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Adaptive Planning
Last Updated: 2023-06-23
Create New Data Sources

Create New Data Sources

  • Security:
    • Integration Operator
       permission.
    • Data Designer
       permission.
You can set up data sources to enable you to extract data from external sources into your Adaptive Planning model.
  1. Go to
    Integration
    Design Integrations
    .
  2. From the
    Component Library
    , click
    Data Sources
    Create New Data Source
    .
  3. Select the type of data source.
    As you complete the task, consider:
    Option Description
    Spreadsheet
    Each worksheet in a spreadsheet creates separate staging tables.
    JDBC Database
    Data from JDBC-compliant databases.
    Requires at least 1 data agent installed on the computers that will extract the data. Data agents are applications that you set up behind your firewall with the Data Agent Service Manager to help us communicate with your source system.
    Planning Data Source
    Data from the same or another Adaptive Planning instance.
    Requires creating a separate Adaptive Planning Credential. This data source is useful for organizations that have multiple instances, or that want to export to some external system.
    Workday
    Data from reports in your Workday tenant.
    Requires the Workday adapter and Workday Credential.
    If you also create Workday External Systems with this option, you can publish plans, drill into Workday from Adaptive Planning sheets and reports.
    NetSuite
    Data from NetSuite accounts.
    Requires the NetSuite adapter and NetSuite Credential.
    If you also create NetSuite External Systems with this option, you can drill into NetSuite from Adaptive Planning sheets and reports.
    SAGE Intacct
    Data from SAGE Intacct accounts.
    Requires the SAGE Intact adapter.
    Microsoft Dynamics GP (MSDGP)
    Data from a Microsoft Dynamics GP account.
    Requires the Microsoft Dynamics GP adapter.
    Table Group
    Data from existing staging tables present in different data sources.
    Enables you to create joins of tables across different data sources.
    Union Table
    Data from multiple existing staging tables.
    Enables you to combine or stack the row data of tables when the tables come from different data sources.
    Salesforce
    Data from Salesforce accounts.
    Requires the Salesforce adapter.
    Scripted Data Source
    Extracts data based on the Kettle ETL instructions that you write.
    Enables you to solve complex, custom data extraction and transformation scenarios.
    Requires advanced experience writing Pentaho Kettle scripts and using the Spoon UI.
    Custom Cloud Data Sources (CCDS)
    Data from custom data sources authored in JavaScript to connect to internet addressable systems.
    Enables you to extract data from:
    • Google Docs
    • Uber
    • Weather Underground
    • Yahoo Finance
    • Other sites that enable JavaScript to pull data.
    Requires the
    Integration Developer
     permission.
  4. Enter a
    Name
    .
    Adaptive Planning automatically uses this name in all supported languages.
    If you don't enter a name when you create the data source, you can click
    Display Name
     in the
    Editors
     section. You can also change the display name for each supported language.
  5. Click
    Create
    .
The new data source displays in the
Data Sources
 menu.
Define the settings of the data source.