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Workday Adaptive Planning KB

Export Data

You can use Integration > Export Data to export account values from the currently-selected version into a comma separated value (csv) file which can be opened in Microsoft ExcelTM. It is in many ways similar to a download or printable view of a standard sheet. This page exports all specified accounts and their values. It optionally maps accounts to external account codes and level names, such as those seen during Import.

If your company has the NetSuite Integration option, this page also lets you export a budget version from Adaptive Insights into NetSuite. For more information on this feature, see NetSuite Budget Export.

To export your data, choose from the four sets of options, and select Export. Values on individual splits aggregate on export.

You can also export using the Custom Cloud Loader in Integration to export to external, cloud-based systems.

Format

This section lets you select how the accounts and levels are labeled in the Export file. Select Edit next to Format to see the choices:

See the Export Account and Export Level Mappings sections for how to set external export names.

  • Adaptive Planning Account Names and Codes - This option labels the exported data with the account names and level names found in Adaptive Insights.

  • External Account Codes - Labels the exported data with the account codes and level names established in the Export Account Mappings and Export Level Mappings. External account codes are extremely useful when importing Adaptive Insights data into other systems that require different account or level mappings. If an account or level does not have an Export Mapping it is excluded from the export by default. You can include all accounts and levels by selecting Include Unmapped Items, to give unmapped items the names they have in Adaptive Insights.

Filter

Select Edit to specify the accounts, levels, and time range to be included in the exported data. All data exports unless otherwise specified.

  • Accounts - This section displays a list of all accounts (GL, custom, metric, modeled, cube, assumptions and exchange rates) that exist in the model. You can Ctrl- or Shift-click to specify particular selections or ranges of accounts to include in the export. You can Ctrl-Shift-click within the Name column, then use a right-click context menu to check or uncheck multiple selections at once. Only visible nodes can be selected. If you select accounts that use different time strata such as month and quarter, the export will use the higher of the two (e.g. quarter).
  • Levels - This section lists all levels to which you have access. You can Ctrl- or Shift-click to specify particular selections or ranges of accounts to include in the export. You can Ctrl-Shift-click within the Name column, then use a right-click context menu to check or uncheck multiple selections at once. Only visible nodes can be selected.
  • Time Range - You can select the time periods to include by using the From and To drop-down selectors. The time selector dynamically updates to indicate the range based on the time strata of the accounts you select. If you select accounts that use different time strata such as month and quarter, the range displays the higher of the two (e.g. quarter).

Dimensions

Select the dimension or dimensions you want tagging the data in your export file. Select Edit to show a list of all custom dimensions in your model.

Rules

Select Edit next to Rules to see the options for:

  • Currency - Select the currency in which all monetary values should be exported. The default choice, "Use Level's Currency" will export each level's monetary values in the currency of that level.

  • Include Empty Rows - Rows that only contain zeroes or blank cells are excluded from the export by default. If you would like to include all of the accounts and levels you have specified for this export regardless of whether the account or level has data, select this option.

  • Include Account and Level Rollups- if no filters are being applied to the export, you can optionally choose to include rollup (parent) accounts and levels in the export by selecting this option. If filters are being applied, this option is unavailable, as rollups will be emitted if they are selected in the filters.

  • Include Time Rollups - if selected, the export will include columns for time rollups within the requested time range. If not selected, only individual default time stratum columns will be included.

Export Data

After setting your filters, dimensions, and rules, select Export.

Export Account Mappings

If you need to export account data from Adaptive Insights and you need to map those accounts to an external name for an external system, you can use Export Account Mappings to assist in the export.

You can set your export account mappings by visiting Integration > Export Account Mappings and following these steps:

  1. Navigate and expand the parent accounts to select the child level accounts you wish to map. Parent accounts cannot be selected.
    You can select/deselect all accounts by clicking the box at the top left, in the header of the Account Mappings list.

  2. To use the existing import name, click Use import name in the detail panel to the right, then click OK in the confirmation popup.

  3. If more than one item was selected, all of the selected accounts use their import names.

You can enter a custom external account name by visiting Integration > Export Account Mappings and following these steps:

  1. Navigate and expand the parent accounts to select the child accounts you wish to map. Parent accounts cannot be selected.
    You can select/deselect all accounts by clicking the box at the top left, in the header of the Account Mappings list.

  2.  Enter a custom name in the External account name field in the detail panel on the right. Click Cancel   if you'd like to discard your changes.

  3. Once you enter the name you want, click Save  .

  4. The External Export Account column will display your changes.

  5. If more than one account was selected, all of the selected accounts use the text you entered.

  6. Click Printable View  at the top of the page to view a spreadsheet containing all of the account mappings.

Export Level Mappings

If you need to export level data from Adaptive Insights  and you need to map those levels to an external level name for an external system, you can use Export Level Mappings to assist in the export.

You can set your export level mappings by visiting Integration > Export Level Mappings and following these steps:

  1. Navigate and expand the levels to select the levels you wish to map.
    You can select/deselect all levels by clicking the box at the top left, in the header of the Level Mappings list.

  2. To use the existing import name, click Use import name in the detail panel to the right, then click OK in the confirmation popup.

  3. If more than one level was selected, all of the selected levels use their import names.

You can enter a custom external export level name by visiting Integration > Export Level Mappings and following these steps:

  1. Navigate and expand the levels to select the levels you wish to map.
    You can select/deselect all levels by clicking the box at the top left, in the header of the Level Mappings list.

  2. Enter a custom name in the  External export level name in the detail panel on the right. Click Cancel    if you'd like to discard your changes.

  3. Once you enter the name you want, click Save   .

  4. The External Export Level Name column will display your changes.

  5. If more than one level was selected, all of the selected levels use the text you entered.

  6. Click Printable View   at the top of the page to view a spreadsheet containing all of the level mappings.

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