Workday Adaptive Planning

Update in September 2025. Since I wrote that article a couple of months ago, Workday Adaptive released 2 new ways to connect to Snowflake and other data lakes, such as Microsoft Fabric and Incorta . 1) Using the custom cloud data source -- which has become now one of the preferred methods! More information here. 2) Or even better, via the other preferred method: Pipelines. Menu > Integrations > Pipelines: Pipelines have several advantages. Basically it acts as a direct tunnel to your data lake, with a direct drill through capability to your data lake. And it acts as a 1. Datasource, 2. Loader and 3. Task! You can find more information on the pipeline method & setup in this article here . Old & Original Article: these methods are still working and valid but the AWS S3 is definitely not anymore the preferred method! There are 3 ways to bring data from Snowflake into Adaptive: Use Adaptive's native integration module  >>> that's what I will cover in this po...

Modeling can feel daunting at first, but once you've debugged or built a few simple models, you'll start to realize just how powerful Adaptive can be. In this article, you will learn how to build a simple Prepaids model, step by step! Some background first... My background in software engineering and object-oriented design has given me the foundation to create robust, well-structured models. Having started as a user and planner of Adaptive, I always prioritize the user experience when developing models. My focus is on building models that are: Dynamic : Flexible and adaptable to changing requirements. Easy to use : Intuitive and user-friendly interfaces. Easy to update : Minimizing complexity for future adjustments. Easy to understand : Clear logic and well-documented structures (AND EASY TO READ FORMULAS) --> check this article! To further enhance the user experience, I make it a point to provide detailed, easy-to-read documentation so that end users know what to do and und...

Uh Oh... OAuth? Was ist das? Adaptive can connect with other applications's via REST APIs using the OAuth 2.0 authentication.  I will explain what OAUTH is so you will no longer ask: "What is this?" (Was ist das?) and feel like someone is talking a foreign language to you!   What is OAUTH 2 really? How does it work and what do you need to do in Adaptive? Let me give you 2 sets of explanations: a real life illustration to demistify OAuth 2.0 and a more technical summary. And lastly high level steps on the setup in Adaptive. If you have no idea what OAUTH is, continue reading, otherwise jump to the 2nd section.  In this example: imagine you need to connect to Microsoft Sharepoint and you want to bring CSV files  into Adaptive. 1) Illustrational explanation for total newbs: OAuth Access vs Hotel Access! OAuth 2.0 can sound overwhelming at first, but it's essentially a way for applications to securely talk to each other and access data. Let me break it down into sim...