Workday Adaptive Planning Training
Revelwood offers a variety of Workday Adaptive Planning (formerly Adaptive Insights) training courses. Our seasoned, certified instructors ensure you get the technical skills you need to succeed on the job. Our courses range between introductory to advanced, depending on your skill level and each class is taught by a live instructor in a virtual classroom setting. We would be delighted to train your team on-site at your location (contact us for pricing and more information). This gives you the benefit of being able to ask questions, get instant answers and learn from your classmates. We ensure you walk away from each class with best practices and new tips and tricks that will help you be more effective in your role.
Each a la carte, online course comes in two flavors:
- An interactive course is five hours long and costs $399. Students will be given a login ID and password to our instance and you will be an active participant in the hands-on exercises and model build components. Standard training courses will take place using Revelwood’s custom-built Training instance. Contact us to learn about training options using your company’s instance instead.
- A view-only course is five hours long and costs $249. Anyone can attend these courses. This is for individuals who wish to audit the course only. You will not be provided with a login ID but you will have a chance to watch, learn, and ask questions.
- If you have any questions about the Workday Adaptive Planning eLearning program, please contact us at info@revelwood.com.
Space is limited to 10 students per class for a superior learning experience.
Click here to see our class schedule.
Find out why live, instructor-led training is so valuable.
Learn why so many people turn to Revelwood for their training needs.
See class descriptions below.
"With Revelwood's help, we've streamlined our planning processes leaving time for more value-added activities such as concentrating on the revenue stream."
— Kimberly Lomax | Rayonier
"Revelwood’s knowledge transfer to our team means our new system can easily and quickly change as our business changes."
— Tina Cone | Energy Transfer Partners
"We started our relationship with Revelwood needing a system to allow financial data to be easily consolidated, reported and budgeted. They have helped us think outside the box and provided quick solutions to all of our needs."
— Jonathan Norwood | Security Finance
"We are extremely impressed by Revelwood’s ability to take complicated guidance and piece it together into a set of forecasting logic. In our previous forecasting application we forecasted revenue in Excel before uploading the end result to the application. Shortly after implementing Planning Analytics, we undertook a project to calculate forecasted revenue within Planning Analytics and, with Revelwood’s help, it went very smoothly and exceeded our expectations. We are very excited with the result!"
— Rob Stilley | American Century Investments
Introduction to Workday Adaptive Planning & Reporting
This course is designed to introduce new users to Workday Adaptive Planning. Administrators and end-users will benefit from a review of Workday Adaptive Planning basics including:
- Navigation throughout the application
- Structure design element basics
- Levels
- Versions
- Accounts
- Dimensions
- Attributes
- Budget entry in a student-created Operating Expense sheet
- Model and Cube sheet demonstration
- Basic Report-creation using the Matrix report writing tool from within Workday Adaptive Planning
- Review of Users and Roles
- Basic formulas and utilization of the formula wizard
- Introduction of the import functionality from within Workday Adaptive Planning
If you are interested in taking our Introduction to Workday Adaptive Planning & Reporting class, click here to see our class schedule. If you have any questions, please contact us.
Workday Adaptive Planning Web Reporting & Dashboards
This class is designed for both beginner and intermediate users who want to learn about the reporting options within the Workday Adaptive Planning application. The course will cover the following topics:
- Reporting options within Workday Adaptive Planning
- Using the matrix report builder including basic and advance calculation/formula options
- Design a P&L report
- Create a version comparison report
- Report on modeled sheet data
- Use conditional formatting and display options
- Understand the benefits of the upload file “report”
If you are interested in taking our Workday Adaptive Planning Web Reporting & Dashboards class, please contact us.
For the class schedule, click here.
Introduction to OfficeConnect Reporting
This course is designed for report developers with minimal experience with the OfficeConnect application. The course will cover the following topics:
- OfficeConnect terminology and navigation within the application
- Creation of an OfficeConnect report dynamically linked to an Workday Adaptive Planning instance
- Working with relative and static time-elements enabling the creation of rolling period reports
- Parameters and labels which enable the creation of either tabular excel reports or one report with selection options (mainly used with the Level element from the Workday Adaptive Planning instance)
- Linking selected elements from a previously created Excel report to the matching Workday Adaptive Planning data, enabling the use of all the creative presentation already existing in the report
- A demonstration of the connectivity between OfficeConnect Excel and its associated Word and PowerPoint applications
If you are interested in taking our Introduction to OfficeConnect Reporting class, please contact us.
For the class schedule, click here.