When navigating display options or filters on different types of sheets in Workday Adaptive Planning, it can get messy quickly and even cause the data for a sheet to not load and have an error message. Workday recently released a function where when this occurs, you can simply choose “reset to default” to help get back to a good starting point and not have to back track with every display option or filter you chose.
- 1. First, go to each of your sheets and create the “reset to default view for all users” you want by clicking on the display options button.
- 2. Select the display options you want and click “OK” and “Set as default for all users”.
- 3. After choosing the display options, make sure to always save the new view and the default now set for all users.
- 4. Now when the data isn’t loading for a sheet or causing issues, you can click “Reset for Default” to get back to the past saved default view for an easy way to troubleshoot.
Revelwood is an award-winning, Platinum Solution Provider for Workday Adaptive Planning. We build solutions for the Office of Finance that minimize your risk by seamlessly incorporating business analytics into your everyday thinking. By combining the software with our best practices and out-of-the-box applications, we help businesses achieve their full potential with Workday Adaptive Planning.
Read more Workday Adaptive Planning Tips & Tricks:
Workday Adaptive Planning Tips & Tricks: Editing Dimensions
Cube Sheet Restrictions in Workday Adaptive Planning
Workday Adaptive Planning Tips & Tricks: The User Access Calculator
