• Skip to main content
  • Skip to footer
Revelwood Logo

Revelwood

Your SUPER-powered WP Engine Site

  • Who We Are
    • About Us
      • Our Company
      • Our Team
      • Partners
    • Careers
      • Join Our Team
  • What We Do
    • Solutions
      • Workday Adaptive Planning
      • IBM Planning Analytics
      • BlackLine
    • Services
      • Implementation Services
      • Customer Care
        • Help Desk
        • System Administration as a Service
      • Training
        • Workday Adaptive Planning Training
        • IBM Planning Analytics / TM1 Training
    • Products
      • DataMaestro
      • LightSpeed
      • IBM Planning Analytics Utilities
  • How We Help
    • Use Cases
    • Client Success Stories
  • How We Think
    • Knowledge Center
    • Events
    • News
  • Contact Us

Workday

Workday Adaptive Planning Tips & Tricks: Replacing Nested If-Statements With The Use of SWITCH Formulas in Workday Adaptive Planning

July 2, 2025 by Cameron Burke

When writing out formulas in Workday Adaptive Planning, it is common to come across multiple conditions that require complex logic to calculate correctly. Many model builders rely on nested “if” statements to handle these scenarios, often resulting in a very long formula. As the number of conditions increases, these nested “if” statements quickly become difficult to read, maintain, and debug.

The “SWITCH” function is a great solution to offer a cleaner and more structured way to write this same logic. Let’s explore the benefits of using SWITCH formulas and compare them to the traditional nested “if” statements.

Consider this example

We’ll start out simple. Imagine you are creating a formula to calculate the price per doctor’s appointment, depending on different offices. Appointments cost $300 at office 1, $275 at office 2, and $250 at office 3.  

In a traditional “if” statement, the formula might look something like this:

    iff(this.Office.code = “Office 1”, 300,

    iff(this.Office.code = “Office 2”, 275,

    iff(this.Office.code = “Office 3”, 250, 0)))

How a SWITCH Formula Works

While this “if” statement isn’t too long, a SWITCH can clean it up a bit. Here’s how it would look:

SWITCH(this.Office.code,

            “Office 1”, 300,

            “Office 2”, 275,

            “Office 3”, 250, 0)

The first value in the formula is what you want to compare against the list of values that follow.  In this example, the office code is the value we want the formula to look for. Next, the values of office codes are listed, followed by their respective appointment costs. This formula essentially reads the exact same logic as the “if” statement: if the office is office 1, the appointment cost is 300; if it’s office 2, then 275, and if it’s office 3, then 250, and if it’s none of those, then 0.

Now let’s add some more complexity.

Consider this example

Imagine you are creating a formula to calculate the price per doctor’s appointment, this time dependent on both different offices and different doctor types. Dentist appointments cost $300 at office 1, $275 at office 2, and $250 at office 3. Let’s say orthodontist appointments cost $250 at office 1, $300 at office 2, and $350 at office 3…. and so on for multiple combinations of doctor type and office number.

In a traditional nested “if” statement, the formula might look something like this:

    iff(this.Doctor_Type.code = “dentist” and this.Office.code = “Office 1”, 300,

    iff(this.Doctor_Type.code = “dentist” and this.Office.code = “Office 2”, 275,

    iff(this.Doctor_Type.code = “dentist” and this.Office.code = “Office 3”, 250,

    iff(this.Doctor_Type.code = “orthodontist” and this.Office.code = “Office 1”, 250,

    iff(this.Doctor_Type.code = “orthodontist” and this.Office.code = “Office 2”, 300,

    iff(this.Doctor_Type.code = “orthodontist” and this.Office.code = “Office 3”, 350,

    0))))))

While this formula does work, it is:

  • Difficult to read
    • Repetition can make it hard to follow the logic.
  • Hard to debug
    • If one condition is incorrect or an additional condition needs to be added, finding the right spot can be frustrating.
  • Error prone
    • Long nested formulas are more likely to contain syntax or logical errors.

The Solution: a SWITCH Formula

Workday Adaptive Planning’s SWITCH function would work much better to create a formula handling multiple conditions like this. A switch formula relaying the same logic could look something like the following:

 SWITCH(this.Doctor_Type.code,

        “dentist”, SWITCH(this.Office.code,

            “Office 1”, 300,

            “Office 2”, 275,

            “Office 3”, 250,

            0

        ),

        “orthodontist”, SWITCH(this.Office.code,

            “Office 1”, 250,

            “Office 2”, 300,

            “Office 3”, 350,

            0

        )

)

How it Works

The first value in the formula is what you want to compare against the list of values that follow.  In this example, the doctor type is the first value we want the formula to look for.  

  • For doctor type “dentist,” we have another SWITCH embedded, this time looking at the office code.  
  • Next, the values of office code are listed, followed by their respective appointment costs.
  • This formula essentially reads the exact same logic as the nested if: if the doctor type is dentist AND the office is office 1 (the second SWITCH looks for office code after the doctor type), the appointment cost is 300; if it’s dentist and office 2, then 275, and so on!
  • Then, once all of the offices are listed under the “Dentist” SWITCH, the same is written out for orthodontists, with the respective offices and price per appointment.

Why SWITCH Is Better

  • Improved Readability
    • SWITCH formulas are cleaner and easier to read. The logical flow is clear: first check the Doctor_Type.code, then check the Office.code. Each block is neatly separated, making the formula less overwhelming.
  • Easier Maintenance
    • Adding or modifying conditions is much simpler with SWITCH. For example, if a new condition for “Office 4” needs to be added, you can insert it directly into the relevant block without reworking the entire formula.
  • Reduced Errors
    • With SWITCH, there’s less nesting and fewer opportunities for syntax errors (e.g., missing parentheses). Each condition is self-contained, making the formula more robust.
  • Logical Separation
    • The SWITCH function inherently separates different parts of the logic into manageable sections. In the example above, you can clearly see separate blocks for “dentist,” and “orthodontist,” which improves clarity.

Real-World Benefits for Model Builders

As a Workday Adaptive Planning model builder, using SWITCH formulas can save you significant time and effort, particularly when:

  • Handling complex logic with many conditions.
  • Working on models that require frequent updates or changes.
  • Collaborating with other team members who need to understand your formulas.

Switching to SWITCH will make your models easier to maintain and improve overall performance. While nested “if” statements have their place, they can quickly become unwieldy as your formulas grow in complexity.  The next time you’re faced with a complex decision tree in your model, give the SWITCH function a try. You’ll wonder why you didn’t make the switch sooner!

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:

Spread Lookups

Forecast Explanations in Predictive Forecaster

2025 R1 Dashboard Improvements – Charts and Perspective Folders

Home » Workday

Filed Under: Workday Adaptive Planning Tips & Tricks Tagged With: Adaptive Planning, Planning & Reporting, Workday, Workday Adaptive Planning

Version Specific Transactions Drillthroughs

June 25, 2025 by Mary Luchs

Workday Adaptive Planning is a powerful tool for analyzing data. One example of this is the ability to integrate your company’s transactional data into Adaptive. This allows for drillthrough capabilities on sheets and reports.

While transactions in Adaptive are not version specific, we can change the drillthrough view to provide more customized insights in different versions. This comes in handy if you have actuals data coming in through different data sources or want to see different fields when drilling through on a budget or forecast version. 

Once you’ve defined all of the transactions fields you want to include in modeling, you can create the customized drillthrough views as transactions reports. Within the transactions report you can pick and choose which fields you want to include in the view. To actually assign that view to a version, you’ll navigate to the version administration under modeling. The last setting in the version details says “Drill into Transactions.” By default, “Default” will be selected from the dropdown. This indicates that the transactions drillthrough for that version is the same fields that you created for the transaction under modeling. In that drop down, you will also see any transactions reports that you created. When you select one of those reports, you will be defining that view as the transactions drillthrough for that version.

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: Report Parameter Behavior

Workday Adaptive Planning Tips & Tricks: Greatest & Least Formulas

Workday Adaptive Planning Tips & Tricks: Editing Dimensions

Home » Workday

Filed Under: Workday Adaptive Planning Tips & Tricks Tagged With: Adaptive Planning, Workday, Workday Adaptive Planning, Workday Adaptive Planning Tips & Tricks

Spread Lookups

June 18, 2025 by Julia Seelin

Spread lookups are a functionality in Workday Adaptive Planning that are found on Modeled sheets. It allows the user to spread an amount over any number of periods by any percentage they would like. This functionality allows the user to customize their spread based on the dimension value they select on the front end of the sheet, creating a waterfall in the row details. Spread lookups are driven off dimensions, so once you add a dimension to a sheet, you will have the ability to create a spread lookup. 

To create a spread lookup, you need to go to the columns and levels, select the dimension you want to base the spread off of, and then you will see this box.

Once you add a new spread lookup here, you’ll have the option to edit lookup values once you save the sheet. From here you are directed to a new page where you enter how many periods you want to spread the data and then you can enter in the percentages you would like to spread by. Once this is complete, you can go to the front end of the modeled sheet and view your spread there.

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: Report Parameter Behavior

Workday Adaptive Planning Tips & Tricks: Greatest & Least Formulas

Workday Adaptive Planning Tips & Tricks: Editing Dimensions

Home » Workday

Filed Under: Workday Adaptive Planning Tips & Tricks Tagged With: Adaptive Planning, Workday, Workday Adaptive Planning, Workday Adaptive Planning Tips & Tricks

Forecast Explanations in Predictive Forecaster

June 11, 2025 by Cameron Burke

With machine learning predictions, it can often be challenging to understand why certain forecasts were made. To bridge this gap, Workday has a new feature: Forecast Explanation in Machine Learning Predictive Forecaster. With this feature, you gain deeper insights into the factors driving your forecasted data through visual charts and explanatory text. Learn more about predictive forecaster itself!

Business Benefits

Understanding machine learning predictions is crucial for trust and decision-making. Forecast Explanation provides clear, visual representations that make it easier to review and analyze the key components influencing each forecast made by the predictor. This feature enhances transparency and enables more informed planning decisions.

Changes

In the Forecast section of new and edited forecasts, there will now be a new Forecast Explanation option. When you enable this feature, two key insights become available in the “Confidence Metrics” tab of the Forecast History page:

  1. 1. Contribution Breakdown of Forecast Components: A visual chart that displays how factors such as seasonality, trends, and residual components (when applicable) contribute to the forecasted values.
  2. 2. Forecast Explanation: A text description that clarifies the significance of each component of the chart.

These enhancements provide a more intuitive way to understand your forecast results. You can access the Confidence Metrics when you view the history of a completed forecast.

How to Enable Forecast Explanation

To turn on this feature for existing forecasts:

  1. 1. From the main menu, select Modeling.
  2. 2. Navigate to Predictive Forecaster.
  3. 3. Hover over a forecast in the list and select the More Actions menu.
  4. 4. Click the three-dot menu and select Edit.
  5. 5. In the Forecast section, check Forecast Explanation.
  6. 6. Select Run to execute the forecast immediately, or select Save to run it later.

How to Review Forecast Explanations

Once your forecast runs successfully:

  1. 1. Select Modeling from the main menu.
  2. 2. Hover over the forecast in the list and access the More Actions menu.
  3. 3. Click the three-dot menu and select View History.
  4. 4. Navigate to the Confidence Metrics tab to review the new visual breakdown and explanatory text.

What Happens If You Take No Action?

The Forecast Explanation option is available for all new as well as existing forecasts, but it must be enabled manually to access the insights.

What’s Next?

Workday is continually enhancing the Predictive Forecaster feature. In future updates, expect even more detailed explanations and additional charts to further clarify the factors influencing the data predictions.By enabling Forecast Explanation, you can leverage machine learning forecasts with greater confidence and clarity. Activate this feature today to gain a deeper understanding of your predictive models!

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: Report Parameter Behavior

Workday Adaptive Planning Tips & Tricks: Greatest & Least Formulas

Workday Adaptive Planning Tips & Tricks: Editing Dimensions

Home » Workday

Filed Under: Workday Adaptive Planning Tips & Tricks Tagged With: Planning & Reporting, Workday, Workday Adaptive Planning, Workday Adaptive Planning Tips & Tricks

2025 R1 Dashboard Improvements – Charts and Perspective Folders

June 4, 2025 by Revelwood

There is tons to be excited about in Workday Adaptive Planning 2025 R1. There are new improvements to further enhance the Adaptive interface, along with user experience. Some key improvements have been made to the dashboard feature in Adaptive. Some of the new features are focussed around chart improvements and a new perspectives folder.

The chart improvements were made with the hope that charts will be data-focused and features will be more accessible. One key feature is that the time display will now appear on the top right corner of the chart. There are additions to the appearance settings as well – such as Show Time Period and Position. The Show Time Period feature gives the user the option to show or hide the time period on a chart, while the Position feature allows the user to position the time period next to the chart name or under the chart name. Additionally, when you hover over the chart, you now will see different icons appear: reset to default, select time period, expand, and chart options. All time period related actions are now under the Select Time Period icon. Under that icon you can set the calendar stratum, alter the time period and range, and pin and unpin time.

Lastly, the 2025R1 release allows users to use folders to manage dashboard perspectives. A new “Folders” icon will be available with the goal of being able to organize your perspectives.

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: Report Parameter Behavior

Workday Adaptive Planning Tips & Tricks: Greatest & Least Formulas

Workday Adaptive Planning Tips & Tricks: Editing Dimensions

Home » Workday

Filed Under: Workday Adaptive Planning Tips & Tricks Tagged With: Workday, Workday Adaptive Planning, Workday Adaptive Planning how to, Workday Adaptive Planning Tips and Tricks

Reset to Default View on Sheets

May 28, 2025 by Sarah Hildenbrand

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. 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.
  1. 2. Select the display options you want and click “OK” and “Set as default for all users”.
  1.  3. After choosing the display options, make sure to always save the new view and the default now set for all users.

  1. 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

Home » Workday

Filed Under: Workday Adaptive Planning Tips & Tricks Tagged With: Workday, Workday Adaptive Planning, Workday Adaptive Planning how to, Workday Adaptive Planning Tips & Tricks

Transforming Financial Planning: How LEARN Behavioral Streamlined Operations with Workday Adaptive Planning

May 21, 2025 by Revelwood

We partnered with our client, LEARN Behavioral, on a webinar highlighting how multi-site healthcare organizations can benefit from adopting Workday Adaptive Planning. Here’s their story

LEARN Behavioral is a leading provider of autism services, specializing in Applied Behavior Analysis (ABA) therapy and school-based programs. With multiple regional brands operating under the LEARN umbrella, the organization faced increasing complexity in managing its financial planning and analysis (FP&A) processes.

Challenges Before Workday Adaptive Planning

Prior to implementing Workday Adaptive Planning, LEARN Behavioral encountered several roadblocks in their budgeting and forecasting workflows:

  • Long Turnaround Times: The process of creating and updating budgets was time-consuming and inefficient.
  • Manual Excel-Based Templates: Reliance on spreadsheets led to errors, inconsistencies, and difficulties in consolidating data.
  • Lack of Insights Across Locations: With multiple sites operating under different brands, gaining a unified view of financial performance was challenging.

These challenges highlighted the need for a scalable and integrated solution to support LEARN Behavioral’s growth and operational complexity.

A Game-Changing Implementation

LEARN Behavioral adopted Workday Adaptive Planning to transform its FP&A capabilities. The implementation brought significant improvements, including:

  • Streamlined Processes: By automating data collection and reporting, LEARN drastically reduced the time required for budgeting and forecasting.
  • Enhanced Data Visibility: Centralizing financial data improved consistency and provided a single source of truth for decision-making.
  • Rolling Forecasts: The ability to maintain monthly rolling forecasts enabled greater flexibility and responsiveness to changes in the business.
  • Scenario Analysis: LEARN gained powerful scenario modeling tools to evaluate financial impacts and make informed decisions.

Empowering Operations with Data-Driven Insights

One of the most impactful outcomes of the implementation was empowering the operations team with direct access to financial data and dashboards. This self-service approach enabled managers to:

  • Monitor performance in real-time.
  • Identify trends and variances quickly.
  • Make data-driven decisions without relying heavily on the finance team.

Integration and Unified Systems

Another critical benefit was the seamless integration of billing, payroll, and financial data into a single platform. This unified system eliminated data silos, ensuring consistency and enabling better collaboration across departments.

Measurable Results and Future Outlook

Since adopting Workday Adaptive Planning, LEARN Behavioral has seen:

  • Reduced budgeting and forecasting timelines.
  • Improved accuracy and consistency in financial data.
  • Better insights to support growth and multi-site operations.

Looking ahead, LEARN Behavioral is well-positioned to continue scaling its services while maintaining financial discipline and operational efficiency.

LEARN Behavioral’s journey with Workday Adaptive Planning serves as an example of how technology can transform financial processes in complex, multi-site organizations. By streamlining workflows, enabling better data access, and enhancing forecasting capabilities, LEARN is now equipped to focus on its mission of providing high-quality autism services to families across the country.

Watch the webinar to learn more!

Home » Workday

Filed Under: Workday Adaptive Planning Insights Tagged With: Planning & Reporting, Transforming Finance, Workday, Workday Adaptive Planning

Workday Adaptive Planning Tips & Tricks: Report Parameter Behavior

May 14, 2025 by Julia Seelin

Recent updates to reporting tools in 2025 R1 of Workday Adaptive Planning streamline the creation and management of report parameters. These updates offer key benefits such as:

  • Consistent parameter creation across level, dimensions, and attributes, and
  • Automatic inclusion of new values as they become available. 

This eliminates the need for manual updates and ensures reports are always up-to-date. 

Users should review existing reports to take advantage of these improvements, potentially eliminating outdated attributes like “values only” filters, which were previously used to exclude uncategorized members. 

This feature only applies to all new reports. For any existing reports, you need to manually update the available parameter choices and save them to reflect the latest functionality. If you don’t make any changes, the feature will only apply to new reports.

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

Home » Workday

Filed Under: Workday Adaptive Planning Tips & Tricks Tagged With: Workday, Workday Adaptive Planning, Workday Adaptive Planning how to, Workday Adaptive Planning Tips & Tricks

Learn The Ins and Outs of Reporting in Workday Adaptive Planning

May 7, 2025 by Revelwood

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.

Home » Workday

Filed Under: Workday Adaptive Planning Insights Tagged With: dashboard + Workday Adaptive Planning, Workday, Workday Adaptive Planning, Workday Adaptive Planning Training

  • Page 1
  • Page 2
  • Page 3
  • Interim pages omitted …
  • Page 10
  • Go to Next Page »

Footer

Revelwood Overview

Revelwood helps finance organizations close, consolidate, plan, monitor and analyze business performance. As experts in solutions for the Office of Finance, we partner with best-in-breed software companies by applying best practices guidance and our pre-configured applications to help businesses achieve their full potential.

EXPERTISE

  • Workday Adaptive Planning
  • IBM Planning Analytics
  • BlackLine

ABOUT

  • Who We Are
  • What We Do
  • How We Help
  • How We Think
  • Privacy

CONNECT

World Headquarters

Florham Park, NJ | 201 984 3030

European Headquarters

London & Edinburgh | +44 (0)131 240 3866

Latin America Office

Miami, FL | 201 987 4198

Email
info@revelwood.com

Copyright © 2025 · Revelwood Inc. All rights reserved. Revelwood® and the Revelwood logo are registered marks of Revelwood Inc.