Workday Adaptive Planning Tips & Tricks
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…
July 6, 2022
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: 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: 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…