How to Get Data

Step 1: Import Adaptivepy and pretty print (to show results)

from wdadaptivepy import AdaptiveConnection
import pprint

Step 2: Set up your connection parameters

username = ""  # Provide your username
password = ""  # Provide your password

Step 3: Connect to your adaptive instance

adaptive = AdaptiveConnection(
    login=username,
    password=password
    )

Step 4: Define the version

version = adaptive.versions.get_all()[0]  # adaptive.versions.Version(code="Actuals")

Step 5: Define the account and the account filter

accounts = adaptive.accounts.get_all()
account_filter = AccountFilter(account=accounts[0].get_descendents())

Step 6: Define the time and time filter

adaptive_time = adaptive.time.get_all()
start_period = [period for period in adaptive_time[0].period if period.code == "01/2020"][0]
end_period = [period for period in adaptive_time[0].period if period.code == "01/2026"][0]
time_filter = TimeFilter(start=start_period, end=end_period)

Step 7: Define the data filter and then get the data

data_filter = ExportDataFilter(accounts=account_filter, time=time_filter)
data = adaptive.data.get_data(version=version, data_filter=data_filter)

Sample Output

{'Account Code': '1110_CA_PettyCash', 'Account Name': '1110 Petty Cash', 'Amount': 0.0, 'Level Code': 'BC - 91', 'Level Name': 'Sales - North', 'Period Code': '05/2024'}