Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Hidden Effects of the New 2020R1 Release
This week’s Workday Adaptive Planning Tips & Tricks post from Revelwood came about as I was teaching Adaptive Reporting to a new(er) client on their instance. I always start my reporting class by reviewing all the reporting options on the “New Report”…
April 8, 2020
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Attributes, Accounts, Dimensions, Levels – What’s the Difference?
This week’s blog is about a question I have been asked multiple times over the last two years. It pertains to the cube sheet, and the difference between attributes, accounts, dimensions and levels in the way each enables, or disables, data entry…
April 1, 2020
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: How to Remove Repetitive Total Rows
In today’s Workday Adaptive Planning Tips & Tricks blog post, I discuss how to remove from view the repetitive total rows which arise when dimensions are viewed in rows on a cube sheet. In a prior life, some of my students have…
March 18, 2020
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: General Ledger Root Accounts
My last few Adaptive Insights Tips & Tricks blog posts have focused on capabilities of Adaptive Insights that are hidden and/or under utilized. In today’s Adaptive Insights Tips & Tricks blog post, I discuss the importance of the General Ledger Root Accounts…
March 11, 2020
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…