Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks
Adaptive Insights Tips & Tricks: Overriding the Level Security on Matrix Reports
Adaptive Insights has many capabilities customers often are unaware of, and potentially have not utilized in their instance. Some options are “off-screen” requiring the user to scroll to display, and hence a valuable option remains unnoticed not utilized. This is my second…
March 4, 2020
Workday Adaptive Planning Tips & Tricks
Adaptive Insights Tips & Tricks: Hidden & Underutilized Adaptive Planning Features – Data Entry Sheet Type
In part one of a special focus on hidden and underutilized Adaptive Insights Tips & Tricks, I am reviewing the GL Account option labeled “Data Entry Sheet Type" on the GL Accounts structure screen as follows, with the selection of a Roll-up…
February 26, 2020
Workday Adaptive Planning Tips & Tricks
Adaptive Insights Tips & Tricks: Making Your Matrix Report Presentable and Meaningful
In today's Adaptive Insights Tips & Tricks blog post, I explain how to make your matrix report presentable and meaningful. The in-application Matrix report writing tool is very powerful and enables you to do almost all the financial reporting your company requires. Adaptive…
February 19, 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
Workday Adaptive Planning Tips & Tricks
Adaptive Insights Tips & Tricks: Assumption Sheets
Did you know you can create an assumption sheet (or account) to make updating data in Adaptive Insights much easier? You can then have your Model Sheet lookup tables include formulas to read those assumption sheets. It is a lot easier to…
January 22, 2020
Workday Adaptive Planning Tips & Tricks
Adaptive Insights Tips & Tricks: Finding Missing Formulas
Here’s the scenario: you know there should be a formula in a standard sheet. You think it should be active. But it doesn’t seem to be there. No, you are not crazy. Here’s why that happens and how to remedy it. Sometimes…
January 8, 2020
Workday Adaptive Planning Tips & Tricks
Adaptive Insights Tips & Tricks: Leveraging your Testing Model
If you are like many new Adaptive Insights customers, you’ve come away from your initial training with tons of knowledge, but also possibly slightly overwhelmed. In today’s Adaptive Insights Tips & Tricks blog post, I want to share a very practical takeaway…
December 18, 2019
Workday Adaptive Planning Tips & Tricks
Revelwood Launches Adaptive Insights Tips & Tricks Series with How to Override Default Lookups
We’re launching a new, regular blog series of Adaptive Insights Tips & Tricks. These blog posts will help both new and existing users of Adaptive Insights for Finance get more out of the software, find shortcuts and discover new ways of working…