What does mapping involve in the context of Adaptive Planning?

Mapping in the context of Adaptive Planning refers specifically to the process of matching source segments to accounts and dimensions. This task is crucial because it allows the system to understand how to interpret and categorize incoming data, ensuring that it aligns with the structure and accounts defined within Adaptive Planning. By accurately mapping segments from various data sources, users enhance the integrity and accuracy of financial reporting and forecasting within the system.

This alignment is necessary for proper analysis and reporting, as it enables users to breakdown and interpret data in a meaningful way according to the organization’s financial hierarchy. For instance, if data from different departments or projects needs to be integrated, mapping ensures that it uses the same accounts and dimensions as the planning model, which facilitates consistency and coherence in financial analysis.

In contrast, linking data sources to financial reports, creating charts and visualizations, and setting user permissions serve different purposes within the Adaptive Planning ecosystem. These functions, while essential for comprehensive financial management and reporting, do not involve the foundational step of aligning data segments, which is a distinctive characteristic of the mapping process.