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Domo Knowledge Base

Adaptive Insights Connector

Version 14

 

Intro

Adaptive Insights, formerly Adaptive Planning, provides online software that allows users to replace multiple spreadsheets with an integrated system for consolidating data. Use Domo's Adaptive Insights connector to generate reports about data from sheets, dimensions, accounts, and so on. To learn more about the Adaptive Insights API, log into Adaptive Insights and go to Product Documents > Integration Guide.

You connect to your Adaptive Insights account in the Data Center. This topic discusses the fields and menus that are specific to the Adaptive Insights connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Primary Use Cases

This connector helps you answer these questions:

  • What are my current financial forecasts?

  • How have these tracked to actuals?

Primary Metrics

  • Forecasted financials

  • Actual financials (budgets, income, various P&L line items)

Primary Company Roles

  • FP&A analyst

  • Financial analysis

  • Director of finance

  • CPO

  • VP of finance

Average Implementation Time

Could be 40 hours or more, due to the complexity of Adaptive Insights' financial system 

Ease of Use (on a 1-to-10 scale with 1 being easiest)

8

Best Practices

If you need to unpivot data, you can do so using Magic's "Collapse Columns" action. For more information, see ETL Actions: Edit Columns - Collapse Columns.

Prerequisites

To connect to your Adaptive Insights account and create a DataSet, you must have the following:

  • Your Adaptive Insights username and password.

  • Your Adaptive Insights instance code. You can find this by logging into Adaptive Insights and navigating to Admin > System > General Setup. You can then find the code under Setup Information.

Connecting to Your Adaptive Insights Account

This section enumerates the options in the Credentials and Details panes in the Adaptive Insights Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials Pane

This pane contains fields for entering credentials to connect to your Adaptive Insights account. The following table describes what is needed for each field:  

Field

Description

Username Enter your Adaptive Insights username.
Password Enter your Adaptive Insights password.
Instance Enter your Adaptive Insights instance code. To learn how to find your code, see "Prerequisites," above.

Once you have entered valid Adaptive Insights credentials, you can use the same account any time you go to create a new Adaptive Insights DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Details Pane

This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.

Menu

Description

Report

Select the Adaptive Insights report you want to run. The following reports are available:

Accounts Retrieves metadata for all the accounts in the system.
Active Currencies Retrieves metadata for the complete list of currencies configured in the system.
Customer Logo Retrieves the URL of the customer logo.
Data Retrieves a set of data from the requested version in the requested instance.
Export Data from Modeled and Cube Sheet Retrieves data for the accounts, dimensions and levels that correspond to the selected sheet.
Export Data from Predefined Custom and Assumptions Account Groups Retrieves data from a selected Standard Data Sheet or Group of Accounts.
Export Data from Accounts (equivalent to standard sheet) Exports data from cube sheets and modeled sheets. 
Dimension Families Retrieves metadata about how dimensions are related to the accounts in the system.
Dimensions Retrieves metadata about custom dimensions in the system.
Dimensions Structure Retrieves metadata about custom dimensions in the system preserving their structure.
Dimensions with Attributes Represents a single member value of a custom dimension.
Instances Retrieves metadata about the instances a user has access to, if the user has access to multiple instances.
Levels Retrieves metadata about organization levels in the system.
Roles Retrieves metadata about roles in the system.
Versions Retrieves metadata about versions in the system.

Standard sheets are not available directly through the API. You have two options for retrieving standard sheet data:

  • Export data from Custom and Assumption Groups.
  • Export data from accounts that can be used to reproduce a standard sheet.

To reproduce a standard sheet, 

  1. Log into your Adaptive Insights account.

  2. Go to Model Management > Sheets.

  3. Locate the sheet you want to reproduce. 

  4. Click on Account Groups.

  5. In the connector UI in Domo, select the accounts that are showing in Adaptive Insights.

Roll Up Values? Select whether you want to retrieve rolled up values.
Date Filtering Select whether you want to filter by dates.

Duration 

Select whether you want to pull data for a specific date or a date range. 

Report Date 

Select whether the report data is for a specific date or for a relative number of days back from today. 

Select Specific Date 

Select the date for the report. 

Days Back

Enter the number of past days that should appear in the report.  

Start Date

Specify whether the first date in your date range is a specific or relative date. You select the last date in your range in End Date

End Date

Specify whether the second date in your date range is a specific or relative date. You select the first date in your range in Start Date.  

Select Specific Start Date

Select the first date in your date range. 

Select Specific End Date

Select the second date in your date range. 

Days Back to Start From

Enter the number of the farthest day back that should be represented in the report. Combine with Days Back to End At to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At, the report would contain data for 10 days ago up until 5 days ago.

Days Back to End At

Enter the number of the most recent day back that should be represented in the report. Combine with Days Back to Start From to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At, the report would contain data for 10 days ago up until 5 days ago.

Data Version Select the version of the data you want to retrieve data for.
Currency Select whether to retrieve data for US dollars, your local currency, or the currency used by your corporation.
Data Sheet Select the sheet you want to retrieve data for.
Accounts Select all of the accounts you want to retrieve data for.
Dimension Name Select the dimension you want to retrieve data for.