Workday Adaptive Planning Tips & Tricks
Spreading Revenue with Spread Lookups
Spreading revenue over time is a common requirement in FP&A, especially for implementations, phased projects, or ramp-up initiatives where revenue is recognized gradually rather than all at once. Manually allocating revenue across months can be time-consuming and error-prone—but Workday Adaptive Planning offers…
January 28, 2026
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Using Display Fields in Modeled Sheets
Modeled sheets in Workday Adaptive Planning often have no monthly data that displays on the sheet. To see the monthly calculations you must go to row details and create a report or create a separate sheet (standard or cube). However, you can…
October 26, 2023
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Loan Amortization
Loan amortization schedules in Workday Adaptive Planning are slightly different than those done in Excel. In Excel the typical amortization schedule looks like this: In Workday Adaptive Planning most versions only go 1-5 years into the future. Creating a complete 10-25 year…