Workday Adaptive Planning
by Workday
Cloud budgeting, forecasting and reporting software for finance and workforce planning.
- Category
- Finance & ERP
- Type
- FP&A
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Username and password, Signed JWT
02Data
What you can sync.
- Accounts
- Levels
- Dimensions
- Plan data
- Actuals
- Versions
Load Workday Adaptive Planning accounts into the Warehouse and build board-ready reports and Slides from the same figures.
Need more? Name any other Workday Adaptive Planning data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- A username and password
- A signed JWT
Workday Adaptive Planning uses a username and password or a signed JWT. You add the credentials once, when the AI asks for them, and it tells you where to create them in Workday if you need help.
04How it works
How it works in DataMind.
-
Pick Workday Adaptive Planning.
Open Lake, pick Workday Adaptive Planning in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Workday Adaptive Planning API docs.
-
Answer a few questions.
The AI reads the Workday Adaptive Planning documentation, then asks which credentials you will use, which data to sync (for example accounts and levels), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Workday Adaptive Planning data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
05Related
