The Formula Assistant in Workday Adaptive Planning provides a provides a powerful way to customize how data is pulled and calculated in formulas
To enhance the flexibility of your formulas, you can use a variety of modifiers that adjust how the information is retrieved. These modifiers include time, level, dimension, and attributes, each serving a unique purpose to make your formulas more dynamic and accurate. By incorporating these modifiers, you can manipulate the data in various ways to meet specific reporting or analysis needs.
For instance, when referencing an account, you can apply these modifiers to retrieve data in a manner that fits your desired outcome. A common example would be when you want to reference trailing data, such as pulling the trailing 12 months of revenue. By modifying the formula to say
ACCT.Revenue[time=this-12:this-1],
you can ensure that it pulls revenue data for the previous 12 months, with the ending month being the one immediately preceding the current month you’re analyzing.
Beyond time-based adjustments, you can also use account attributes to fine-tune your calculations based on groupings or classifications associated with the data. For example, if you want to calculate revenue specifically for a particular region, you can apply an attribute filter like
ACCT.Revenue[Region = North]
to pull in all revenue data associated with accounts tagged with the “North” region. This allows you to create more granular and targeted reports, tailored to specific attributes or dimensions within your data.
These modifiers help ensure that your formulas are more flexible, powerful, and specific to your needs, providing deeper insights and more accurate reporting.
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Read more Workday Adaptive Planning Tips & Tricks:
Understanding Drill Down in Web Reporting
Using Integration to Hard Code Calculated Values
Scheduled Report Notifications with Attachments
