Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks
Spread Lookups
Spread lookups are a functionality in Workday Adaptive Planning that are found on Modeled sheets. It allows the user to spread an amount over any number of periods by any percentage they would like. This functionality allows the user to customize their…
June 18, 2025
Workday Adaptive Planning Tips & Tricks
Forecast Explanations in Predictive Forecaster
With machine learning predictions, it can often be challenging to understand why certain forecasts were made. To bridge this gap, Workday has a new feature: Forecast Explanation in Machine Learning Predictive Forecaster. With this feature, you gain deeper insights into the factors…
June 11, 2025
Workday Adaptive Planning Tips & Tricks
2025 R1 Dashboard Improvements – Charts and Perspective Folders
There is tons to be excited about in Workday Adaptive Planning 2025 R1. There are new improvements to further enhance the Adaptive interface, along with user experience. Some key improvements have been made to the dashboard feature in Adaptive. Some of the…
June 4, 2025
Workday Adaptive Planning Tips & Tricks
Reset to Default View on Sheets
When navigating display options or filters on different types of sheets in Workday Adaptive Planning, it can get messy quickly and even cause the data for a sheet to not load and have an error message. Workday recently released a function where…
May 28, 2025
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Report Parameter Behavior
Recent updates to reporting tools in 2025 R1 of Workday Adaptive Planning streamline the creation and management of report parameters. These updates offer key benefits such as: Consistent parameter creation across level, dimensions, and attributes, and Automatic inclusion of new values as…
May 14, 2025
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Greatest & Least Formulas
Many of you have probably used the MIN and MAX formulas in Excel when working with financial models, reporting, and data analysis, comparing and selecting minimum or maximum values in a range is a common requirement. In Workday Adaptive Planning, we achieve…
April 30, 2025
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Editing Dimensions
Both modeled and cubed sheets in Workday Adaptive Planning offer the ability to add dimensionality to the model to further enhance data visualization. Dimensions and their values are often needed to be updated and maintained. While this could be seen as an…
April 16, 2025
Workday Adaptive Planning Tips & Tricks
Cube Sheet Restrictions in Workday Adaptive Planning
Cube sheets in Workday Adaptive Planning often include a wide range of filters such as dimensions, accounts, attributes, and others. However, not all options under each filter are relevant for every model. By taking advantage of the cube sheet restrictions feature in…
April 2, 2025
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: The User Access Calculator
Workday Adaptive Planning's User Access Calculator is a powerful tool that allows administrators to manage and monitor user access within the platform efficiently. In this post, we will walk you through the step-by-step process of using the User Access Calculator to check…