5 Ways To Utilize DataBlend’s Adaptive Insights Export

One of DataBlend’s most powerful capabilities is the Adaptive Insights export. The ability to export data out of Adaptive allows the user not only to integrate with other systems, but integrate with Adaptive itself. In addition, data is exported in a very clean format using DataBlend’s intuitive Query Builder, eliminating the need for any complex transformations. Below are 5 examples of how the Adaptive Insights data source can be utilized.

1. Exporting data from one version and importing to another

One of the most useful capabilities is moving data from one version to another with the click of a button. Common workflows for this include static data imports, moving actuals to plan versions for scenario planning, integration between different sheet types (i.e. modeled to cube), or even instance to instance integration (production to sandbox). All of these examples will drastically save time, as this is typically all done with manual export/import processes and Excel manipulation.

2. Zero out data from planning versions

A great feature of Adaptive is the ability to erase actuals for fresh data imports. However, the ability to erase data for particular accounts or levels in planning versions is not available, unless you create a new blank version. With DataBlend, you can create a workflow that will export the data with the elements you choose, and then you can easily convert all of that data to zeros and import back to Adaptive. This gives you a clean slate to either import a new set of data or enter in new budget or forecast data.

3. Push data to a flat file

Full data extracts out of Adaptive can be useful, whether it’s for a reporting baseline or using the data for an import to another system. With DataBlend’s clean Adaptive Export, you can get an Excel or CSV output in perfect format. Using DataBlend’s ETL capabilities, you can even make the most complex transformations simple.

4. Push data to another system

DataBlend has bi-directional integration capabilities with Adaptive. Not only can ERP and CRM data be imported to drive forecasts and budgets, but data can be pushed back to those same ERP and CRM systems as well. This is important for stakeholders who may not have access to Adaptive, since it enables them to view budget, forecast and metric data in the systems they do have access to. Furthermore, Account and Department structures along with other metadata can all be aligned from system to system.

5. Export prior month balances to create current month balances

A unique but fairly common usecase is the ability to export prior month balance data in order to create current month balances. This comes in handy if your ERP or GL system can only export periodic change, or “delta”. Combining deltas with prior month balances in DataBlend generates current month balances, which is useful if your historical Actuals have already been set as “Balance” without having to change the account type and re-import history.

 

Take a look at how easy it is to build an Adaptive Export in the video below, and request a demo today!

0 replies

Leave a Reply

Want to join the discussion?
Feel free to contribute!

Leave a Reply

Your email address will not be published. Required fields are marked *