💡Best Practices

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Adaptive's API

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 and transaction details (by supplier, employee...) Assets, amortization, depreciation Payroll details and taxes Import Sales data from CRMs or datalakes Pipeline, churn, opportunities and customers  Billings, bookings, revenue, ARR Import Headcount data from an HRIS Current headcount and terminations Hired, not started Wages and compensation plans Benefits and other demographics Import Other data: Exchange Rates Weather Meta data: currencies, attributes, dimensions suc...
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What is OAuth 2.0 and how to set it up in Adaptive?

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Uh Oh... OAuth? Was ist das? Adaptive can connect with other applications's via REST APIs using the OAuth 2.0 authentication.  I will explain what OAUTH is so you will no longer ask: "What is this?" (Was ist das?) and feel like someone is talking a foreign language to you!   What is OAUTH 2 really? How does it work and what do you need to do in Adaptive? Let me give you 2 sets of explanations: a real life illustration to demistify OAuth 2.0 and a more technical summary. And lastly high level steps on the setup in Adaptive. If you have no idea what OAUTH is, continue reading, otherwise jump to the 2nd section.  In this example: imagine you need to connect to Microsoft Sharepoint and you want to bring CSV files  into Adaptive. 1) Illustrational explanation for total newbs: OAuth Access vs Hotel Access! OAuth 2.0 can sound overwhelming at first, but it's essentially a way for applications to securely talk to each other and access data. Let me break it down into sim...
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What are Metric accounts and when to use them?

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 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...
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