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Workday Adaptive Planning

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Map the Workday Adaptive Planning level hierarchy
Report

See your Adaptive Planning entity tree and what is wrong with it

For finance teams who want the level hierarchy mapped and checked, just by asking their AI assistant.

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Map the Workday Adaptive Planning level hierarchy
Map the level hierarchy under Northwind Holdings in Workday Adaptive Planning and flag any problems.
Northwind Holdings has 22 levels across 4 tiers, with 3 issues. - Top: Northwind Holdings (NWH, USD) - Child: Northwind EMEA (EMEA, EUR), with Eliminations (ELIM, USD) marked as an elimination level - Issue: Northwind Brazil uses BRL while its parent uses USD - Issue: Northwind UK has a different workflow status than its siblings Want the full tree down to the lowest level?
Workday Adaptive Planning
Sample figures. Your results come from your own account.
workday-adaptive-planning-get-level

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

A flat list of levels hides how the entity tree really fits

Adaptive Planning returns organisation levels as a flat list with parent links, so seeing the entity tree means piecing it together by hand. Along the way a currency change between parent and child, or a misplaced elimination level, slips through.

Without PopdockAI

  • Export the levels and sort them by parent
  • Rebuild the tree by hand in a spreadsheet
  • Compare currency and workflow status level by level
  • Miss a misplaced elimination level

With PopdockAI

  • The tree is built from the parent links in the data
  • Currency, elimination and workflow oddities are flagged
  • Missing parents and duplicate names or codes are listed
  • It stops on an ambiguous root and changes nothing

The prompt

Use this prompt

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

Prompt
**Objective:** Build the organisation level hierarchy starting from `{root-level-name}` (default: the whole tree) and check it for structural problems.

**Step 1: Pull the levels**

Call `workday-adaptive-planning-get-level` with a high `max-records`. If `{root-level-name}` was given, first filter by `name` to find that level and note its `id`; if it matches more than one level, list the matches and stop. Then walk down by calling `workday-adaptive-planning-get-level` with `parent-id` set to each level's `id` where `has-children` is true. If no root was given, pull all levels in one call and build the tree from `parent-id`.

**Step 2: Check**

* Levels with a `currency` that differs from their parent's.
* Levels flagged `elimination-level` and where they sit in the tree.
* Levels with a `workflow-status` that differs from siblings.
* Levels whose `parent-id` points at a level that is not in the results.
* Duplicate `name` or `code` values.

**Step 3: Report**

Show an indented tree (name, code, currency, marked as elimination where it applies), then a short list of the problems found and the level each belongs to.

**Rules & Guidelines:**

* This prompt is read-only. Never call any add, update, import, erase or publish tool on this server.
* Do not infer a hierarchy that `parent-id` does not show.

**Validation:**

* If no levels come back, say so and stop.
* If the tree is too large to print, show the top three levels and counts below them.

Who it's for

One answer, three teams that use it

Consolidation leads

See where elimination levels sit

Check that elimination levels are in the right place and that child currencies match their parents before you consolidate.

Show me the Adaptive Planning level tree under Contoso Group and point out where the elimination levels are.

Planning model owners

Review the structure after a reorganisation

After new entities are added, see the indented tree and any missing parents or duplicate codes in one report.

Map the full level hierarchy in Workday Adaptive Planning and list any levels whose parent is missing.

FP&A managers

Understand the entity tree you plan against

Get a readable tree of the organisation and a short list of structural issues, without rebuilding it from a flat export.

Draw the Fabrikam Europe branch of our Adaptive Planning levels and flag workflow status that differs from siblings.

How it works

What PopdockAI does when you ask

You name a root level, or ask for the whole tree, and your AI assistant builds the hierarchy from Workday Adaptive Planning. It uses only links the data shows and never edits the model.

01

Ask

You name a root level, or leave it open for the whole tree.

Your AI tool

02

Read

It pulls the levels and finds the root, stopping if the name matches more than one.

workday-adaptive-planning-get-level

03

Check

It compares currency, elimination and workflow status along the parent links.

No items found.

04

Report

You get an indented tree and a short list of problems with the level each belongs to.

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-level

Returns organisation levels (the entity hierarchy) from Workday Adaptive Planning, with parent links, currencies and elimination settings.
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

The entity tree and its problems, in one view

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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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