Workday Adaptive Planning Tips & Tricks
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
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…
October 26, 2023
Workday Adaptive Planning Tips & Tricks
Limit the Drill Down List on a Workday Adaptive Planning Report
Our latest Workday Adaptive Planning Tips & Tricks video features Michelle Song, a senior consultant at Revelwood, demonstrating how easy it is to limit the drill down list on a Workday Adaptive Planning report. This new feature will transform how you –…
October 25, 2023
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Metadata Loaders
A key component of Workday Adaptive Planning is the ability to pull in actual data through integration. However, there is more you can do with this access to the data source. There is the ability to load in dimensions from the data…
October 4, 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 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…