Overview
DataBlend currently collects the following Workday Adaptive Planning data types:
- Accounts
- Attributes
- Times
- Configurable Model Data
- Data
- Dimensions
- Dimension Values
- Levels
- Versions
Metadata
Attributes
Configuration
Field |
Required/ Optional |
Comments |
---|---|---|
Type |
Required |
Workday Adaptive Planning |
Name |
Required |
Descriptive free-text name for the collector |
Data Source |
Required |
Select a pre-configured data source from the drop down or click Create New to create a new data source. |
Schema Name |
Required |
Enter a name for the schema where the collected data will be stored. This can be a pre-configured schema or a new schema which will be created the first time the collector is run. |
Credential |
Required |
Select a pre-configured Workday Adaptive Planning credential from the drop-down. |
Adaptive Collector Type |
Required |
Export Attributes |
Collected Data
The Adaptive attribute metadata collection returns the complete set of all custom attributes (excluding the trading partner system attribute for consolidation instances), including all of their member values. DataBlend makes these available in a tabular format with the following columns:
Column Name |
Description |
---|---|
rowtype |
Value will be either Attribute or AttributeValue. Indicates whether the row represents a custom attribute or the value of a custom attribute. |
parentid |
Populated for attribute values only. Indicates this value's parent attribute or attribute value. |
id |
Workday Adaptive Planning internal id number. This value is required when making updates to the attribute or attribute value. |
name |
Name of the attribute or attribute value. |
type |
Populated for attributes only. Indicates whether the attribute can be applied to a Workday Adaptive Planning account, level or dimension. |
autocreate |
Populated for attributes only. Indicates whether an attribute value can be created automatically for this attribute when data is loaded. If 0, attribute values will not be created. If 1, attribute values will be created. |
keepsorted |
DataBlend is aware of an issue where no values for keepsorted are returned. |
dimensionid |
Populated for attributes of type dimension only. Indicates the custom dimension the attribute is associated with. |
seqno |
Per Adaptive API docs:
|
Example:
rowtype |
parentid |
id |
name |
type |
autocreate |
keepsorted |
dimensionid |
seqno |
---|---|---|---|---|---|---|---|---|
Attribute |
|
1 |
Level Attribute |
level |
0 |
|
|
22 |
Attribute |
|
2 |
Demo Attribute |
dimension |
1 |
|
76 |
1 |
AttributeValue |
1 |
15 |
Parent Value |
|
|
|
|
|
AttributeValue |
15 |
25 |
Child Value |
|
|
|
|
|
Configurable Model Data
Is Global specifies if the sheet is User Assigned Sheet or a Level Assigned Sheet.
“True” - the sheet is a User-Assigned Sheet. Integration user should be given access to this sheet type.
“False” - the sheet is a Level Assigned Sheet. For Level Assigned Sheet this setting can be “Not Set”.
Dimensions
Configuration
Field |
Comments |
---|---|
Type |
Workday Adaptive Planning |
Name |
Descriptive free-text name for the collector |
Data Source |
Select a pre-configured data source from the drop down or click Create New to create a new data source. |
Schema Name |
Enter a name for the schema where the collected data will be stored. This can be a pre-configured schema or a new schema which will be created the first time the collector is run. |
Credential |
Select a pre-configured Workday Adaptive Planning credential from the drop-down. |
Workday Adaptive Planning Collector Type |
Export Dimensions |
Version Name |
If selected, only dimensions associated with this version will be collected. |
Dimensions |
Only information for the selected dimension(s) is returned. |
Include Attributes |
If true, attributes and attribute values for the dimensions are collected. |
Include Dimension Values |
If true, dimension values are also collected. |
Include Inaccessible Values |
If true, values inaccessible to the current user are collected. Defaults to false. Only users with the "Modeling" or "Import to all levels" permissions may set this option to true. |
Collected Data
Description |
|
---|---|
rowtype |
Value will be one of Dimension, DimensionValue, or Attribute Indicates whether the row represents a custom dimension, a dimension value or an attribute value. |
parentid |
Populated for DimensionValue and Attribute rows only. If rowtype is DimensionValue, indicates the value’s parent dimension. |
id |
Populated for Dimension and DimensionValue. Workday Adaptive Planning internal id number. This value is required when making updates to the dimension, dimension value or attribute value. |
name |
Name of the dimension, dimension value or attribute. (The value of the attribute is in the value column.) |
shortname |
Populated for dimensions and dimension values only. As configured in Workday Adaptive Planning. |
autocreate |
Populated for dimensions only. Indicates whether a dimension value can be created automatically for this dimension when data is loaded. If 0, dimension values will not be created. If 1, dimension values will be created. |
listdimension |
Populated for dimensions only. Indicates whether the dimension is a list dimension (1) or not (0). |
keepsorted |
Populated for dimensions only. Indicates whether the dimension is kept sorted in the Workday Adaptive Planning UI. |
useonlevels |
Populated for dimensions only. 1 if the selected dimension can be used on levels, 0 otherwise. |
seqno |
Per Workday Adaptive Planning API docs:
|
description |
Populated for dimension values only. |
value |
Populated for attribute row types only. |
attributeid |
Populated for attribute row types only. The id of the attribute. This value can be matched to an attribute collected via Export Attributes. Use parentid to associate the attribute value to a dimension. |
valueid |
Populated for attribute row types only. The id of the attribute value. |
Levels
Configuration
Field |
Comments |
---|---|
Type |
Workday Adaptive Planning |
Name |
Descriptive free-text name for the collector |
Data Source |
Select a pre-configured data source from the drop down or click Create New to create a new data source. |
Schema Name |
Enter a name for the schema where the collected data will be stored. This can be a pre-configured schema or a new schema which will be created the first time the collector is run. |
Credential |
Select a pre-configured Workday Adaptive Planning credential from the drop-down. |
Workday Adaptive Planning Collector Type |
Export Levels |
Version Name |
If selected, only levels associated with this version will be collected. |
Include Groups |
If true ,a comma-separated list of all groups the level is in is collected. |
Include Inaccessible Values |
If false, the response will only include levels to which the user has data access, either direct or implied. Note that this means the response may no longer be a single rooted tree of levels, but may be a series of disjoint subtrees of the overall tree. |
Include Uncategorized |
If true include phantom levels. Phantom levels are included in the response only when the user has access to them. |
To learn more about Workday Adaptive Planning API requirements, please visit Login. Simply login to your Workday Adaptive Planning account, click the question mark in the upper right corner, and navigate to API documentation.