Dashboards are a key way to visualize and share important data in Workday Adaptive Planning. Knowing how to edit them effectively allows you to tailor the insights for your team, track performance metrics, and ensure everyone is looking at the most relevant information.
In this Tips & Tricks guide, Sarah Hildenbrand, a Lead Consultant at Revelwood, walks you through the step-by-step process of editing a dashboard while maintaining control over shared content.
- 1. First go to the “Dashboard” section of Adaptive Planning in Global Navigation. If you are on the dashboard and see the “Edit” button grayed out, you need to check out the dashboard Perspective.
- 2. To “Check it out” you need to go to the dashboard section and click on the three dots right of the dashboard which is shared with everyone.
- 3. Now you can edit the dashboard in the “Personal” location and make changes without anyone else being able to override them but they can still view the dashboard in the “Shared” location.
- 4. Click on the dashboard, click “Edit”, and make the changes to the dashboard as needed and once done then click “Done”.
- 5. Then once in the dashboard section, make sure to “Publish” the dashboard so now people can see your changes and can make their own updates now.
Editing dashboards in Adaptive Planning is straightforward once you know how to work in Personal mode. This approach ensures you can customize your view, experiment with different layouts, and update information without disrupting dashboards used by others. By mastering these steps, you can make your dashboards more insightful, collaborative, and actionable for your team.
Revelwood is more than just a Platinum Workday Adaptive Planning partner — we’re a trusted advisor to the Office of Finance. With 30 years of experience and award-winning expertise, we bring together powerful software, proven best practices and pre-built, ready-to-deploy solutions that accelerate time to value. Our team doesn’t just implement technology — we help finance teams transform the way they plan, analyze and make decisions. Discover how Revelwood can help you get the most out of Workday Adaptive Planning — and achieve results that matter.
Read more Workday Adaptive Planning Tips & Tricks:
Leveraging Repeating Reports in Workday Adaptive Planning’s OfficeConnect
The Power of Split Rows in Workday Adaptive Planning Modeled Sheets
