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houston39
Helper I
Helper I

Adaptive Insight Connector

Hi - I am curious if anyone has a custom connector to Adaptive Insights?  I have been waiting too long for Microsoft to come up with a solution.

10 REPLIES 10
rtaylor
Helper III
Helper III

There isn't one, but depending on your login credetials you may be able to create it in power query. This does not work if using Azure Active Directory

---------------------------------------------------------

I recently was able to connect Power BI to our Adaptive instance using the attached pdf as guidance.  You probably need to tweak this for Tableau.  The only tweak I had to do to the xml section was to double the "double quotes".  The rest of the code are Power BI specific code (M Language).

 

let

    Source = Xml.Tables(

        Web.Contents("https://api.adaptiveinsights.com/api/v14",

            [Content = Text.ToBinary("<?xml version='1.0' encoding='UTF-8'?>

                <call method=""exportData"" callerName=""PowerBI"">

                    <credentials login=""user name here"" password=""password here"" instanceCode=""instance code here""/>

                    <version name=""Forecast""/>

                    <format useInternalCodes=""true"" includeUnmappedItems=""false""/>

                    <filters>

                        <accounts>

                            <account code=""Expenses"" isAssumption=""false"" includeDescendants=""true""/>

                        </accounts>

                        <timeSpan start=""Jan-2018"" end=""Dec-2019""/>

                    </filters>

                   

                    <dimensions>

                        <dimension name=""Project Allocation""/>

                    </dimensions>

 

                    <rules includeZeroRows=""false"" includeRollups=""false"" markInvalidValues=""false"" markBlanks=""false"" timeRollups=""false"">

                        <currency useCorporate=""false"" useLocal=""false"" override=""USD""/>

                    </rules>

                </call>")

            ])),

    CSV = Table.SelectColumns(Source,{"output"}),

    #"Split Column by Delimiter (Rows)" = Table.ExpandListColumn(Table.TransformColumns(CSV, {{"output", Splitter.SplitTextByDelimiter("#(lf)", QuoteStyle.Csv), let itemType = (type nullable text) meta [Serialized.Text = true] in type {itemType}}}), "output"),

    #"Split Column by Delimiter1" = Table.SplitColumn(#"Split Column by Delimiter (Rows)", "output", Splitter.SplitTextByDelimiter(",", QuoteStyle.Csv), {"output.1", "output.2", "output.3", "output.4", "output.5", "output.6", "output.7", "output.8", "output.9", "output.10", "output.11", "output.12", "output.13", "output.14", "output.15", "output.16", "output.17", "output.18", "output.19", "output.20", "output.21", "output.22", "output.23", "output.24", "output.25", "output.26", "output.27", "output.28", "output.29", "output.30", "output.31", "output.32", "output.33", "output.34", "output.35", "output.36", "output.37", "output.38", "output.39", "output.40", "output.41", "output.42", "output.43", "output.44", "output.45", "output.46", "output.47", "output.48", "output.49", "output.50", "output.51", "output.52"}),

    #"Promoted Headers" = Table.PromoteHeaders(#"Split Column by Delimiter1", [PromoteAllScalars=true]),

    #"Removed Other Columns" = Table.SelectColumns(#"Promoted Headers",{"Account Name", "Account Code", "Level Name", "Project Allocation", "Jan-2018", "Feb-2018", "Mar-2018", "Apr-2018", "May-2018", "Jun-2018", "Jul-2018", "Aug-2018", "Sep-2018", "Oct-2018", "Nov-2018", "Dec-2018", "Jan-2019", "Feb-2019", "Mar-2019", "Apr-2019", "May-2019", "Jun-2019", "Jul-2019", "Aug-2019", "Sep-2019", "Oct-2019", "Nov-2019", "Dec-2019"}),

    #"Unpivoted Other Columns" = Table.UnpivotOtherColumns(#"Removed Other Columns", {"Account Name", "Account Code", "Level Name","Project Allocation"}, "Attribute", "Value"),

    #"Renamed Columns" = Table.RenameColumns(#"Unpivoted Other Columns",{{"Attribute", "Period"}}),

    #"Filtered Rows1" = Table.SelectRows(#"Renamed Columns", each [Value] <> "0.0"),

    #"Sorted Rows" = Table.Sort(#"Filtered Rows1",{{"Value", Order.Ascending}}),

    #"Changed Type" = Table.TransformColumnTypes(#"Sorted Rows",{{"Period", type date}, {"Value", type number}}),

    #"Calculated End of Month" = Table.TransformColumns(#"Changed Type",{{"Period", Date.EndOfMonth, type date}}),

    #"Added Account Column" = Table.AddColumn(#"Calculated End of Month", "Account", each Text.Start([Account Code], 5), type text),

    #"Changed Type1" = Table.TransformColumnTypes(#"Added Account Column",{{"Account", Int64.Type}}),

    #"Removed Errors" = Table.RemoveRowsWithErrors(#"Changed Type1", {"Account"}),

    #"Added Dept Column" = Table.AddColumn(#"Removed Errors", "Dept", each Text.Start([Level Name], 6), type text),

    #"Added Version Column" = Table.AddColumn(#"Added Dept Column", "Version", each "Current Forecast"),

    #"Changed Type2" = Table.TransformColumnTypes(#"Added Version Column",{{"Account", type text}, {"Version", type text}})

in

    #"Changed Type2"

Hello!

 

Hopefully this message makes it to you even though this is an old topic! Classics never go out of style, though.

 

I'm trying to get this to work but am getting the error below after entering in the code (changed as advised). Any ideas?

 

"Expression.Error: The column 'Output' of the table wasn't found.
Details:
Output"

 

THANK YOU!!

I cannot get the code to work.  I have updated the credentials but I'm unsure of what other edits I need to make.  Could you help me out?  Is it possible to share updated code, perhaps to the current version API code where you highlight the places edits are necessary?  

Any help, much appreciated.

Anonymous
Not applicable

@feedbackisagift ,

 

Please make sure you have correctly replaced the underlined items below with what theyare for your Adaptive instance/configuration.  Also, please note the use of double "double quotes" here.  ("" instead of ")

 

   <call method=""exportData"" callerName=""PowerBI"">

                    <credentials login=""user name here"" password=""password here"" instanceCode=""instance code here""/>

                    <version name=""Forecast""/>

                    <format useInternalCodes=""true"" includeUnmappedItems=""false""/>

                    <filters>

                        <accounts>

                            <account code=""Expenses"" isAssumption=""false"" includeDescendants=""true""/>

                        </accounts>

                        <timeSpan start=""Jan-2018"" end=""Dec-2019""/>

                    </filters>

                   

                    <dimensions>

                        <dimension name=""Project Allocation""/>

                    </dimensions>

 

Regards,

 

Ferdinand

keeganm
Frequent Visitor

I was able to use this coding to get my connection to work. The one issue I am having is the time span is not filtering. I end up with every month of the version I am pulling.

That shouldbn't be a problem though right? You should be able to use power query and filter the dates you need after your api request is complete.

keeganm
Frequent Visitor

You can, it just not as efficent. I am using version 23 of the API and I found instead of using Jan-2020 I had to use 01/2020.

Hi - I do not see a .pdf file attached?  Thank you..

I must not have access to attach a file. Here is the website

 

https://knowledge.adaptiveplanning.com/Integration/Managing_Data_Integration/API_Documentation

 

 

Thank you!

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