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Gary Leiffer

About Gary Leiffer

Workday Adaptive Planning Tips & Tricks

Workday Adaptive Planning Tips & Tricks: Show Actuals for Linked Accounts

 

This week’s Workday Adaptive Planning and Reporting Tips & Tricks post explains an option in thestructure options for GL accounts, custom accounts and assumption accounts. The wording is not explicit and is actually misleading. If the developer wants the actual data to…

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May 18, 2022

Workday Adaptive Planning Tips & Tricks

Workday Adaptive Planning Tips & Tricks: Common Questions Asked During Training

 

My next five Workday Adaptive Planning Tips & Tricks posts will explore the most-frequently asked questions during my Workday Adaptive Planning training classes. In each tip/trick article I will present the question, the reason it is being asked and my well-rehearsed response.…

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August 18, 2021

Workday 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…

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February 3, 2021

Workday 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…

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August 12, 2020

Workday 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…

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July 15, 2020

Workday 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…

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June 3, 2020

Workday 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…

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April 15, 2020

Workday 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”…

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April 8, 2020

Workday 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…

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April 1, 2020


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Popular Posts

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Authors

  • John Pra Sisto
  • Revelwood
  • Adam Riskin
  • Ailenette Cruz
  • Brian Combs
  • Dave Miersch
  • Dillon Rossman
  • Gary Leiffer
  • Ken Wolf
  • Koury Reid
  • Lee Lazarow
  • Lisa Minneci
  • Marc Assenza
  • Mary Luchs
  • Michelle Song
  • Nina Inverso
  • Summer Jeter
  • Tara Byrnes
  • Thanh Chau
  • Wesley DeMarco

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