Exporting data out of Adaptive Insights / Workday Adaptive Planning – best practice tips

Occasionally, you might find the need to export data out of Workday Adaptive Planning / Adaptive Insights. There are a few ways to do so.

The first option of Integration > Manual Export is well known to most users. However, there are certain limitations to it. This brings us to a lesser known alternative – the “Matrix Report” – that is worth understanding. We explain why and how to do these.

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3 Ways to export data out of Workday Adaptive Planning / Adaptive Insights

Option 1: Integration > Manual Export

You can use Integration > Manual Export > Export Data to export account values from the currently-selected version into a .csv file which can be opened in Excel. It is in many ways similar to a download or printable view of a standard sheet. This allows you to export all specified accounts and their values.

How to export data from Adaptive Insights with Integration


For detailed instructions on how to export in this way, check out the Adaptive Planning Knowledge base.


Option 2: Custom Cloud Loader

You can export using the Custom Cloud Loader in Integration to export to external, cloud-based systems. This option requires technical knowledge of how to write a JavaScript.

Example of custom cloud loader in Adaptive Insights


For detailed documentation regarding Custom Cloud Loader, visit the Adaptive Planning Knowledge base.


Option 3: Matrix Report

You can also create a Matrix Report to export data. I will explain this in more detail below.

 

How to use Integration > Manual Export > Export Data

To export your data, choose from the four sets of options, and select Export.

Example of exporting data out of Adaptive Insights


While it is a quick, easy method, there are some general complaints about it:

  1. Selecting accounts and levels one by one is time consuming
  2. Filtering the data specific to what it is trying to export is hard
  3. There is no option to save favourite export selections/settings
  4. The export data layout option is not flexible

 

How to create a Matrix Report to export data

To overcome the limitations of the above method of exporting data, the better option is to use a Matrix Report.

Here are the steps for creating a Matrix Report to export data out of Workday Adaptive Planning / Adaptive Insights:

  • Go to Report and create a new Matrix report
  • Bring in account and display as “Always expended”
  • Bring in levels and display as “Always expended”
  • Bring in time for selecting period
  • Bring in version for selecting version
  • Set the settings in Report Properties
  • Optional: filter by level attribute
  • Optional: filter by account attribute
  • Save the report to be used again in the future


These are some key points to note regarding the above steps:

  • Set Manage Hierarchy of the report elements (Ie, Accounts and Levels) as “Always expanded” to include children elements

Learn how to manage hierarchy in Adaptive Insights

Select to display hierarchy in Adaptive Insights

  • Within Report Properties, these are some important settings to note when exporting data to Excel.

    Sample of report properties in Adaptive Insights

  • Add in Parameters to choose or filter exporting data.

Example of planning parameters in Adaptive Insights

  • Set Parameters settings to “Prompt before viewing”

Example of parameters prompt in Adaptive Insights

  • Add “Level Attributes” or “Account Attributes” as extra filters if the selection of data is complicated.
  • Remember to save the report so that it can be used again in the future.

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