Overview
DataBlend provides data targets for loading data from a query to Workday Adaptive Planning. The following are supported:
-
Import Transactional Data
-
Import Standard Data
-
Import Configurable Model Data
-
Import Cube Data
-
Import Transactions
-
-
Update Metadata
-
Update Attributes
-
Update Dimensions
-
Update Levels
-
Update Accounts
-
General Settings
All Workday Adaptive Planning data targets have the following configuration options:
|
Setting |
Required/ Optional |
Description |
|---|---|---|
|
Query |
Required |
Select the query that will generate the data for this target. |
|
Credential |
Required |
Select a configured Workday Adaptive Credential. |
|
Instance Code |
Optional |
If the user specified in the credentials has access to more than one instance of Workday Adaptive Planning, this attribute can be used to specify that the user is intending to access an instance other than their default instance. If not specified, the user's default instance will be used. |
|
URL |
Optional |
Enter script URL |
|
Workday Adaptive Planning Data Target Type |
Required |
Select one of the supported target types. |
Transactional Data Loads
Import Standard Data Settings
Basic Configuration
|
Setting |
Required/ Optional |
Description |
|---|---|---|
|
Workday Adaptive Planning Data Target Type |
Required |
Import Standard Data |
|
Version Name |
Optional |
A list of versions configured in the Workday Adaptive Planning environment. These can be either Plan or Actuals versions. The type of the Version overrides the choice of the Plan or Actuals setting. |
|
Plan or Actuals |
Optional |
Whether the selected version is a planning or actuals version. |
|
Is Default |
Optional |
|
|
Allow Parallel |
Optional |
|
|
Move B Ptr |
Optional |
|
|
Use Mappings |
Optional |
|
|
Erase Data |
Optional |
|
Erase Data has recently been introduced by Workday Adaptive Planning as a replacement for Erase Actuals. Used in the context of a Data Target, the intention is to clear previously loaded data and to replace it with up-to-date data.
Erase Data does not support mapping. Accounts are identified by code; levels and dimension values by name.
When Erase Data is true, the following additional configuration options are displayed:
|
Setting |
Description |
|---|---|
|
Account Type |
GL or Custom |
|
Use Custom Date Range |
If false, the date range will be determined from the query column headers. If true, the date range can be set to an arbitrary range. |
|
Include Cell Notes |
If set to "true", then Erase Data erases all cell notes in the selected version, account type, and time range (and account-level combinations matching the filters, if they are specified), regardless of whether it also erases the data from the cell. If "false", no cell notes will be deleted. |
|
Filter Mode |
None or Auto If set to “None”, all data will be erased from the selected version. If set to “Auto”, the relevant Levels and Accounts from which to erase data will be determined from the query. |
Queries which provide data for the Import Standard Data target must provide the following columns
|
Account |
Level |
Split Label |
Month 1..n |
Other columns may be included between Split Label and the Month headers, if the Workday Adaptive Planning configuration requires them.
Import Configurable Model Data
Basic Configuration
|
Setting |
Description |
|---|---|
|
Workday Adaptive Planning Data Target Type |
Import Standard Data |
|
Version Name |
A list of versions configured in the Workday Adaptive Planning environment. These can be either Plan or Actuals versions. The type of the Version overrides the choice of the Plan or Actuals setting. |
|
Plan or Actuals |
Whether the selected version is a planning or actuals version. |
|
Is Default |
Optional. |
|
Allow Parallel |
Optional. |
|
Move B Ptr |
Optional. |
|
Use Mappings |
Optional. |
|
Sheet Name |
Indicates which sheet should receive the imported data. |
|
Sheet Is User Assigned |
If “true”, the sheet is a User-Assigned sheet (found on the Assumptions screen). If “false”, the sheet is not User-Assigned (and therefore found on the Sheets screen). |
|
Erase Data |
Optional. |
The query columns must match the columns configured in the Workday Adaptive Planning sheet. If DT errors with error message Missing required field(s): "Is Split Child Row" add this field to the query as empty string.
Import Cube Data
Basic Configuration
|
Setting |
Description |
|---|---|
|
Workday Adaptive Planning Data Target Type |
Import Standard Data |
|
Version Name |
A list of versions configured in the Workday Adaptive Planning environment. These can be either Plan or Actuals versions. The type of the Version overrides the choice of the Plan or Actuals setting. |
|
Plan or Actuals |
Whether the selected version is a planning or actuals version. |
|
Is Default |
Optional. |
|
Allow Parallel |
Optional. |
|
Move B Ptr |
Optional. |
|
Use Mappings |
Optional. |
|
Sheet Name |
Indicates which sheet should receive the imported data. |
|
Sheet Is User Assigned |
If “true”, the sheet is a User-Assigned sheet (found on the Assumptions screen). If “false”, the sheet is not User-Assigned (and therefore found on the Sheets screen). |
|
Erase Data |
Optional. |
Erase Data has recently been introduced by Workday Adaptive Planning as a replacement for Erase Actuals. Used in the context of a Data Target, the intention is to clear previously loaded data and to replace it with up-to-date data.
Currently, Erase Data does not support mapping. Accounts are identified by code; levels and dimension values by name.
When Erase Data is “true”, the following additional configuration options are displayed:
|
Setting |
Description |
|---|---|
|
Use Custom Date Range |
If false, the date range will be determined from the query column headers. If true, the date range can be set to an arbitrary range. |
|
Include Cell Notes |
If set to "true", then Erase Data erases all cell notes in the selected version, account type, and time range (and account-level combinations matching the filters, if they are specified), regardless of whether it also erases the data from the cell. If "false", no cell notes will be deleted. |
|
Filter Mode |
None or Auto If set to “None”, all data will be erased from the selected version. If set to “Auto”, the relevant Levels and Accounts from which to erase data will be determined from the query. |
Import Cube Data Query
The query columns must match the columns configured in the Workday Adaptive Planning sheet.
Import Transactions
Transactions can be deleted prior to new data being loaded. The deletion can be done based on date range, transaction type or both.
If you do not wish to delete transactions prior to loading, then set
-
Delete By Date Range = “false”
-
Delete Transaction Types= blank
|
Setting |
Description |
|---|---|
|
Delete By Date Range |
Set to “true” if transactions should be deleted based on date range. Set to “false” if transactions should not be deleted based on date range. If transaction type is not specified, all transactions given for the date range will be deleted. |
|
Custom Date Range |
Only if Delete By Date Range is true. If “false”, the date range is determined from the data to be loaded. If “true”, the user must enter the dates from which transactions will be cleared. |
|
Delete Transaction Types |
Select one or more transaction types from which to delete transactions. If no date range is specified, all transactions of the specified types will be deleted regardless of their dates. |
The query columns must match the Workday Adaptive Planning transaction field configuration.
Advanced
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.
History Retention
History Retention (Days) allows users to decide how long they want the information from their data targets to be stored. This field is optional.
Timeout (seconds)
The Timeout section allows users to determine if they would like to timeout collections taking longer than a set number of seconds to collect data.
Skip If No Records Found
The “Skip if No Records Found” button is used to eliminate sending information to Data Targets unnecessarily. Simply enable the “Skip if No Records Found” toggle. The use of this toggle is optional.
Agent
The Agent drop-down for users to select any agent they have established. This is optional.
Run As
Run As allows users to select from a drop-down list of users to run the Workflow. This is optional. Please note that Run As is only available to Admin users. If a user is set as the Run As and then demoted to a Member, the user which demoted the Run As user will instead be set as the Run As.
Schedule & Presets
Link to Schedule and Presets
Metadata
Update Levels
To Update Levels and their Attributes in Workday Adaptive Planning a Level row is required as a header followed by Attributes. Working query result example:
Create Levels
Similar to the above to Create Levels and their Attributes in Workday Adaptive Planning a parent Level row is required as a header followed by child Levels and their Attributes. Working query result example:
Create/Update Dimension Values
To Create or Update Dimension Values in Workday Adaptive Planning a Dimension row is required as a header followed by Dimension Values.
Working query result example with required fields only.
Templates
An Excel template (some fields to be updated) is provided for each supported Workday Adaptive Planning Insights metadata type. The template provides correct column headers, descriptions of each column (taken from the Intacct API documentation), mappings to Intacct collection columns and an indication of the primary key and required fields for each table.