Workday Adaptive Planning Tips & Tricks
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…
September 24, 2025
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Virtual Version – Report Toggling
Virtual versions are used mainly for constant currency reporting in Workday Adaptive Planning. However, there’s a hidden advantage of virtual versions that most customers don't know! It is updating version selection in reports/dashboards. For example, say you have many reports that reference…
September 17, 2025
Workday Adaptive Planning Tips & Tricks
Add Additional Years to your Time Strata
Managing time strata effectively is key to long-term financial planning in Workday Adaptive Planning. But what happens when your current calendar doesn’t extend far enough into the future? In this Workday Adaptive Planning Tips & Tricks video, we walk through the steps…
September 10, 2025
Workday Adaptive Planning Tips & Tricks
Mastering Merged Cube Sheets in Workday Adaptive Planning
Merged cube sheets are a powerful tool in Workday Adaptive Planning that combine data from up to three modeled or cube sheets. They enable advanced calculations, simplify data management, and enhance forecasting. Let’s dive deeper into understanding their purpose, characteristics, and how…
September 3, 2025
Workday Adaptive Planning Tips & Tricks
Account Modifiers in Formulas
The Formula Assistant in Workday Adaptive Planning provides a provides a powerful way to customize how data is pulled and calculated in formulas To enhance the flexibility of your formulas, you can use a variety of modifiers that adjust how the information…
August 27, 2025
Workday Adaptive Planning Tips & Tricks
Limiting the Scope of Calculated Accounts
Both modeled and cubed sheets in Workday Adaptive Planning allow the user to set a scope to limit the calculation for calculated accounts for both actuals and planned data. A user may utilize this feature to allow calculations to start at a…
August 20, 2025
Workday Adaptive Planning Tips & Tricks
Override Formula Settings on Calculated Accounts
Workday Adaptive Planning is a powerful tool for financial planning and analysis. One of its key strengths is its flexibility in handling data input and formula calculations. One often overlooked, but highly useful feature is the Override Formula Setting on accounts. This…