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Workday Adaptive Planning

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Audit Workday Adaptive Planning dimension values
Report

Find duplicate and orphaned dimension values before reports break

For data and analytics teams who want a quick health check of Adaptive Planning dimensions, just by asking their AI assistant.

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Audit Workday Adaptive Planning dimension values
Audit the dimension values in Workday Adaptive Planning and tell me which ones are duplicated or orphaned.
Found 3 dimensions, 214 values, and 6 values that need attention. - Region: 48 values, used on levels, 2 duplicate names (EMEA North, emea north) - Product Line: 120 values, 1 orphan whose parent is not in the dimension - Cost Center: 46 values, 3 with no description while siblings have one Want me to draft the clean-up steps for the Region duplicates?
Workday Adaptive Planning
Sample figures. Your results come from your own account.
workday-adaptive-planning-get-dimension
workday-adaptive-planning-get-dimension-value

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Workday Adaptive Planning

Workday Adaptive Planning
Run it on your own Workday Adaptive Planning data.

Connect Workday Adaptive Planning, pick your AI tool and paste the prompt.

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The problem

Messy dimension lists stay hidden until a report breaks

Dimension values in Workday Adaptive Planning pick up duplicates, orphans and empty dimensions over time. Checking them means opening every dimension in turn, so the mess usually surfaces only when a report stops adding up.

Without PopdockAI

  • Open each dimension one at a time
  • Scan value lists by eye for repeated names and codes
  • Trace parents to spot orphaned values
  • Find the problem only after a report breaks

With PopdockAI

  • Every dimension and its values are read in one pass
  • Duplicates, orphans and empty dimensions are flagged
  • Each issue comes with a recommended fix
  • Nothing in the planning model is changed

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Audit the dimensions and their values, focusing on dimension `{dimension-name}` (default: every dimension).

**Step 1: List the dimensions**

Call `workday-adaptive-planning-get-dimension`. If `{dimension-name}` was given, filter by `name.contains` and, if more than one dimension matches, list them and stop. Note each dimension's `id`, `code`, `list-dimension` and `use-on-levels`.

**Step 2: Pull the values per dimension**

For each dimension in scope call `workday-adaptive-planning-get-dimension-value` with `dimension-id` set to the dimension's `id` and a high `max-records`. Do not use `dimension-name` for this when the `id` is known.

**Step 3: Check**

* Dimensions with zero values.
* Values with the same `name` (compare case-insensitively) or the same `code` within one dimension.
* Values whose `parent-value-id` points at a value not in the same dimension's results.
* Values with no `short-name` or `description` where most siblings have one.

**Step 4: Report**

One line per dimension (name, code, value count, used on levels or not), then a table of flagged values with columns dimension, value, issue.

**Rules & Guidelines:**

* This prompt is read-only. Never call `workday-adaptive-planning-add-dimension-value`, `workday-adaptive-planning-update-dimension-value` or any other write tool, even to fix an obvious duplicate. Recommend the fix instead.
* Say if a result may be truncated by `max-records`.

**Validation:**

* If no dimensions match, say so and list the dimension names you can see.

Who it's for

One answer, three teams that use it

Planning model administrators

Keep dimension lists tidy without opening each one

Find duplicate codes, orphaned values and empty dimensions in one report, so you can clean the model before planners notice anything is wrong.

Check every dimension in Adaptive Planning for empty lists, duplicate codes and values with a missing parent.

FP&A analysts

Trust the dimensions your reports slice by

Duplicated or orphaned values split totals across rows that should be one. A quick audit before a reporting cycle catches them first.

Audit the Region dimension in Workday Adaptive Planning and tell me which values look duplicated.

Finance systems leads

Spot data quality drift across the model

See at a glance which dimensions have gathered the most issues, with a recommended fix for each, and decide what to clean up next.

Which Adaptive Planning dimensions have values missing a short name or description that the other values have?

How it works

What PopdockAI does when you ask

You name a dimension or ask for all of them, and your AI assistant reads the values from Workday Adaptive Planning and checks them. It recommends fixes and never applies them.

01

Ask

You name a dimension, or leave it open to cover every dimension.

Your AI tool

02

List

It finds the dimensions and pulls the values for each one.

workday-adaptive-planning-get-dimension
workday-adaptive-planning-get-dimension-value

03

Check

It looks for empty dimensions, repeated names or codes, orphaned parents and missing descriptions.

No items found.

04

Report

You get one line per dimension and a table of flagged values with a recommended fix.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Workday Adaptive Planning and one secure connection to your AI tool. No code, no exports.

get-data

workday-adaptive-planning-get-dimension

Returns dimensions (custom reporting categories) from Workday Adaptive Planning.
get-data

workday-adaptive-planning-get-dimension-value

Returns dimension values (the members of each dimension) from Workday Adaptive Planning.
Read only.Nothing in Workday Adaptive Planning Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

A clean up list for every dimension, with the model untouched

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

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