Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Flexible Planning
Do you know how flexible Workday Adaptive Planning is? One of the key elements to any enterprise planning system is usability by different users with different needs. Workday Adaptive Planning is particularly flexible and allows for a variety of views. Watch this…
September 8, 2021
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Common Questions Asked During Training
My next five Workday Adaptive Planning Tips & Tricks posts will explore the most-frequently asked questions during my Workday Adaptive Planning training classes. In each tip/trick article I will present the question, the reason it is being asked and my well-rehearsed response.…
August 18, 2021
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Where Did My Parameters Go?
Did you ever wonder where did your parameter go after you added it to a report in Workday Adaptive Planning? This post will help you find your parameters. A parameter is helpful in matrix reports and can be used to filter your…
June 16, 2021
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Save Personal Views on Sheets with Dashboard
If you open any sheets via the Sheet tab in Workday Adaptive Planning, you can only save one view per sheet per version per user. Prior to the 2020 R2 Release, the only workaround to save the same sheet with multiple views…
April 21, 2021
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Excel Substitute
We have something different for today's Workday Adaptive Planning Tips & Tricks post - an Excel tip! Our Adaptive Planning users also use Excel, so we thought they'd find this helpful. Have you ever wanted to get rid of spaces in some…
March 3, 2021
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Interactive Dashboards – Dynamic Planning with Embedded Sheets
More often than not, clients of Revelwood will make use of multiple sheets in Workday Adaptive Planning to support different aspects of their planning process(es). When using several sheets to make changes to key drivers, assumptions and scenario drivers, clients often ask…
February 24, 2021
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Excel Reporting Using a Report Template
Many users of Workday Adaptive Planning utilize OfficeConnect for their Excel reporting. But not all users will have access to OfficeConnect, depending on your organization. But there is another great option for Excel reporting called a Report Template. What is the difference…
February 17, 2021
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Expand/Collapse Feature in OfficeConnect
This week’s Workday Adaptive Planning and Reporting Tip & Trick pertains a new feature in OfficeConnect introduced into the application in Workday Adaptive Release 2020R2 (September 2020.) Previous to this release, clients disliked the fact that to “drilldown” to detail accounts, or…
February 3, 2021
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: CAPEX Planning – Your Tool for Growth
CAPEX (capital expenditures) planning is a key feature in Workday Adaptive Planning and gives the Office of Finance and senior executives greater visibility into the company’s financial risk, while also providing a tool for measuring corporate growth. Before we go into the…