Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Data Validation Rules in Modeled Sheets
In the dynamic world of financial planning and analysis, accuracy and reliability of data are paramount. Workday Adaptive Planning offers robust tools to help organizations achieve precise financial modeling. One feature is the implementation of data validation rules in modeled sheets. These…
October 16, 2024
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Workforce Planning
Workforce planning has become a necessity for all organizations. It allows human resources (HR) to work alongside Finance professionals to plan the organization’s workforce allocation and to achieve business goals. Unfortunately, most workforce planning models are outdated and lack predictive analytics. However,…
October 9, 2024
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Linked Accounts with Link Filter
Linked accounts serve as the backbone of financial modeling in Workday Adaptive Planning. They establish connections between different elements of your financial structure, enabling seamless aggregation and analysis of data across various dimensions. By linking accounts, you can bring data from different…
August 14, 2024
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Importing with Ease
One of the key features of Workday Adaptive Planning is the ability to import data in mass efficiently, saving time and reducing errors. In this blog post, we will provide a step-by-step guide into the import process, providing detailed information on accessing…
June 26, 2024
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: A Practical Guide to Shared Formula Import
The shared formula import file in Workday Adaptive Planning saves time and gives users the ability to apply formulas to any account by version and by level. Adding several formulas to many accounts for a version can be very time-consuming, depending on…
June 5, 2024
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Capital Summary Sheet – New & Existing Depreciation
The capital summary sheet provides a snapshot of an organization's capital assets and their depreciation with an overview of CapEx by asset type and level. This sheet allows the user to see the total depreciation, which is broken down by new depreciation…
May 29, 2024
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: How to Filter Data for Sage Intacct Integrations within Adaptive Staging Tables
There are many times when importing data into the staging tables for Sage Intacct integrations that I am looking for just a subset of data and not all the data. Importing everything takes time, and if you filter your retrieval in the…
May 15, 2024
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Matrix Report “Save” vs “Save As” Options
This Workday Adaptive Planning and Reporting Tip pertains to a common issue HTML Matrix report developers and users encounter after running a report. I will explain the issue and then present options to safeguard your Report from being overwritten by mistake. A…
December 20, 2023
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Automating Workflows and Approval Processes
Workflow is a built-in feature in Workday Adaptive Planning that provides an approval process for both user-assigned and level-assigned sheets. It makes the process of approving and rejecting levels and sheets within many planning versions and actuals more efficient. You can access…