> ## Documentation Index > Fetch the complete documentation index at: https://domoinc-openapi-sync-dataflows.mintlify.site/llms.txt > Use this file to discover all available pages before exploring further. # Adaptive Insights Connector ## Intro Adaptive Insights, formerly Adaptive Planning, provides online software that allows users to replace multiple spreadsheets with an integrated system for consolidating data. 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](/s/article/360042926274).

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](/s/article/360043427353). ## 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](/s/article/360042926274 "Adding a DataSet Using a Data Connector"). ### Credentials Pane This pane contains fields for entering credentials to connect to your Adaptive Insights account. Based on the Authentication type selected, the fields vary, The following table describes what is needed for each field when the **Authentication Type** is selected as **Authenticate through Adaptive Planning**:

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.{" "}

The following table describes what is needed for each field when the **Authentication Type** is selected as **Authenticate through Workday**::

Field	Description
{" "} Client ID{" "}	{" "} Enter the client ID you obtained after registering a Workday API Client.{" "}
{" "} Integration System User Id{" "}	{" "} This ID should start with PublicAPIISU\_ .{" "}
{" "} Private Key{" "}	{" "} Enter the private key that matches the public key you uploaded in Workday{" "}
{" "} Token Endpoint{" "}	{" "} Enter the token endpoint obtained when registering a Workday API Client.{" "}
{" "} REST Endpoint:{" "}	{" "} Enter the REST endpoint obtained when registering a Workday API Client.{" "}

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](/s/article/360042926054 "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.

Description

Report

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

{" "} Accounts{" "}	Retrieves metadata for the complete list of all accounts in the system.
{" "} Active Currencies{" "}	Retrieves metadata for the complete list of all currencies configured in the system.
{" "} Attributes{" "}	Returns the list of attributes.
Export 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.{" "}
Customize data export	Retrieves data for the accounts, dimensions and levels specified.
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 being returned in the response to an exportDimensions Call with Attributes passed in the request.{" "}
{" "} 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,

Log into your Adaptive Insights account.
{" "} Go to Model Management > Sheets .{" "}
Locate the sheet you want to reproduce.
{" "} Click on Account Groups .{" "}
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.{" "}

### Other Panes For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see [Adding a DataSet Using a Data Connector](/s/article/360042926274). ## FAQ As often as needed, No. ## Troubleshooting for Consulting/Support Confirm that the customer instance is correct.