Workday Adaptive Wiz

This summer 2024, Workday annouced that it will be retiring 3 features within / related to NetSuite.  Workday's article said :  (requires community access account) "Oracle has terminated Workday's participation in the SuiteCloud Developer Network (SDN) Partner Program, effective August 12, 2024" "3 functionalities enabled by SDN Technology that we (=Workday) won't be able to support: (...)" What does it mean?  Oracle is basically removing Workday from their partner program to implement bundles and features within NetSuite.  Some Adaptive features co-developed in NetSuite will remain but will no longer be supported. But rest assured! The  basic "out of the box" , most commonly used integration of NetSuite in Adaptive  will remain! If you are using this  basic integration , with the  native tables  (transactions, balances, suppliers, assets etc.) or a  custom cloud connection to NetSuite Reports ... The good news is that  this is stay...

How to Make Adaptive REST API Calls for Platform Customers with User Sync Enabled If you’re a platform customer (HCM + FINS + Adaptive) or using Workday HCM or Financials alongside Adaptive and want to create custom scripts leveraging Adaptive’s REST API (XML), you’ve likely encountered a key requirement: providing Adaptive user credentials (username and password). For standalone customers or those not using user sync, this typically involves creating an integration user in Adaptive. Easy peasy.  But what if you’re using user sync? How do you supply credentials for API calls in the XML input? In this article, I’ll guide you through the steps to generate the necessary credentials when user sync is enabled. I’ll also share helpful links to official documentation to ensure a smooth integration process. 1. Overview The process allows Workday-synchronized users to make API calls to Adaptive Planning using Workday credentials . The key steps involve: Generating an OAuth token using Work...

 I am often asked: "What are Metric accounts in Adaptive and what is their use case?" Before we jump into the weeds, you can create "global" metric accounts, called standard metric accounts  and within cube sheets.  To create a standard metric account, go to:  Menu > Modeling > Metric Accounts Adaptive will come with a couple of pre-built Metric accounts, such as Gross Margin % What are Metric Accounts? A metric account in Adaptive is a calculated account , meaning it carries a formula .  It does   not carry any data entry .  It can not be a rollup account,  meaning it can not have any "children accounts" rolling up to a parent. Metric accounts are typically used to calculate ratios , this is why they can only be either a number or a percent ! But... there is more subtility in them! Metric accounts are different from the other calculated accounts (custom, modeled, cube etc.) in the sense that their formula is also computed at the level an...

FP&A: The Perfect Headcount Planning Process in Workday Adaptive for non Platform customers: Streamlining integration, reconciliation and budgeting This article is for companies that are not on the Workday Platform  (HCM, FINS, Adaptive) and are missing out on the integrated cycle of hiring, planning, reconciliation, and system-wide alignment that Workday offers. I sometimes hear complaints (luckily not too much) about Workday HCM, Adaptive or FINS... but the truth is, no other tool on the market currently offers a complete solution that spans the entire hiring process—from budgeting and requesting to hiring, reconciling, and publishing plans across systems. Workday is the only one with this capability right now!  And in case you wonder... no, I’m not paid by Workday to write this… But after working with several HRIS, ATS, and ERP systems, I can confidently say that Workday stands out for its customizable workflows, overall ease of use, and seamless communication across al...

To integrate data in Workday Adaptive Planning, customers typically use the integration module to connect with ERPs, SFTPs, AWS S3, Snowflake, SalesForce, Excel, and Google Sheets, etc.  You can also use third party platforms such as Tray.ai , Boomi , Matilion etc. which leverage Adaptive's APIs in a user friendly setup.  And lastly, you can write your very own scripts (C#, Python, Powershell...) to make these API calls.  Most  common Adaptive's API use cases Import Data from ERPs Actual summaries Actual transactions Assets, amortization, depreciation Transactional details by Supplier Payroll details and taxes Import Sales data from CRMs or datalakes Pipeline, churn, opportunities and customer list Billings and bookings ARR and MRR Import Headcount data from an HRIS Current headcount Terminated Hired, not started Wages and compensation plans Benefits Other Demographics Import Other data: Exchange Rates Weather Import Meta data: currencies, attributes, dimensions such...