imported data remains there until you clear it by selecting Clear staging tables in the Actions pane.

After you import ot the staging tables, you can load from staging into Adaptive Insights with a loader.

Reimporting Dimension Values After Deleting One in the Dimension Admin 

If you reimport dimension values after deleting one in the Dimension Admin, a row for the deleted dimension value appears in the staging area. The row contains a hidden isDeleted column set to True in the staging table preview.

To get rid of this row, clear your staging table and reload it.

Automate Imports Using an Integration Task

With a data source set up, you can create an Integration Task that runs this loader on a schedule automatically.

Any Integration Task can have one or more loaders. A task can contain other tasks, like a Planning Data Loader, a Planning Account Loader, or a Scripted Loader.

Best Practice: Have separate Integration tasks for each loader.

If a task contains multiple loaders, parameters from each loader display in a prompt when the task runs. If there is a common or shared parameter in the loaders within a task, the task prompts for the parameter only once. You can choose to override parameter prompts. 

For scheduled runs of the task, default values of the parameters are used.


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