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Learn The Ins and Outs of Reporting in Workday Adaptive Planning

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We have another new course offering in our Workday Adaptive Planning Open Enrollment training program. Our Workday Adaptive Web Reporting & Dashboards course is designed for both beginner and intermediate users who want to expand their reporting skills in Workday Adaptive Planning.

Participants will learn how to:

  • Use the matrix report builder, including basic and advance calculations and formula options
  • Design a P&L report
  • Create a version comparison report
  • Report on modeled sheet data
  • Use conditional formatting and display options
  • Understand the benefits of the upload file “report”

Learning from Revelwood’s Workday Adaptive Planning Certified Experts

Revelwood’s Open Enrollment training courses for Workday Adaptive Planning are conducted online by our seasoned, Workday-certified instructors. Their goal is to give you the technical skills needed to understand, use and master Adaptive Planning.

These instructor-led courses allow you to ask questions and get instant answers from your instructor. They also provide you an environment where you can learn from your classmates – unlike many online classes. Participants will come away from the courses with best practices and new tips and tricks. Workday Adaptive Web Reporting & Dashboards training courses are virtual (online) and occur regularly.

View our class schedule.

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Active Planning Dashboards in Workday Adaptive Planning

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In today’s Workday Adaptive Planning Tips & Tricks video, Dave Miersch, Revelwood’s Workday Adaptive Planning practice lead, demonstrates how to use active dashboards. Active Planning dashboards allow for real-time updates and insights, eliminating the need to toggle between multiple screens. 

Watch this video to see Dave explain how Active Planning Dashboards:

  • Seamlessly integrate with sheets in Adaptive Planning
  • Enable easy data entry with real-time updates
  • Allow users to drill-down for more detailed information
  • Provide both a high-level overview while also facilitating in-depth analysis
  • Deliver flexibility to modify targets and entry points and offers options for changing display settings, adding notes and even reorganizing dimensions.

Dave also demonstrates how to seamlessly integrate sheets into a new dashboard. This functionality streamlines the process of creating comprehensive reports by combining various elements such as charts and views, with the newly added sheet. 

Active Planning Dashboards give you combined data entry and reporting in a unified interface, saving you time, reducing errors and enabling you to make more informed decisions.

Revelwood is an award-winning, Platinum Workday Adaptive Planning partner. We build solutions for the Office of Finance that minimize your risk by seamlessly incorporating business analytics into your everyday thinking. 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:

Limit the Drill Down List on a Workday Adaptive Planning Report

Workday Adaptive Planning Tips & Tricks: Restrictions on Cube Sheets

Workday Adaptive Planning Tips & Tricks: Metadata Loaders

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Dashboarding in Workday Adaptive Planning

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Are you eager to learn how easy it is to create a dashboard in Workday Adaptive Planning? Dashboards are a great way to convey performance data and monitor your business. Watch this video for a hands-on demonstration on how to do dashboarding.

We give you an overview of Workday Adaptive Planning Dashboards and the types of tiles you can have in your dashboard. There’s almost no limit on what you can do as long as you bring the data into Adaptive Planning.

Viewers will then learn how to:

  • Create a new dashboard
  • Drag a visualization on to the canvas
  • Drag data onto a visualization
  • Break down data and drill-down into details

You’ll also see how to add a KPI and a line chart to your dashboard.

One of the great things about Adaptive Planning is that as soon as you create the dashboard, the data is accessible in it.

Revelwood has many video demonstrations of Workday Adaptive Planning. Check out our Quick Takes on Workday Adaptive Planning or check back for the next expanded demonstration of Adaptive Planning.

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