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Workday Adaptive Planning Knowledge Center

Planning Data Source

2021R1 Release Note

We update the Planning data source to save you time and effort. We now enable you to add new dimension and version filters, access local parameters during run time for loaders and tasks, and specify the external version values to be used at runtime while importing data. Also, you can use the data source to automatically authorize the current user.

Include Roll up Data

Release: 2021-03-12

You can now include account and level rollups for custom and cube sheets source in Manage Sources > Settings by selecting:

  • Include Account Rollups
  • Include Level Rollups

Account rollups are enabled by default for any preexisting or new Planning Data Sources. Level rollups are disabled by default.

See Set Up Adaptive Planning as a Data Source.

Additional Filters

Release: 2021-03-12

You can now add an optional dimension parameter to your Dimension source using the Manage Sources in Actions section.

When you select the dimension filter parameter, the import dimension data only returns the filtered dimensions based on the dimension filter. You can:

  • Only select the External Dimension parameter if your Planning credential is connected to an external instance.
  • Select the Shared Dimension parameter if your Planning credential is connected to a self instance.

When you select the version filter parameter, the import dimension data only returns the filtered dimensions based on the version filter. You can:

  • Only select the External Version parameter if your Planning credential is connected to external instance.
  • Select the Shared Actuals Version parameter or shared Plan Version if your Planning credential is connected to self instance.

We don't automatically select any dimension parameters.

See Set Up Adaptive Planning as a Data Source.

Shared Parameters

Release: 2021-03-12

You can now select shared parameters when your planning credential is connected to your local instance. This enables you to reuse the available shared parameters for other data sources.

See Set Up Adaptive Planning as a Data Source.

Automatically Authorize Users

Release: 2021-03-12

You can now enable Workday to authorize the current user for the Planning Data Source credential, saving them time by no longer requiring them to enter their information twice.

To enable this functionality, you must select the Use Currently Logged in User option in the Adaptive credential setup.

See Set Up Adaptive Planning as a Data Source.

Runtime Parameters

Release: 2021-03-12

You can now change the External Version parameter at runtime to return filtered data and run Import Data with the updated filter value.

Example: When you set the Version filter for a Sheet source to be an External Version parameter and run Import Data, we populate the Plan Version drop down list with versions that were available during the external version configuration.

See Set Up Adaptive Planning as a Data Source.

Import Data

Release: 2021-03-12

We update the Planning data source to no longer import the structure when you run the Import Data integration. If you change the structure, we return an error when you run the Import Data integration.

To update the structure, you must run the Import Structure integration before you run the Import Data integration.

See Set Up Adaptive Planning as a Data Source.

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