Workday Adaptive Planning is a powerful tool for analyzing data. One example of this is the ability to integrate your company’s transactional data into Adaptive. This allows for drillthrough capabilities on sheets and reports.
While transactions in Adaptive are not version specific, we can change the drillthrough view to provide more customized insights in different versions. This comes in handy if you have actuals data coming in through different data sources or want to see different fields when drilling through on a budget or forecast version.
Once you’ve defined all of the transactions fields you want to include in modeling, you can create the customized drillthrough views as transactions reports. Within the transactions report you can pick and choose which fields you want to include in the view. To actually assign that view to a version, you’ll navigate to the version administration under modeling. The last setting in the version details says “Drill into Transactions.” By default, “Default” will be selected from the dropdown. This indicates that the transactions drillthrough for that version is the same fields that you created for the transaction under modeling. In that drop down, you will also see any transactions reports that you created. When you select one of those reports, you will be defining that view as the transactions drillthrough for that version.
Revelwood is an award-winning, Platinum Solution Provider for Workday Adaptive Planning. We build solutions for the Office of Finance that minimize your risk by seamlessly incorporating business analytics into your everyday thinking. By combining the software with our best practices and out-of-the-box applications, we help businesses achieve their full potential with Workday Adaptive Planning.
Read more Workday Adaptive Planning Tips & Tricks:
Workday Adaptive Planning Tips & Tricks: Report Parameter Behavior
Workday Adaptive Planning Tips & Tricks: Greatest & Least Formulas
Workday Adaptive Planning Tips & Tricks: Editing Dimensions
