Workday Adaptive Planning Tips & Tricks
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…
October 12, 2022
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…
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…