Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks
Creating Scenarios in Adaptive Planning
In today’s economy, the only thing we can be certain of is uncertainty. For finance and operations teams, the pressure to provide instant, accurate answers to “What if?” has never been higher. Traditional spreadsheet-based planning often fails here—it’s too slow, prone to…
February 18, 2026
Workday Adaptive Planning Tips & Tricks
Created Dimensions Through Metadata Loaders
Metadata loaders are a great way to automate the creation of dimensions such as vendors and customers. Many times, integrations fail because of unmapped dimensions values, but by creating a loader, will automate this process to ensure Adaptive’s list is up to…
February 11, 2026
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning for Google Sheets
Required: To request this feature, contact your Named Support Contact (NSC) to submit a Workday Customer Care: Adaptive Instance Management type case (request). After confirming that you're eligible, Workday will enable the feature. This is the only way to access the feature…
February 4, 2026
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
Boosting Data Accuracy with Modeled Sheet Data Validation in Workday Adaptive Planning
As planning models grow more complex and collaborative, ensuring the accuracy and consistency of entered data is crucial! Workday Adaptive Planning’s Modeled Sheet Data Validation feature offers powerful capabilities to proactively prevent errors and maintain clean, reliable data across your planning environment. Whether…
January 21, 2026
Workday Adaptive Planning Tips & Tricks
How to Edit a Dashboard
Dashboards are a key way to visualize and share important data in Workday Adaptive Planning. Knowing how to edit them effectively allows you to tailor the insights for your team, track performance metrics, and ensure everyone is looking at the most relevant…
January 14, 2026
Workday Adaptive Planning Tips & Tricks
Unified Provisioning Authentication (UPA) for Customers Using Adaptive Planning with Workday Single Sign-On (SSO)
What is it? As part of Workday’s 2025R2 product release, they rolled out a powerful new feature for customers that use Adaptive Planning with Workday single sign-on (SSO). Customers can now access a delivered Unified Provisioning and Authentication (UPA) workspace to manage…
January 7, 2026
Workday Adaptive Planning Tips & Tricks
Leveraging Repeating Reports in Workday Adaptive Planning’s OfficeConnect
Workday Adaptive Planning’s OfficeConnect is a powerful tool that integrates directly with Microsoft Excel, Word, and PowerPoint, enabling users to create dynamic reports with live data feeding directly from Adaptive. One of the most valuable features within OfficeConnect is Repeating Reports, which…
December 17, 2025
Workday Adaptive Planning Tips & Tricks
The Power of Split Rows in Workday Adaptive Planning Modeled Sheets
In Workday Adaptive Planning, flexibility is everything—especially when it comes to modeling your data at the right level of granularity. That’s where Split Rows come in handy. Whether you’re working with standard sheets or modeled sheets, understanding how to use splits effectively…