Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Linked Accounts with Link Filter
Linked accounts serve as the backbone of financial modeling in Workday Adaptive Planning. They establish connections between different elements of your financial structure, enabling seamless aggregation and analysis of data across various dimensions. By linking accounts, you can bring data from different…
August 14, 2024
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Importing with Ease
One of the key features of Workday Adaptive Planning is the ability to import data in mass efficiently, saving time and reducing errors. In this blog post, we will provide a step-by-step guide into the import process, providing detailed information on accessing…
June 26, 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
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…