Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks
Understanding Drill Down in Web Reporting
Drill down reporting is a powerful feature in Workday Adaptive Planning Web Reporting. It allows businesses to dive deeper into data for more precise insights. Here’s a quick guide to understanding its benefits and how to use it effectively. Why Drill Down…
August 6, 2025
Workday Adaptive Planning Tips & Tricks
Using Integration to Hard Code Calculated Values
While it's super helpful to have the ability to lock your plan versions in Workday Adaptive Planning, it’s not a perfect solution all the time. A “locked” version will prevent users from entering new data or updating formulas, but the formulas themselves…
July 23, 2025
Workday Adaptive Planning Tips & Tricks
Scheduled Report Notifications with Attachments
In today’s fast-paced business environment, timely access to critical financial and operational data is essential. Workday Adaptive Planning offers a powerful feature—Scheduled Report Notifications with Attachments—that ensures key stakeholders receive the right information at the right time, without the need for manual…
July 16, 2025
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Tips and Tricks: Data Integration and Creating a Join Table
Did you know that Workday Adaptive Planning integrations allow you to create joined tables to be used as a source table in Adaptive? It’s true! The process involves creating and defining the join between tables. You must have the proper credentials yourself…
July 9, 2025
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Replacing Nested If-Statements With The Use of SWITCH Formulas in Workday Adaptive Planning
When writing out formulas in Workday Adaptive Planning, it is common to come across multiple conditions that require complex logic to calculate correctly. Many model builders rely on nested “if” statements to handle these scenarios, often resulting in a very long formula.…
July 2, 2025
Workday Adaptive Planning Tips & Tricks
Version Specific Transactions Drillthroughs
Workday Adaptive Planning is a powerful tool for analyzing data. One example of this is the ability to integrate your company’s transactional data into Adaptive. This allows for drillthrough capabilities on sheets and reports. While transactions in Adaptive are not version specific,…
June 25, 2025
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…