Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Reordering Parent and Children Cube Accounts in Cube Sheets
This week’s Workday Adaptive Planning tip pertains to the manual process of reordering Cube accounts to enable a desired hierarchy of accounts. While an Account Attribute could be tagged onto the accounts as an alternate hierarchy structure, a full restructuring of the…
June 14, 2023
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Framework: Purchase Order Management for Organization-Wide Planning
Purchase orders are typically viewed from a procurement perspective – usually to make key decisions about sales and inventory, or to audit vendors. But they can also provide the finance and project management teams with important information for planning processes. You can…
March 29, 2023
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Adaptive Displays – Sheets
There are many different reasons you might want to customize how the sheet you are viewing is displayed in Workday Adaptive Planning. Maybe you only have data for just a few months. Maybe you want to sum a row of values and…
March 22, 2023
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Framework: ASC 606 Revenue Recognition
ASC 606 is a revenue recognition standard that affects all businesses that enter into contracts with customers to transfer goods or services. It impacts public, private and non-profit entities. It provides a framework for businesses to recognize revenue more consistently. Incorporating the…
March 15, 2023
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Alternate Calendars (Time Strata)
Workday Adaptive Planning is a great planning tool due to its suitability for organizations in a wide variety of industries. However, one challenge is the inability to have multiple calendars to plan by. Some companies need this feature in order to accurately…
March 8, 2023
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: How to Create Dimension Attributes
Dimension attributes in Workday Adaptive Planning are very helpful when we want to further separate data from the same dimension or give a hierarchy to a flat dimension. In this example, I use the dimension “New Jersey Apples.” We can tag each…
February 22, 2023
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: How to Create a Dimension
Dimensions are a key element of Workday Adaptive Planning. Creating a dimension is very easy. Here are some approaches to create dimensions in Workday Adaptive Planning. The first thing to consider is hierarchy. It is Revelwood’s best practice to keep dimensions flat,…
February 8, 2023
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Reusable Reports
As a relative newcomer to Workday Adaptive Planning, I find the Reusable reports function particularly useful. The ability to create a Reusable Report is a function in Adaptive Planning that preserves the elements and format of a previously saved Matrix Report. Row…
November 9, 2022
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Crosstabs – The Significance of and How to Build
Crosstabs in Workday Adaptive Planning are a great way to visualize and analyze data. This type of chart is great for comparing data sets and their relationships. Data in a Crosstab is visualized in a tabular format. Crosstab allows you to compare…