Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks
Using Parameters on Web Reporting
Parameters in Workday Adaptive Planning offer a simple yet powerful way to make your Web Reports more dynamic. Instead of creating multiple versions of the same report or constantly adjusting filters, parameters let you easily change levels, time periods, versions, dimensions, or…
November 19, 2025
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning 2025R2 Release: Version-Specific Overrides for Linked Accounts
The 2025R2 release of Workday Adaptive Planning introduces a powerful new capability that many model builders and planners have been waiting for: version-specific overrides for linked accounts. This feature gives you the flexibility to decide when linked account behavior should apply and…
November 12, 2025
Workday Adaptive Planning Tips & Tricks
Unlocking Workday Adaptive Planning’s Power with its APIs
In our previous posts, What is an API and Using APIs with Postman, we introduced the basics of APIs and covered the popular API testing tool Postman. Now that you have a solid grasp of APIs, let's dive into Workday Adaptive Planning's…
November 5, 2025
Workday Adaptive Planning Tips & Tricks
Using APIs with Postman: A Powerful Tool for APIs
In our first blog post, we introduced the basics of Application Programming Interfaces (APIs) and explored their benefits in automating tasks, streamlining processes and gaining insights into financial data. As a Workday Adaptive Planning user, you're likely eager to start using APIs…
October 29, 2025
Workday Adaptive Planning Tips & Tricks
Introduction to APIs: A Primer for Business Users
As business users of Workday Adaptive Planning, we are constantly looking for ways to automate tasks, streamline processes, and gain insights into our financial data. One powerful tool that can help achieve these goals is the use of Application Programming Interfaces (APIs).…
October 22, 2025
Workday Adaptive Planning Tips & Tricks
Using Dashboards for Planning
Typically, dashboards are known for their ability to house charts and graphs that are dynamic in which version they look at, the time, and the Levels. However, dashboards can be used for planning purposes because of the ability to drop existing sheets…
October 15, 2025
Workday Adaptive Planning Tips & Tricks
Importing Transactions
Manually uploading transactions into Workday Adaptive Planning is a useful method for adding data outside of automated integrations. Here are the steps you need to take to do this: Step 1: Edit the columns that will appear in your transaction report by…
October 8, 2025
Workday Adaptive Planning Tips & Tricks
How to Use the Audit Trail feature in Web Reporting
Audit Trail Search in Workday Adaptive Planning is a feature that logs every change made within the instance. This includes updates to data, setting, and user interactions. It captures detailed information such as: Who made the change? What changes were made? When…
October 1, 2025
Workday Adaptive Planning Tips & Tricks
Cumulative Translation Adjustment Accounts
If your company has international operations, Workday Adaptive Planning provides you an easy to set up feature to track gains and losses from translating foreign currencies. Rather than having to create a calculated account with a formula, Adaptive makes it easy with…