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Workday Adaptive Planning Knowledge Center

Integration

2020R1: Release Notes for Integration

Bulk Update Modeled Sheet Rows

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Update Modeled Sheet Rows - What's New 2020R1
 

You now get additional options when you import data to modeled sheets. 

Update Rows by Uploading a Spreadsheet

When you import into a modeled sheet you get two options to update existing rows:

  • Update existing rows.
  • Update existing rows and add new rows.

Indicate the dimension or level your upload should use as the import key, and matching rows throughout the sheet update. When a single row in the import matches multiple rows in the modeled sheet, all matching rows get updated.

For importing modeled sheet data, you may get an error if the sheet has duplicate column names, even if the template does not. To correct, remove duplicate column names from the sheet. For instructions on how to change the column names, see Add or Edit Modeled Sheet Columns.

Best Practice: Download your modeled sheet data, then create a version from the sheet version selector or in the Version Admin. Test your update in the new version to verify you get the results you want.

See Spreadsheet Import.

Update Rows Using a Planning Data Loader

When you create a Planning Data Loader, select the modeled sheet to update and indicate the dimension or level column to use as the key for row matching.

See Create a Planning Data Loader.

Update Rows by Making an API Request

Use the importConfigurableModelData API to update. Set the level column or dimension column as the import key for rows you want updated. You get two options for how the update works:

  • Update: Only matching modeled sheet rows update. Get a warning when matching rows aren't found.
  • Update and add new rows:  Create new rows when the import key doesn't find matching rows to update.

See importConfigurableModelData.

Export Groups Using APIs

Use the new exportGroups API to export the user groups in an instance. Both exportUsers and exportLevels APIs now indicate groupIds to show what groups a user or a level belongs to.

See exportGroups and exportLevels.

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