Workday Adaptive Planning

Overview

ReportWORQ supports the refresh of Excel-based reports created using the Workday Adaptive Planning OfficeConnect Excel add-in. These reports use specifications that are embedded into hidden properties on each worksheet. ReportWORQ understands these report specifications as well as how to use them to dynamically query data from Workday Adaptive Planning to update Excel worksheets. 

ReportWORQ helps you automate these reports by using ReportWORQ Parameters to copy sheets and adjust filter elements in the report specifications. In addition, ReportWORQ can respect and adjust certain workbook properties such as the Relative Start Date. ReportWORQ additionally supports Workday Adaptive Planning-specific Parameter types, driven by either Workday Adaptive Dimension or Attribute values. ReportWORQ also provides several proprietary formulas for reading and writing data in Workday Adaptive Planning, which are documented in the user guide under Excel Functions. 

ReportWORQ reads data from the Workday Adaptive Cloud REST API. ReportWORQ maintains a local cache, refreshed at a default daily interval, of Workday Adaptive Planning Metadata once a connection is configured to optimize performance. If metadata has changed it can also be refreshed manually in ReportWORQ's Workday Adaptive Planning connection configuration. 

This topic covers the configuration of a connection to Workday Adaptive Planning as well as Workday Adaptive Planning specific ReportWORQ Parameters. 

A connection must be configured in ReportWORQ by a ReportWORQ Administrator, to use Workday Adaptive Planning as a datasource.

Configuration

To add a Workday Adaptive Planning connection to the list of available Datasources, ReportWORQ administrators open the Administration screen then click the '+' button beside Datasources, and select the Workday Adaptive Planning option:

The required configuration is displayed in the right-side pane:

Distribution Credentials:

• Name: Any name can be selected for the connection, but defaults to 'Workday Adaptive Planning'

• Username & Password: Distribution credentials are required, and are the same credentials used to authenticate Workday Adaptive OfficeConnect. If Data Collection credentials are not enabled, they are also used for Data Collection.

• Authentication Token: The token provides an alternative way to authenticate with the Adaptive Workday API. The authentication token is acquired from the Adaptive instance.

• Auto Refresh Metadata: As noted above, ReportWORQ maintains a cache of the Workday Adaptive dimension structure locally. This allows ReportWORQ to only retrieve data values during a job run instead of pulling the entire dimension structure. The potential downside is that ReportWORQ may contain stale dimension structure data. This setting controls how often the metadata is refreshed, in hours. ReportWORQ displays a timestamp for the last refresh of metadata in this sidebar. The metadata can be refreshed manually by clicking the 'Refresh Workday Adaptive Planning Metadata'.

• Test: Clicking the '✓' button will either display a success message or show error messages with further information on missing or misconfigured settings.

• Save: The 'Save' button saves changes made to the connection.

• The Workday Adaptive Planning Datasource can be enabled or disabled by clicking the checkbox.

Data Collection Credentials:

• Username & Password: Data Collection credentials are optional. When enabled, they limit contributor access to specified areas of the system.

• Authentication Token: The token provides an alternative way to authenticate with the Adaptive Workday API. The authentication token is acquired from the Adaptive instance. 

Workday Adaptive Planning-Specific ReportWORQ Parameters

ReportWORQ has a Workday Adaptive Planning Dimension Parameter type that can be used in the following ways with Workday Adaptive Planning data when defining Jobs that use these Parameters in ReportWORQ:

• Manually select a List of Dimension Elements (the Manual "Burst Type" option)

• Dynamically source a List of Elements based on an Attribute selection (the Attribute "Burst Type" option)

This parameter type also provides a display type option, that defines which selected items get used at Job runtime:

• Details: include only selected detailed, leaf items, ignoring any consolidated items.

• Consolidation: include only selected consolidated items, ignoring any leaf items.

• Details and Consolidation: include all selected items. 

Please see Configuring Parameters for more information on using Parameters in ReportWORQ.