Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Choose the Correct TIME Syntax
Are you familiar with all the TIME syntax in Workday Adaptive Planning? Do you know what is the best practice for each of them? This blog post will tell you the difference between them. Below are the most common TIME syntax in…
June 22, 2022
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Revenue Cohort Modeling
Do you know about cohort modeling in Workday Adaptive Planning? A cohort model provides meaningful insight of data grouped into subsets based on any characteristic important to the company. The groups are called “cohorts.” Cohorts can be based on time (i.e. season,…
June 8, 2022
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Check Boxes in Modeled Sheets
As part of the 2022R1 release, Workday Adaptive Planning has enabled some new enhancements for Modeled Sheets. I am most excited for the checkbox capability, a new feature for Modeled Sheets. In addition to being a nice visual icon for users in…
June 1, 2022
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Show Actuals for Linked Accounts
This week’s Workday Adaptive Planning and Reporting Tips & Tricks post explains an option in thestructure options for GL accounts, custom accounts and assumption accounts. The wording is not explicit and is actually misleading. If the developer wants the actual data to…
May 18, 2022
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Override Formulas
This week’s Workday Adaptive Planning tip and trick pertains to importing and exporting override formulas. Override formulas are a useful tool for version-specific data manipulation. To use override formulas, navigate to modeling, then accounts. As seen in the screenshot below, there are…
March 2, 2022
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…