Workday Adaptive Planning Tips & Tricks
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…
March 26, 2025
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Machine Learning Predictive Forecaster: Lever Sheets
The machine learning predictive forecaster in Workday Adaptive Planning allows users to leverage machine learning to make predictions for financial planning and analysis. After setting up the initial requirements for a predictive forecaster, including name, sheet, forecast version, start period, end period,…
March 12, 2025
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning User Interface Changes 2025 R1
As part of the Workday Adaptive Planning 2025 Release in March 2025, Workday will be making changes to the user interface. These changes will impact Sheets, Matrix Reports, Dashboards, and Scenario Management. The goal of these changes is to adopt a user…
February 26, 2025
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Write-back for OfficeConnect
There is a lot to be excited about with Workday Adaptive Planning’s new release. From changes in the Adaptive Planning interface itself, to updates with Workday's OfficeConnect Excel plug-in, there is something that will benefit every user. Today we will be focussing…