Workday Adaptive Planning Private Preview

Workday Adaptive Planning provides budgeting, forecasting, reporting, and analytics for businesses of all sizes.

Features

Setup guide

Follow our step-by-step Workday Adaptive Planning setup guide to connect Workday Adaptive Planning with your destination using Fivetran connectors.

Sync overview

In every sync, we extract the metadata tables and custom reports from your Workday Adaptive Planning account. The metadata tables include information about the structure of your data, such as, accounts, levels, dimensions, attributes, currency, and versions. The custom reports contain the actual data you have defined in your Workday Adaptive Planning reports.

We perform full re-imports for both metadata tables and custom reports.

Schema information

This schema applies to all Workday Adaptive Planning connections.

Explore Workday Adaptive Planning schema ERD

Explore the interactive ERD

Schema notes

We sync metadata tables along with custom reports from your Workday Adaptive Planning account. The ERD above shows the metadata tables and an example custom report table. The actual custom report tables depend on the reports you have created in your Workday Adaptive Planning connector setup account.

For custom reports, we receive the data from the Workday Adaptive Planning API in wide format. For example:

We transform the data into long format to make it easier to analyze over time. The transformation involves unpivoting the fiscal year columns into a single time column and corresponding value column.

Here is the data in long format:

Custom reports primary key

For custom reports, we create a composite primary key using the predefined columns and custom dimensions selected by the user.

Predefined columns include:

• version_name
• account_name
• account_code
• level_name
• time

Custom dimensions include, dimensions that are selected by the user.