Workday Adaptive Planning Tips & Tricks
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…
March 15, 2023
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Creating an Excel File Data Source
Did you know you can create an Excel file spreadsheet data source for Workday Adaptive Planning? Watch Dave Miersch, Revelwood’s Practice Leader for Workday Adaptive Planning, demonstrate how to create and use an Excel file as a data source for Adaptive Planning.…
September 14, 2022
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Data Integration and the Planning Data Source
Did you know that Workday Adaptive Planning integrations can use the metadata in Adaptive Planning as a part of the integration? It’s true! The process requires setting up the credential and setting up a data source for Adaptive Planning. You must have…
August 17, 2022
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Utilizing Split Rows in Modeled Sheets
Do you know how to utilize splits in Workday Adaptive Planning for a modeled sheet? Splits allow you to have multiple lines as part of one record and you can set splits on a column-by-column basis. A use case might be a…
August 3, 2022
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Data Integration and the Excel Spreadsheet Data Source
Did you know that Workday Adaptive Planning can use Microsoft Excel Workbooks as Data Sources for Data Integration? It’s true! The process is surprisingly simple if a few basic rules and steps are followed: Your column names, positions, and formatting should remain…
July 20, 2022
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Loan Amortization
Loan amortization schedules in Workday Adaptive Planning are slightly different than those done in Excel. In Excel the typical amortization schedule looks like this: In Workday Adaptive Planning most versions only go 1-5 years into the future. Creating a complete 10-25 year…