exportSheetDefinition

Modeled Sheet Request Format

 <?xml version='1.0' encoding='UTF-8'?>
<call method="exportSheetDefinition" callerName="a string that identifies your client application">
    <credentials login="sampleuser@company.com" password="my_pwd"/>
    <modeled-sheet id="3"/>
   </call>

The call element contains a credentials element as well as a single modeled-sheet.

credentials element
Tag Name		credentials
Description		All API calls must contain a single credentials element to identify the user invoking the API. The API call is then performed as this user (any audit trail or history of actions in the system will show that this user performed the action), and therefore the user must have the required permissions to per- form the action in order for the API call to succeed.
Attributes of the Element
Attribute Name	Required?	Value	Example
login	Y	The login name of the user invoking the API method. This user must have a role containing the permissions required for the method being invoked.	sampleuser@company.com
password	Y	The password of the user invoking the API method.	my_password
locale	N	Specify the locale to be used to interpret incoming numbers and dates, and to format outgoing numbers and dates (using the proper thousands separator, month names, and date formatting). The locale is also used to specify the language in which any system messages in the response should appear. If not specified, en_US (American English) is used.	fr_FR
instanceCode	N	If the user specified in the credentials has access to more than one instance of Adaptive Insights, this attribute can be used to specify that the user is intending to access an instance other than their default instance. If not specified, the user's default instance will be used. To determine the available instance codes, use the exportInstances API.	MYINSTANCE1
Contents of the Element
(none)

modeled-sheet element
Tag Name		modeled-sheet
Description		Identifies a single modeled sheet requested via an exportSheetDefinition API call.
Attributes of the Element
Attribute Name	Required?	Value	Example
id	Y	The internal system ID number for the sheet.	234
Contents of the Element
(none)

Modeled Sheet Response Format

<?xml version="1.0" encoding="UTF-8"?>
<response success="true">
   <output>
       <modeled-sheet id="11" prefix="Personnel" name="Personnel" description="Personnel Sheet"
                              available-in-actuals="false" allow-splits="true" split-column-title="Is Split Child Row" strataId="51">
           <columns>
               <levels code="Plan" name="Plan" read-only="false" splittable="false" required="true">
                   <level id="1" />
                   <level id="7" />
               </levels>
               <text code="LastName" name="Last Name" read-only="false" splittable="false" required="false" />
               <text code="FirstName" name="First Name" read-only="false" splittable="false" required="false" />
               <text code="ID" name="ID" read-only="false" splittable="false" required="false" />
               <dimension code="JobCode" name="JobCode" read-only="false" splittable="false" required="false" id="9">
                   <value id="19" name="E1" />
                   <value id="20" name="E2" />
                   <value id="21" name="E3" />
               </dimension>
               <text-selector code="BenefitsSelector" name="Benefits" read-only="false" splittable="false" required="true" id="27">
                   <value id="208" name="No" />
                   <value id="209" name="Yes" />
               </text-selector>
               <date code="StartDate" name="Start" read-only="false" splittable="false" required="false" />
               <date code="EndDate" name="End" read-only="false" splittable="false" required="false" />
               <number code="HoursPerWeek" name="Hr/Week" read-only="false" splittable="false" required="false" />
               <text-selector code="per" name="per" read-only="false" splittable="false" required="true" id="28">
                   <value id="210" name="Yr" />
                   <value id="211" name="Hr" />
               </text-selector>
               <initial-balance code="PayRate" name="Pay Rate" read-only="false" splittable="false" required="false" id="143" />
               <display code="PayRate" name="Pay Rate Display Column" read-only="true" splittable="false" required="false" id="7" />
               <level-currency code="" name="Currency" read-only="true" splittable="false" required="false" id="8" />
           </columns>
       </modeled-sheet>
   </output>
</response>

The modeled-sheet element contains a single columns child holding one or more of these in the order defined for the sheet:

levels
dimension
text-selector
text
number
date
initial-balance
level-currency
display
timespan

response element
Tag Name		response
Attributes of the Element
Attribute Name	Required?	Value	Example
success	Y	Either true or false, indicating whether the API call was successful or not. Even successful calls may contain warning messages in their response.	true
obsolete	N	If present on the response tag and set to true, this attribute indicates that the version of the method or API which is being invoked has become obsolete and is officially deprecated by Adaptive Insights. While it continues to function at this time, it may cease functioning in a short while. Typically, this attri-bute is not present.	false
Contents of the Element
A single optional messages element, and exactly one required output element.

modeled-sheet element
Tag Name		modeled-sheet
Description		Represents a single modeled sheet being returned in the response to an export- Sheets API call.
Attributes of the Element
Attribute Name	Required?	Value	Example
id	Y	The internal system ID number for the sheet. This can be used to identify sheets in other API calls, such as exportSheetDefinition.	234
prefix	Y	The prefix of the sheet.	Capital
name	Y	The name of the sheet.	Capital Model
available-in-actuals	Y	Can be true or false. Denotes whether the modeled sheet is available in actuals version or not.	true
description	N	The textual description of the sheet, if any.	This is the Capital Model...
allow-splits	Y	True means the modeled sheet allows splits.	true
split-column-title	N	The additional column title for import when allow-splits is enabled. Use a localized string if a locale is specified in the request. This attribute is only present when allow-splits is set to true and at least one column is splittable.	Is Split Child Row
strataId	Y	The strata ID associated with this modeled sheet	2
Contents of the Element
A single columns element.

columns element
Tag Name		columns
Description		Container for one or more column elements.
Attributes of the Element
Attribute Name	Required?	Value	Example
(none)
Contents of the Element
One or more of the following elements, ordered as they appear on the sheet: • levels • dimension • text-selector • text • number • date • initial-balance • level-currency • display • timespan

levels element
Tag Name		levels
Description		Represents the "level" column on a modeled sheet. Container for one or more level elements.
Attributes of the Element
code	Y	A symbolic identifier for the column, used in sheet formulas and references.	MyColumn
name	Y	Displayable title of the column, as seen on the sheet.	My Column
read-only	Y	True if the column is marked as read-only on the sheet, false if values can be entered into the column.	false
splittable	Y	True if splits of rows can have different values for this column, false if splits must have the same value as their parent.	true
required	Y	True if this attribute is a mandatory field.	true
Contents of the Element
One or more level elements.

level element
Tag Name		level
Description		One of the levels defined for this company which is on this sheet (or on which this sheet has been placed). Level metadata, including the hierar- chical structure, can be obtained by a call to exportLevels.
Attributes of the Element
Attribute Name	Required?	Value	Example
id	Y	Internal numeric identifier for the level.	42
Contents of the Element
(none)

text element
Tag Name		text
Description		Represents a column on the sheet which holds user-entered text.
Attributes of the Element
Attribute Name	Required?	Value	Example
code	Y	A symbolic identifier for the column, used in sheet formulas and references.	MyColumn
name	Y	Displayable title of the column, as seen on the sheet.	My Column
read-only	Y	True if the column is marked as read-only on the sheet, false if values can be entered into the column.	false
splittable	Y	True if splits of rows can have different values for this column, false if splits must have the same value as their parent.	true
required	Y	True if this attribute is a mandatory field.	false
Contents of the Element
(none)

dimension element
Tag Name		dimension
Description		One of the dimensions defined for this company. Represents a column on the sheet which holds the dimension.
Attributes of the Element
Attribute Name	Required?	Value	Example
code	Y	A symbolic identifier for the column, used in sheet formulas and references.	MyColumn
name	Y	Displayable title of the column, as seen on the sheet.	My Column
read-only	Y	True if the column is marked as read-only on the sheet, false if values can be entered into the column.	false
splittable	Y	True if splits of rows can have different values for this column, false if splits must have the same value as their parent.	true
required	Y	True if this attribute is a mandatory field.	false
Contents of the Element
One or more value elements, each of which is a valid selectable value in the dimension for this sheet. If a value of the dimension is not included here, that value cannot be used on data rows on this sheet.

value element
Tag Name		value
Description		One of the values defined for this dimension or text-selector. Complete dimension metadata, including its hierarchical structure, can be obtained by a separate call to exportDimensions.
Attributes of the Element
Attribute Name	Required?	Value	Example
id	Y	Internal numeric identifier for the value.	42
name	Y	Printed representation of the value.	Mexico
Contents of the Element
(none)

text-selector element
Tag Name		text-selector
Description		Custom list of values defined for this sheet. Represents a text selector column on a modeled sheet.
Attributes of the Element
Attribute Name	Required?	Value	Example
code	Y	A symbolic identifier for the column, used in sheet formulas and references.	MyColumn
name	Y	Displayable title of the column, as seen on the sheet.	My Column
read-only	Y	True if the column is marked as read-only on the sheet, false if values can be entered into the column.	false
splittable	Y	True if splits of rows can have different values for this column, false if splits must have the same value as their parent.	true
required	Y	True if this attribute is a mandatory field.	true
id	Y	Internal numeric identifier.	42
Contents of the Element
One or more value elements.

number element
Tag Name		number
Description		Represents a column on the sheet which holds a user-entered number.
Attributes of the Element
Attribute Name	Required?	Value	Example
code	Y	A symbolic identifier for the column, used in sheet formulas and references.	MyColumn
name	Y	Displayable title of the column, as seen on the sheet.	My Column
read-only	Y	True if the column is marked as read-only on the sheet, false if values can be entered into the column.	false
splittable	Y	True if splits of rows can have different values for this column, false if splits must have the same value as their parent.	true
required	Y	True if this attribute is a mandatory field.	false
Contents of the Element
(none)

date element
Tag Name		date
Description		Represents a column on the sheet which holds a user-entered date.
Attributes of the Element
Attribute Name	Required?	Value	Example
code	Y	A symbolic identifier for the column, used in sheet formulas and references.	MyColumn
name	Y	Displayable title of the column, as seen on the sheet.	My Column
read-only	Y	True if the column is marked as read-only on the sheet, false if values can be entered into the column.	false
splittable	Y	True if splits of rows can have different values for this column, false if splits must have the same value as their parent.	true
required	Y	True if this attribute is a mandatory field.	false
Contents of the Element
(none)

initial-balance element
Tag Name		initial-balance
Description		Represents a column on the sheet that holds a user-supplied value for the initial balance of an account with a formula that determines the monthly change in the account's value.
Attributes of the Element
Attribute Name	Required?	Value	Example
code	Y	A symbolic identifier for the column, used in sheet formulas and references.	MyColumn
name	Y	Displayable title of the column, as seen on the sheet.	My Column
read-only	Y	True if the column is marked as read-only on the sheet, false if values can be entered into the column.	false
splittable	Y	True if splits of rows can have different values for this column, false if splits must have the same value as their parent.	true
required	Y	True if this attribute is a mandatory field.	false
id	Y	Internal numeric identifier of the account associ- ated with this column.	42
Contents of the Element
(none)

level-currency element
Tag Name		level-currency
Description		Represents a column on the sheet that displays the code for the currency associ- ated with each row. This is the currency of the level where the row is located.
Attributes of the Element
Attribute Name	Required?	Value	Example
code	Y	A symbolic identifier for the column, used in sheet formulas and references.	MyColumn
name	Y	Displayable title of the column, as seen on the sheet.	My Column
read-only	Y	True if the column is marked as read-only on the sheet, false if values can be entered into the column. For level-currency elements, this value is always true.	true
splittable	Y	True if splits of rows can have different values for this column, false if splits must have the same value as their parent.	true
required	Y	True if this attribute is a mandatory field.	false
id	Y	Internal numeric identifier.	42
Contents of the Element
(none)

display element
Tag Name		display
Description		Represents a column on the sheet that holds a row-based, read-only calculation.
Attributes of the Element
Attribute Name	Required?	Value	Example
code	Y	A symbolic identifier for the column, used in sheet formulas and references.	MyColumn
name	Y	Displayable title of the column, as seen on the sheet.	My Column
read-only	Y	True if the column is marked as read-only on the sheet, false if values can be entered into the column.	false
splittable	Y	True if splits of rows can have different values for this column, false if splits must have the same value as their parent.	true
required	Y	True if this attribute is a mandatory field.	false
id	Y	Internal numeric identifier.	42
Contents of the Element
(none)

timespan element
Tag Name		timespan
Description		At most one per sheet, this represents a timespan set of columns, which appear on the right of the sheet and can hold periodic data.
Attributes of the Element
Attribute Name	Required?	Value	Example
code	Y	A symbolic identifier for the column, used in sheet formulas and references.	MyColumn
name	Y	Displayable title of the column, as seen on the sheet.	My Column
read-only	Y	True if the column is marked as read-only on the sheet, false if values can be entered into the column.	false
splittable	Y	True if splits of rows can have different values for this column, false if splits must have the same value as their parent.	true
required	Y	True if this attribute is a mandatory field.	false
id	Y	Internal numeric identifier of the account associ- ated with this timespan.	42
Contents of the Element
(none)

Cube Sheet Request Format

<?xml version='1.0' encoding='UTF-8'?>
<call method="exportSheetDefinition" callerName="a string that identifies your client application">
     <credentials login="sampleuser@company.com" password="my_pwd"/>
     <cube-sheet id="4"/>
   </call>

The call element contains a credentials element, as well as a single cube-sheet.

credentials element
Tag Name		credentials
Description		All API calls must contain a single credentials element to identify the user invoking the API. The API call is then performed as this user (any audit trail or history of actions in the system will show that this user performed the action), and therefore the user must have the required permissions to per- form the action in order for the API call to succeed.
Attributes of the Element
Attribute Name	Required?	Value	Example
login	Y	The login name of the user invoking the API method. This user must have a role containing the permissions required for the method being invoked.	sampleuser@company.com
password	Y	The password of the user invoking the API method.	my_password
locale	N	Specify the locale to be used to interpret incoming numbers and dates, and to for- mat outgoing numbers and dates (using the proper thousands separator, month names, and date formatting). The locale is also used to specify the language in which any system messages in the response should appear. If not specified, en_US (American English) is used.	fr_FR
instanceCode	N	If the user specified in the credentials has access to more than one instance of Adaptive Insights, this attribute can be used to specify that the user is intending to access an instance other than their default instance. If not specified, the user's default instance will be used. To determine the available instance codes, use the exportInstances API.	MYINSTANCE1
Contents of the Element
(none)

cube-sheet element
Tag Name		cube-sheet
Description		Identifies a single cube sheet requested via an exportSheetDefinition API call.
Attributes of the Element
Attribute Name	Required?	Value	Example
id	Y	The internal system ID number for the sheet.	234
Contents of the Element
(none)

Cube Sheet Response Format

<?xml version="1.0" encoding="UTF-8"?>
<response success="true">
<output>
   <cube-sheet id="17" prefix="ExpenseCube" name="Expense Cube" description="" strataId="5">
     <dimensions>
       <dimension id="12" uncategorized="false" rollup="false" name="Product Item">
         <value id="102"/> <!-- a leaf value, no rollup, no uncategorized -->
         <value id="90"/>
       </dimension>
       <attribute id="14" uncategorized="true" rollup="true">
         <value id="74" rollup="true" />
         <value id="75" uncategorized="true" />
         <value id="76" rollup="true" />
         <value id="76" uncategorized="true"/> <!-- notice same id twice -->
         <value id="80">
       </attribute>
       <levels>
         <level id="1"/>
         <level id="7"/>
       </levels>
       <accounts>
         <account id="245" code="" />
         <account id="246" code="SalesCubeWithAttribute.Unit_Price" />
         <account id="247" code="SalesCubeWithAttribute.Unit_Sold" />
         <account id="249" code="SalesCubeWithAttribute.SalesMetric" />
         <account id="250" code="SalesCubeWithAttribute.SalesDimMetric" />
       </accounts>
       <time/>
     </dimensions>
   </cube-sheet>
</output>
</response>

The cube-sheet element contains a single dimensions child holding these in the order defined for the sheet:

dimension (one or more)
attribute (zero or more)
levels (one)
accounts (one)
time (one)

response element
Tag Name		response
Attributes of the Element
Attribute Name	Required?	Value	Example
success	Y	Either true or false, indicating whether the API call was successful or not. Even successful calls may contain warning messages in their response.	true
obsolete	N	If present on the response tag and set to true, this attribute indicates that the version of the method or API which is being invoked has become obsolete and is officially deprecated by Adaptive Insights. While it continues to function at this time, it may cease functioning in a short while. Typically, this attri- bute is not present.	false
Contents of the Element
A single optional messages element, and exactly one required output element.

output element
Tag Name		output
Attributes of the Element
Attribute Name	Required?	Value	Example
(none)
Contents of the Element
A single required cube-sheets element. This output wrapper is standard on all API responses and encloses the valid output of any successful API call.

cube-sheet element
Tag Name		cube-sheet
Description		Represents a single cube sheet being returned in the response to an exportSheets API call.
Attributes of the Element
Attribute Name	Required?	Value	Example
id		The internal system ID number for the sheet. This can be used to identify sheets in other API calls, such as exportSheetDefinition.	34
prefix		The prefix of the sheet.	ExpenseCube
name		The name of the sheet.	Expense Cube
description		The textual description of the sheet, if any.
strataId	Y	the strata id of the sheet	5
Contents of the Element
(none)

dimensions element
Tag Name		dimensions
Description		Container for the dimensions of the sheet.
Attributes of the Element
Attribute Name	Required?	Value	Example
(none)
Contents of the Element
One or more levels, dimension, accounts, time elements.

dimension element
Tag Name		dimension
Description		One of the dimensions defined for this cube sheet.
Attributes of the Element
Attribute Name	Required?	Value	Example
id	Y	The internal numeric identifier for the dimension.	34
uncategorized	Y	True means the uncategorized element of the dimension itself (the “root uncategorized” ele- ment) is available as a selection on the cube.	true
rollup	Y	True means the rollup element of the dimension itself (the rollup of all elements) is available as a selection on the cube.	true
name Available in API v22+	Y	Name of this dimension.	Product Item
Contents of the Element
One or more value elements, indicating which dimension values are available on the sheet.

attribute element
Tag Name		attribute
Description		One of the attributes placed on this cube sheet. Attribute metadata, including its hierarchical structure, can be obtained by a call to exportAttributes.
Attributes of the Element
Attribute Name	Required?	Value	Example
id	Y	The internal numeric identifier for the attribute.	34
uncategorized	Y	True means the uncategorized element of the attribute itself (the “root uncategorized” ele- ment) is available as a selection on the cube.	true
rollup	Y	True means the rollup element of the attribute itself (the rollup of all elements) is available as a selection on the cube.	true
name Available in API v22 +	Y	The name of the attribute.	Store Type
Contents of the Element
One or more value elements, indicating which values of the attribute are available on the sheet.

value element
Tag Name		value
Description		One of the values for this dimension which has been marked as available on the sheet. The same value id can appear up to twice: with and without uncategorized set to true. Dimension metadata, including its hierar- chical structure, can be obtained by a call to exportDimensions.
Attributes of the Element
Attribute Name	Required?	Value	Example
id	Y	Internal numeric identifier for the dimen- sion value.	34
rollup	N	true indicates the rollup of this dimension value. Only allowed if the value has child values in the dimension. If the attribute is missing, false is used.	true
uncategorized	N	true indicates the uncategorized value of this dimension value. Only allowed if the value has child values in the dimension. If the attribute is missing, false is used.	true
Contents of the Element
(none)

levels element
Tag Name		levels
Description		Enforced container for one or more level elements. Individual levels are returned, even if they affect visibility only. Data can be imported into any level.
Attributes of the Element
Attribute Name	Required?	Value	Example
(none)
Contents of the Element
One or more level elements.

level element
Tag Name	level
Description	A level found on this sheet, on which this sheet appears. Level metadata, including its hierarchical structure, can be obtained by a call to exportLevels.

Attributes of the Element
Attribute Name	Required?	Value	Example
id	Y	Internal numeric identifier for the level.	12
Contents of the Element
(none)

accounts element
Tag Name		accounts
Description		Enforced container for one or more account elements. Individual accounts are returned, even if they affect visibility only. Data can be imported into any input account.
Attributes of the Element
Attribute Name	Required?	Value	Example
(none)
Contents of the Element
One or more account elements.

account element
Tag Name		account
Description		One of the accounts defined for this cube sheet. Account metadata, including its hierarchical structure, can be obtained by a call to exportAccounts.
Attributes of the Element
Attribute Name	Required?	Value	Example
id	Y	Internal numeric identifier for the account.	23
code Available in API v22+	N	The account code for the account.	SalesCubeWithAttribute.Unit_Price
Contents of the Element
(none)

time element
Tag Name		time
Description		Enforced time dimension.
Attributes of the Element
Attribute Name	Required?	Value	Example
(none)
Contents of the Element
(none)

Category	Metadata retrieval
Description	Returns the definition of the given modeled or cube sheet.
Permissions Required To Invoke	IMP (import data) or MOD (create, edit, and delete sheets)
Parameters Required On Request	Credentials and a specification of which sheet is being requested.