Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Interactive Dashboards – Dynamic Planning with Embedded Sheets
More often than not, clients of Revelwood will make use of multiple sheets in Workday Adaptive Planning to support different aspects of their planning process(es). When using several sheets to make changes to key drivers, assumptions and scenario drivers, clients often ask…
February 24, 2021
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Excel Reporting Using a Report Template
Many users of Workday Adaptive Planning utilize OfficeConnect for their Excel reporting. But not all users will have access to OfficeConnect, depending on your organization. But there is another great option for Excel reporting called a Report Template. What is the difference…
February 17, 2021
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: CAPEX Planning – Your Tool for Growth
CAPEX (capital expenditures) planning is a key feature in Workday Adaptive Planning and gives the Office of Finance and senior executives greater visibility into the company’s financial risk, while also providing a tool for measuring corporate growth. Before we go into the…
November 11, 2020
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Override Formulas in Sheets
If you want to write a formula in an account in Workday Adaptive Planning, but still want to give your team the ability to override the formula and enter different data, you can use Shared Formulas to achieve that. The Shared Formulas…
November 4, 2020
Workday Adaptive Planning Tips & Tricks
Adaptive Insights Tips & Tricks: Trigger for a Cube Calculated Account
When you try to use the “actuals overlay” function in a cube calculated account to display actuals data from a modeled sheet, but you keep receiving a formula error that says "Cube Calculation Formulas must evaluate to zero when the cube's other…
February 12, 2020
Workday Adaptive Planning Tips & Tricks
Adaptive Insights Tips & Tricks: Alternate Time Tree
Have you ever wanted to have an alternate time tree/ stratum rollup in Adaptive Insights? The current Adaptive Insight system only supports one stratum rollup and there is no “Time Attribute” available in the current system to group the different time periods…
January 29, 2020
Learn how to Update Microsoft Documents with Adaptive Insights Data
Did you know one of the most powerful features of Adaptive Insights is its ability to let you easily update the financial data in your Microsoft Word, Excel and PowerPoint documents? Watch this short video, where Ken DiSessa demonstrates how easy this…
August 1, 2019
Learn how to use Planning in Adaptive Insights for Finance
The third short demo video in our recently announced series, The Capabilities of Adaptive Insights, focuses on the Sheets feature in Adaptive Insights. Sheets are used as templates to enter data into for planning purposes. This demo video will give you a…
July 25, 2019
Learn how to Create Reports in Adaptive Insights
HTML reports are the “bread and butter” of the finance professional. We’ve created a short demo video of how to easily create reports in Adaptive Insights. In this video, part of our series The Capabilities of Adaptive Insights, Ken DiSessa shows you…