Integration with Workday Adaptive Planning

[derekbelyea]

Workday Adaptive Planning is a widely used application for analysts involved with Financial Planning and Analysis (FPA). Specifically I am looking for feedback from Alteryx Designer analysts who work with data from Adaptive,  Do you have recommendations for how best to integrate Alteryx and Adaptive for optimal results? 

[JessieC]

Hi @derekbelyea -

Workday Adaptive Planning integration options:

 - https://www.workday.com/content/dam/web/en-us/documents/datasheets/enus-pln-da-workday-adaptive-plan... 

It seems like Excel is the easiest path to get started with, but there are other options with data integrations + APIs

You can also check out this 3-part webinar with our partner Capitalize on how Workday Adaptive Planning + Alteryx work together - https://capitalizeconsulting.com/webinar/workday-adaptive-planning-and-alteryx-better-together-for-f... 

1. Use Alteryx to upload and build or modify a level structure 
   1. Quickly and accurately consolidate disparate data sources to identify all levels at which an organization plans and analyzes their finances and format that data for upload into Adaptive
      Rapidly modify or enhance an already existing level structure
      Example: Applying level attributes
2. Use Alteryx to upload and modify a GL structure
   1. Identify and map the ideal accounting structure for accurate reporting
      Assets
      COGS
      Expenses, etc.
      Reorder GL structure, bulk remove dead accounts, and create alternate hierarchies for reporting
3. Use Alteryx to upload data into a level and account structure in Adaptive
   1. Clean, map, and format historical raw data for upload into previously established level and GL structure
      With speed and accuracy, validate data loads against the source system (Sage, QuickBooks, NetSuite, etc.)
      Incorporate and map acquisitions, troubleshoot out-of-balance values, and monthly trial balance uploads