Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Reordering Parent and Children Cube Accounts in Cube Sheets
This week’s Workday Adaptive Planning tip pertains to the manual process of reordering Cube accounts to enable a desired hierarchy of accounts. While an Account Attribute could be tagged onto the accounts as an alternate hierarchy structure, a full restructuring of the…
June 14, 2023
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 the structure 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…
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.…
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…
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…
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…
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…
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…
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”…