Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Save Personal Views on Sheets with Dashboard
If you open any sheets via the Sheet tab in Workday Adaptive Planning, you can only save one view per sheet per version per user. Prior to the 2020 R2 Release, the only workaround to save the same sheet with multiple views…
April 21, 2021
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Excel Substitute
We have something different for today's Workday Adaptive Planning Tips & Tricks post - an Excel tip! Our Adaptive Planning users also use Excel, so we thought they'd find this helpful. Have you ever wanted to get rid of spaces in some…
March 3, 2021
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: Expand/Collapse Feature in OfficeConnect
This week’s Workday Adaptive Planning and Reporting Tip & Trick pertains a new feature in OfficeConnect introduced into the application in Workday Adaptive Release 2020R2 (September 2020.) Previous to this release, clients disliked the fact that to “drilldown” to detail accounts, or…
February 3, 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
Workday Adaptive Planning Tips & Tricks: Templates
This week’s Workday Adaptive Planning and Reporting Tip & Trick pertains to the useful and elusive template. Templates exist throughout the Adaptive Planning application to enable the upload of the important data utilized within. Whether you have a set of Actual GL…
August 12, 2020
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: The Formula Assistant – How To, Where & Why
This week’s Adaptive Insights Tips & Tricks post pertains to the ever-mysterious Formula Assistant, which is a "wizard" that exists throughout the application. It helps you create the even-more-mysterious and somewhat intriguing formulas themselves. Any clients attempting to create basic formulas such…