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Intro

Adaptive Insights, formerly Adaptive Planning, provides online software that allows users to replace multiple spreadsheets with an integrated system for consolidating data. To learn more about the Adaptive Insights API, log into Adaptive Insights and go to Product Documents > Integration Guide. You connect to your Adaptive Insights account in the Data Center. This topic discusses the fields and menus that are specific to the Adaptive Insights connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Primary Use Cases

This connector helps you answer these questions:

  • What are my current financial forecasts?

  • How have these tracked to actuals?

Primary Metrics

  • Forecasted financials

  • Actual financials (budgets, income, various P&L line items)

Primary Company Roles

  • FP&A analyst

  • Financial analysis

  • Director of finance

  • CPO

  • VP of finance

Average Implementation Time

Could be 40 hours or more, due to the complexity of Adaptive Insights’ financial system

Ease of Use (on a 1-to-10 scale with 1 being easiest)

8

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Best Practices

If you need to unpivot data, you can do so using Magic’s “Collapse Columns” action. For more information, see ETL Actions: Edit Columns - Collapse Columns.

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Prerequisites

To connect to your Adaptive Insights account and create a DataSet, you must have the following:
  • Your Adaptive Insights username and password.
  • Your Adaptive Insights instance code. You can find this by logging into Adaptive Insights and navigating to Admin > System > General Setup. You can then find the code under Setup Information.

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Connecting to Your Adaptive Insights Account

This section enumerates the options in the Credentials and Details panes in the Adaptive Insights Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

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Credentials Pane

This pane contains fields for entering credentials to connect to your Adaptive Insights account. Based on the Authentication type selected, the fields vary, The following table describes what is needed for each field when the Authentication Type is selected as Authenticate through Adaptive Planning:

Field

Description

UsernameEnter your Adaptive Insights username.
PasswordEnter your Adaptive Insights password.
InstanceEnter your Adaptive Insights instance code. To learn how to find your code, see “Prerequisites,” above.
The following table describes what is needed for each field when the Authentication Type is selected as Authenticate through Workday::

Field

Description

Client IDEnter the client ID you obtained after registering a Workday API Client.
Integration System User IdThis ID should start with PublicAPIISU_ .
Private KeyEnter the private key that matches the public key you uploaded in Workday
Token EndpointEnter the token endpoint obtained when registering a Workday API Client.
REST Endpoint:Enter the REST endpoint obtained when registering a Workday API Client.
Once you have entered valid Adaptive Insights credentials, you can use the same account any time you go to create a new Adaptive Insights DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

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Details Pane

This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.

Menu

Description

Report

Select the Adaptive Insights report you want to run. The following reports are available:

Accounts Retrieves metadata for the complete list of all accounts in the system.
Active Currencies Retrieves metadata for the complete list of all currencies configured in the system.
Attributes Returns the list of attributes.

Export Data

Retrieves a set of data from the requested version in the requested instance.
Export Data from Modeled and Cube SheetRetrieves data for the accounts, dimensions and levels that correspond to the selected sheet.

Customize data export

Retrieves data for the accounts, dimensions and levels specified.

Dimensions Structure

Retrieves metadata about custom dimensions in the system preserving their structure.

Dimensions with Attributes

Represents a single member value of a custom dimension being returned in the response to an exportDimensions Call with Attributes passed in the request.
InstancesRetrieves metadata about the instances a user has access to, if the user has access to multiple instances.
LevelsRetrieves metadata about organization levels in the system.
RolesRetrieves metadata about roles in the system.
VersionsRetrieves metadata about versions in the system.

Standard sheets are not available directly through the API. You have two options for retrieving standard sheet data:

  • Export data from Custom and Assumption Groups.
  • Export data from accounts that can be used to reproduce a standard sheet.

To reproduce a standard sheet,

  1. Log into your Adaptive Insights account.

  2. Go to Model Management > Sheets .

  3. Locate the sheet you want to reproduce.

  4. Click on Account Groups .

  5. In the connector UI in Domo, select the accounts that are showing in Adaptive Insights.

Roll Up Values?Select whether you want to retrieve rolled up values.
Date FilteringSelect whether you want to filter by dates.

Duration

Select whether you want to pull data for a specific date or a date range.

Report Date

Select whether the report data is for a specific date or for a relative number of days back from today.

Select Specific Date

Select the date for the report.

Days Back

Enter the number of past days that should appear in the report.

Start Date

Specify whether the first date in your date range is a specific or relative date. You select the last date in your range in End Date .

End Date

Specify whether the second date in your date range is a specific or relative date. You select the first date in your range in Start Date .

Select Specific Start Date

Select the first date in your date range.

Select Specific End Date

Select the second date in your date range.

Days Back to Start From

Enter the number of the farthest day back that should be represented in the report. Combine withDays Back to End Atto create a range of represented days.

For example, if you entered 10 forDays Back to Start Fromand 5 for Days Back to End At , the report would contain data for 10 days ago up until 5 days ago.

Days Back to End At

Enter the number of the most recent day back that should be represented in the report. Combine withDays Back to Start Fromto create a range of represented days.

For example, if you entered 10 forDays Back to Start Fromand 5 for Days Back to End At , the report would contain data for 10 days ago up until 5 days ago.

Data VersionSelect the version of the data you want to retrieve data for.
CurrencySelect whether to retrieve data for US dollars, your local currency, or the currency used by your corporation.
Data SheetSelect the sheet you want to retrieve data for.
AccountsSelect all of the accounts you want to retrieve data for.
Dimension NameSelect the dimension you want to retrieve data for.

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Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.

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FAQ

As often as needed,
No.

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Troubleshooting for Consulting/Support

Confirm that the customer instance is correct.