About Gary Leiffer
Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Expand/Collapse Feature in OfficeConnect
This week’s Workday Adaptive Planning and Reporting Tip & Trick pertains a new feature in OfficeConnect introduced into the application in Workday Adaptive Release 2020R2 (September 2020.) Previous to this release, clients disliked the fact that to “drilldown” to detail accounts, or…
February 3, 2021
Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Templates
This week’s Workday Adaptive Planning and Reporting Tip & Trick pertains to the useful and elusive template. Templates exist throughout the Adaptive Planning application to enable the upload of the important data utilized within. Whether you have a set of Actual GL…
August 12, 2020
Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: The Formula Assistant – How To, Where & Why
This week’s Adaptive Insights Tips & Tricks post pertains to the ever-mysterious Formula Assistant, which is a "wizard" that exists throughout the application. It helps you create the even-more-mysterious and somewhat intriguing formulas themselves. Any clients attempting to create basic formulas such…
July 15, 2020
Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Virtual Versions and Neutral Exchange Rate
Many companies with multiple currencies and exchange rates within the Adaptive Insights Planning instance require a methodology to compare the current year budget to the current year actuals while maintaining the exchange rate utilized to create the budget. This is sometimes referred…
June 3, 2020
Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: More on Accounts, Attributes & Levels
In this week’s Workday Adaptive Planning Tips & Tricks blog post, I am revisiting the article I authored that was published on April 1, 2020 (no fooling!). In that article I reviewed a question I have been asked multiple times over the…
April 15, 2020
Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Hidden Effects of the New 2020R1 Release
This week’s Workday Adaptive Planning Tips & Tricks post from Revelwood came about as I was teaching Adaptive Reporting to a new(er) client on their instance. I always start my reporting class by reviewing all the reporting options on the “New Report”…
April 8, 2020
Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Attributes, Accounts, Dimensions, Levels – What’s the Difference?
This week’s blog is about a question I have been asked multiple times over the last two years. It pertains to the cube sheet, and the difference between attributes, accounts, dimensions and levels in the way each enables, or disables, data entry…
April 1, 2020
Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: How to Remove Repetitive Total Rows
In today’s Workday Adaptive Planning Tips & Tricks blog post, I discuss how to remove from view the repetitive total rows which arise when dimensions are viewed in rows on a cube sheet. In a prior life, some of my students have…
March 18, 2020
Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: General Ledger Root Accounts
My last few Adaptive Insights Tips & Tricks blog posts have focused on capabilities of Adaptive Insights that are hidden and/or under utilized. In today’s Adaptive Insights Tips & Tricks blog post, I discuss the importance of the General Ledger Root Accounts…