Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: A Practical Guide to Shared Formula Import
The shared formula import file in Workday Adaptive Planning saves time and gives users the ability to apply formulas to any account by version and by level. Adding several formulas to many accounts for a version can be very time-consuming, depending on…
June 5, 2024
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Capital Summary Sheet – New & Existing Depreciation
The capital summary sheet provides a snapshot of an organization's capital assets and their depreciation with an overview of CapEx by asset type and level. This sheet allows the user to see the total depreciation, which is broken down by new depreciation…
May 29, 2024
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: How to Filter Data for Sage Intacct Integrations within Adaptive Staging Tables
There are many times when importing data into the staging tables for Sage Intacct integrations that I am looking for just a subset of data and not all the data. Importing everything takes time, and if you filter your retrieval in the…
May 15, 2024
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Matrix Report “Save” vs “Save As” Options
This Workday Adaptive Planning and Reporting Tip pertains to a common issue HTML Matrix report developers and users encounter after running a report. I will explain the issue and then present options to safeguard your Report from being overwritten by mistake. A…
December 20, 2023
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Automating Workflows and Approval Processes
Workflow is a built-in feature in Workday Adaptive Planning that provides an approval process for both user-assigned and level-assigned sheets. It makes the process of approving and rejecting levels and sheets within many planning versions and actuals more efficient. You can access…
December 6, 2023
Workday Adaptive Planning Tips & Tricks
Active Planning Dashboards in Workday Adaptive Planning
In today’s Workday Adaptive Planning Tips & Tricks video, Dave Miersch, Revelwood’s Workday Adaptive Planning practice lead, demonstrates how to use active dashboards. Active Planning dashboards allow for real-time updates and insights, eliminating the need to toggle between multiple screens. https://youtu.be/NF6op2CiRTg?si=YkK445gw3wc24h5q Watch…
November 22, 2023
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Data Cleansing with Microsoft Power Query
In our last blog post on using Microsoft Power Query, we talked about using the tool to organize your data. Today we’ll look at using it for data cleansing. Data Cleansing with Microsoft Power Query 1. Handling Missing Values Missing or incomplete…
November 15, 2023
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Data Organization with Microsoft Power Query
In the world of business, data analysis and interpretation are essential to creating effective, well-informed decisions. However, messy and unorganized data can create serious roadblocks in this process, leading to inefficiencies, and lost opportunities. Fortunately, Microsoft Power Query is a powerful tool…
November 1, 2023
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Using Display Fields in Modeled Sheets
Modeled sheets in Workday Adaptive Planning often have no monthly data that displays on the sheet. To see the monthly calculations you must go to row details and create a report or create a separate sheet (standard or cube). However, you can…