Metadata loaders are a great way to automate the creation of dimensions such as vendors and customers. Many times, integrations fail because of unmapped dimensions values, but by creating a loader, will automate this process to ensure Adaptive’s list is up to date with all values.
In order to create the loader, your data source must include a take with a list of all the dimension values you would like to automate. Each value on the list must be unique. From there, you create a new loader and select the Planning Dimension Loader.

Once you create the loader, you select the source table, which dimension you would like to automate, and select the box to Create dimension value if not found in Planning. Next, you go to the Column Mapping Tab and assign the Vendor ID, Code, and Name. If your table of dimensions includes and attributes, you can map them here as well. The Vendor ID and Code are normally the same.
Once you are done, you can save the loader. To ensure the data is correct, click preview loader output to validate the codes and name are correct. Once that is complete, the loader is finished and you can add it to a task to run as often as you would like.
Revelwood is more than just a Platinum Workday Adaptive Planning partner — we’re a trusted advisor to the Office of Finance. With 30 years of experience and award-winning expertise, we bring together powerful software, proven best practices and pre-built, ready-to-deploy solutions that accelerate time to value. Our team doesn’t just implement technology — we help finance teams transform the way they plan, analyze and make decisions. Discover how Revelwood can help you get the most out of Workday Adaptive Planning — and achieve results that matter.
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