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Knowledge @ Adaptive Insights LLC, a Workday company.

Create Modeled Sheet Links

Only available with Adaptive Insights for Sales

Sales planning takes place in a separate instance from your finance model. You can synchronize sales and finance modeled sheets by linking from one to another across instances or within the same instance. You can link from sales sheets to finance sheets, which updates your sales data with the finance data. Or you can create bi-directional links between sales and financing.

This article describes linking sheets when the organizational structures match. You can link sheets with different organizational structures. See Link Modeled Sheets When Organizational Structures Don't Match for more information.

Links require a receiving sheet that pulls data and a sending sheet that delivers data:

Receiving Sheet

  • The sheet you link from is a receiving sheet. This is where you want updated data to appear.
  • A receiving sheet always pulls updated data when you refresh.
  • A receiving sheet can have more than one sending sheet.

Sending Sheet

  • A sheet you link to is a sending sheet. Sending sheets deliver their data to receiving sheets.
  • Multiple sending sheets can deliver data to a receiving sheet.
  • You can only refresh or pull data into a receiving sheet from one sending sheet at a time.

After you create a link, when you view the receiving sheet from the Sheets menu, the Refresh from another sheet button appears on the receiving sheet. When you select this button you select which sending sheet to pull data from. You can also select the version of the sending sheet.

The diagram below describes the process for creating and using modeled sheet links. The receiving sheet appears on the left and the sending sheet on the right.

Modeled Sheet Link Process Diagram

1 Create a link from the receiving sheet to the sending sheet or sheets.

2 Refresh the data on the receiving sheet by selecting Refresh data from another sheet.

3 Look at the receiving sheet to see what data refreshed from your sending sheet.

Before You Begin

  • Required permissions:
    • Model Management Access > Model
    • Admin Access
  • Check that your instances have a linked level and make sure that you have access to the level you are linking.
  • Identify your receiving and sending sheet so that you know what sheet will pull data and where the data gets pulled from.

Check Your Modeled Sheets 

Make sure that:

  • Your receiving and sending sheets:
    • Do not have splits.
    • Have the same row key definition and have the same columns in their row key definition. See the Manage Modeled Sheet Elements and Set Sheet Properties section of Create Modeled Sheets.
    • Have at least one column in common that is not in the key definition.
  • Your sending sheets have the same text selector columns as their receiving sheet.
  • If your sending sheets contain timespan elements that your receiving sheet version overlaps that timespan.
  • None of the dimensions in your sheets have the same name as levels in your sheets.

Link Modeled Sheets

  1. Navigate to Modeling > Model Management > Level Assigned Sheets.
  2. Select Link in the Action column for the receiving modeled sheet you are linking from. The text Link only becomes visible if you have Adaptive Insights for Sales.
    Link Modeled Sheet
  3. In the dialog box select the instance and sending sheet, then select Link. Repeat to add more sheet to link. The linked sending sheets display in the link list as you add them.
    Link Sheets Dialog
  4. Select Done.
  5. Hover over the link icon linkedmodeledsheet.png that displays in the level-assigned sheets list to see the sheet's links. Select the link icon to manage the links.

Modeled Sheet Link Icon Hovered

Create Bi-directional Links

If you want to refresh data bi-directionally, make sure both sheets link to each other. Each one becomes the sending sheet for the other:

  1. Create a link between two sheets as described in Create Modeled Sheet Links. Use any two linkable  sheets. The sheets do not need to have the same name, but they can have the same name. For example, the receiving Personnel sheet on the Finance instance links to the sending Personnel sheet from the Sales instance.
  2. Navigate to the sending sheet's instance if needed.
  3. Navigate to Modeling > Model Management > Level Assigned Sheets.
  4. Select Link for the sending sheet. For example, select Link for the Personnel sheet in the Sales instance.
    Link to Personel Receiving Sheet
  5. Select the instance and receiving sheet in the Link dialog. For example, select Adpative Finance and Personnel.
    Link to Finance Instance Personnel Sheet
  6. Select Done.
  7. Navigate to Modeling > Model Management > Level Assigned Sheets for each instance. Hover the Link icon linkedmodeledsheet.png to verify they link to one another.
    Verify Bi-directional Links

With both sheets linked to each other, select Refresh from another sheet on either one. The refresh pulls data from the other sheet. Refreshing is always a one-way pull into the receiving sheet.

Delete Modeled Sheet Links

  1. Navigate to Modeling > Model Management > Level Assigned Sheets.
  2. Select Link for the sheet you want to remove a link from.
  3. Select Delete deletesheetlink.png for the link you want to delete.
  4. Select Done.

Refresh Data in a Linked Modeled Sheet

Once your receiving sheet links, when you view the sheet you can manually refresh the data from any version of your sending sheet. Refresh from one sending sheet at a time, on demand, by selecting the Refresh from another sheet button.

linkrefreshbutton.png

  1. Open the sheet:
    • From the nav menu, select Sheets. From the list of sheets, select the modeled sheet to refresh.
    • For sheet charts, from the nav menu, select Dashboards. Select the perspective that contains your sheet chart.
  2. In the toolbar of the sheet, select Refresh from another sheet refreshModeledSheetData.png. For sheet charts, select sheetchartrefresh.png and select Refresh from another sheet.
  3. Select the source version for the sending sheet you want to refresh from. By default, the linked sheets all display "Do not refresh." Because you can only refresh from one sheet at a time, only select the source version for one sheet and leave all other listed sheets with Do no refresh. You can see the last time you refreshed from a sheet in the Last Refresh column.
    Refresh Data Dialog
  4. Select Refresh.The Refresh Summary indicates refresh status, shows errors, and lets you download the refresh summary.
    Refresh Data Summary
  5. Select Done.

If you want to refresh a receiving sheet from multiple sending sheets, repeat these steps for each sending sheet.