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Workday Adaptive Planning

Scheduled Report Notifications with Attachments

July 16, 2025 by Revelwood

In today’s fast-paced business environment, timely access to critical financial and operational data is essential. Workday Adaptive Planning offers a powerful feature—Scheduled Report Notifications with Attachments—that ensures key stakeholders receive the right information at the right time, without the need for manual intervention.

What Are Workday Adaptive Scheduled Report Notifications?

Scheduled Report Notifications in Workday Adaptive Planning allow users to automate the distribution of reports at predefined intervals. These reports can be sent via email with attachments, ensuring that decision-makers always have up-to-date insights without logging into the system manually.

Setting Up Scheduled Report Notifications with Attachments

  1. 1. First you must enable attachments with scheduled notifications by navigating to Administration in the Global Navigation and then General Setup. Under the Enable features list there will be an option to select “Enable attachments with scheduled notifications.” You will need to have administrative access to change this setting. 

  1. 2. Next you need to make sure that proper permissions are granted in order to manage and access scheduled notifications with attachments. To do this navigate to Administration, then Permission Sets. Select edit on the permission set group that should have access to create scheduled notifications. Users must have the following permissions selected to be able to perform this task: Create Report Schedules, Send Attachments in Notifications, (Optional) Manage all Report Schedules, Download to ExcelBoth schedulers and recipients need this permission.
  1. 3. Now that the correct access has been set up to allow users to schedule notifications with attachments, let’s navigate to Reports under the Global Navigation menu to set one up. From here select a report that you’d like to send out as a scheduled attachment through email. (This must be a shared report).
  1. 4. Select the three dots on the right next to the report and select “Create Schedule.”
  2. 5. From here you can edit the schedule name and cadence of when it will be sent out
  1. 6. You can select a specific action you want the schedule to perform. From the options select “Send Report as Attachment.”
  1. 7. From here you will be prompted with a second set of options to select who to send the notification to, personalize the message, and set a password for the Excel attachment that will be sent.
  1. 8. After you have filled in all the required fields for the schedule select save. To see your saved schedules click on the schedules option under the reports and you will see a list of all saved schedules. From here you can edit or pause any saved schedules.
  2. 9. Now that your schedule is saved and active your selected correspondents will receive an email notification with an Excel attachment of the report. It is secured by the password you chose.

Workday Adaptive Planning’s Scheduled Report Notifications with Attachments streamline reporting workflows and enhance data-driven decision-making. By automating report distribution, organizations can ensure stakeholders receive actionable insights effortlessly, improving efficiency and strategic planning.

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:

Version Specific Transactions Drillthroughs

Spread Lookups

Forecast Explanations in Predictive Forecaster

Home » Workday Adaptive Planning

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

Workday Adaptive Planning for Complex Workforce Planning

July 11, 2025 by Revelwood

This post continues our series on how we use Workday Adaptive Planning to solve problems. Each blog post focuses on a real-world client experience where Revelwood was presented with a unique or thorny problem.  We’ll explain our approach to how we solved it.

Revelwood Client: A multi-site healthcare organization that helps families with autism or other special needs thrive. The organization specializes in the use of tailored treatment programs based on contemporary, family-focused applied behavior analysis (ABA) therapy, as well as clinical insights and best practices. 

Problem: Workforce / headcount planning

Scenario: This organization has complex workforce planning needs that include analyzing non-billable time.

How We Helped: Revelwood built a model for Workday Adaptive Planning that integrated with UKG Pro. With Workday Adaptive Planning, the organization can run a report with conditional formatting to identify any employee who logs more than 250 hours of non-billable time in one payroll period. The team can easily make updates, such as adding in expected promotions and departures, and see what impact those actions will have. By having this information readily available, the organization can have larger, more meaningful conversations about the best use of its workforce.

Do you have a challenge you’d like to leverage Workday Adaptive Planning for? Reach out to us – we can help!

Read the posts in our series, How We Solve Problems Using Workday Adaptive Planning

How We Solve Problems: Improving the Performance of Workday Adaptive Planning

How We Solve Problems Using Workday Adaptive Planning

Using Workday Adaptive Planning for Headcount Planning

Home » Workday Adaptive Planning

Filed Under: Workday Adaptive Planning Insights Tagged With: Planning & Forecasting, Workday, Workday Adaptive Planning, Workforce Planning

Driving Operational Efficiency

July 10, 2025 by Revelwood

FP&A Done Right

A recent episode of FP&A Done Right – The Podcast, focuses on how finance teams enhance operational efficiency through strategic planning and data-driven decision-making.

In today’s dynamic business environment, the ability to plan effectively and adapt to change is crucial. Company-wide planning platforms offer tools that not only streamline financial processes but also provide strategic value by enabling better decision-making and fostering collaboration.

Strategic Planning and Operational Efficiency

Strategic planning drives operational efficiency by:

1. Enhancing Agility in Financial Planning

Enterprise planning enables finance teams to adapt swiftly to changing business conditions. It facilitates real-time scenario modeling and forecasting, which means organizations can make informed decisions promptly.

2. Streamlining Collaboration Across Departments

Company-wide planning fosters cross-functional collaboration. A unified platform ensures that all stakeholders are aligned, reducing silos and enhancing overall efficiency.

3. Leveraging Data for Strategic Insights

By harnessing data, finance teams can uncover insights that drive strategic initiatives and long-term growth.

Listen to this episode to learn more about how enterprise planning can drive results in efficiencies beyond the Office of Finance.Want a deeper dive?

Download our eBook on the topic.

Home » Workday Adaptive Planning

Filed Under: FP&A Done Right Tagged With: FP&A, Planning & Forecasting, Workday, Workday Adaptive Planning

Workday Adaptive Tips and Tricks: Data Integration and Creating a Join Table 

July 9, 2025 by Marc Assenza

Did you know that Workday Adaptive Planning integrations  allow you to create joined tables to be used as a source table in Adaptive?

It’s true! The process involves creating and defining the join between tables. You must have the proper credentials yourself within Workday Adaptive Planning to perform these steps.

Create the Join table Data Source:

From the Workday navigation button, go to Integration -> Design Integrations

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You will arrive at the following screen.  Under the Component Library section click on the Data Sources option.

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From the list that is presented, the first option is to Create a new Data Source, select this.

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Once clicked, the following list will be presented, select Table Group, give it a name, and hit the Create button. 

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The Join table data source will be created; however, nothing has been defined yet regarding a table being joined, in essence, a shell has been created as seen below.

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The next step is to define the Join table, this is done by selecting the Join Table option under the Custom Table folder and dragging and dropping the Join Table onto the Tables To Import pane.

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When you drag and drop the Join Table onto the Tables To Import Pane, a new window opens asking you to define the Join itself.

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Here you will give the table an actual name and assign the Primary table in the Join.

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The next steps are to Add the joins to other tables and define the join expressions within, apply the changes and save the table.

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The last steps are to select the columns you want to be part of the table and save the table again.

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That’s all it takes to set up the Adaptive Data Source Join Table, now you’re ready to utilize it in the Staging area for integration however you see fit!

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:

Version Specific Transactions Drillthroughs

Spread Lookups

Forecast Explanations in Predictive Forecaster

Home » Workday Adaptive Planning

Filed Under: Workday Adaptive Planning Tips & Tricks Tagged With: financial planning & analysis, Planning & Forecasting, Workday, Workday Adaptive Planning

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 Adaptive Planning

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

Introducing the FP&A Done Right – The Podcast

June 26, 2025 by Revelwood

We’ve launched a podcast! FP&A Done Right – The Podcast.

In the first episode of FP&A Done Right – The Podcast, we set the stage for a transformative journey into the evolving world of Financial Planning & Analysis (FP&A). This episode serves as a primer, introducing you to the podcast’s mission: to demystify FP&A and provide actionable insights for FP&A leaders.

The Importance of Modern FP&A

FP&A leaders play a critical role in strategic decision-making. In an era marked by rapid technological advancements and economic uncertainties, traditional financial planning methods are no longer sufficient. Modern FP&A requires agility, real-time data analysis, and a forward-thinking mindset.

Key Themes and Takeaways

  1. 1. Embracing Technology: The episode underscores the necessity of integrating advanced tools and technologies into FP&A processes. By leveraging platforms like Workday Adaptive Planning, finance teams can enhance forecasting accuracy and operational efficiency.
  2. 2. Strategic Collaboration: Effective FP&A isn’t confined to the finance department. We discuss the importance of cross-functional collaboration, ensuring that insights and strategies align across all business units.
  3. 3. Continuous Learning: The Office of Finance is evolving rapidly. FP&A leaders should focus on ongoing education and adaptability. Staying updated with industry trends and best practices is crucial for sustained success.

Episode one lays a solid foundation for future discussions, promising deep dives into topics such as scenario planning, budgeting for SaaS businesses and successful financial performance management implementations. Listeners can anticipate a blend of trends, success stories and practical tips. FP&A Done Right – The Podcast is a valuable resource for finance professionals seeking to navigate the complexities of modern financial planning. By combining strategic insights with real-world applications, the podcast aims to empower its audience to drive meaningful change within their organizations.

More from our FP&A Done Right Series:

From Static to Dynamic: How Businesses Can Embrace Agile Planning, Part 2

From Static to Dynamic: How Businesses Can Embrace Agile Planning, Part 1

The Hidden Value of Strategic Planning: Gaining Operational Efficiencies

Home » Workday Adaptive Planning

Filed Under: FP&A Done Right Tagged With: financial planning & analysis, Planning & Forecasting, Planning & Reporting, 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 Adaptive Planning

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

30 Years of Office of Finance Excellence—And We’re Just Getting Started

June 23, 2025 by Revelwood

In 1995 two colleagues sat down and imagined a different kind of consulting firm—one laser-focused on helping Finance teams plan, analyze and make better decisions. That conversation between Ken Wolf and Dan Bernatchez, sparked by disillusionment with the status quo and energized by a growing market opportunity, gave rise to Revelwood.

Thirty years later, we’re celebrating a milestone that reflects not just our longevity, but our continuous reinvention, our commitment to our clients and our passion for the Office of Finance.

The Origin Story: A Vision for Something Better

Revelwood wasn’t born in a boardroom. It was born from experience. At the time, Ken and Dan were consultants working with TM1 technology (then owned by Sinper Corporation) long before it became part of IBM Planning Analytics. They believed there was a smarter way to serve clients: by specializing, simplifying and staying true to core values.

They took a leap and founded Revelwood, choosing focus over breadth and deep expertise over being generalists. From day one, the goal was clear: build a firm that speaks the language of business and empowers Finance teams to lead with insight. Soon after Revelwood was established, Rob Gordy joined the partner team to strengthen the firm’s technical expertise and capabilities.

The Evolution: Staying True While Growing Smart

Revelwood’s early days were grounded in financial planning and analysis—what we now call FP&A. Over the years, we’ve embraced new technologies, added vendor partnerships and responded to tectonic shifts in the software landscape. We weathered transitions—from TM1’s move to from Sinper, to Applix, to Cognos and then to IBM.

Throughout the years we have made a conscious decision to focus on what made us successful: deep domain expertise in the Office of Finance. That decision led to new partnerships with Workday and BlackLine, positioning Revelwood as a multi-solution partner offering best-in-class tools for FP&A and financial close.

Internally, we evolved from a small consultancy to a scalable, growth-oriented company. Today, we have an international presence, a dedicated sales and marketing engine and a client success team — all built to serve our clients better and more efficiently.

What Sets Us Apart: Our Not-So-Secret Sauce

Revelwood is truly unique. Our “secret sauce” isn’t one thing—it’s a blend of:

  • Our core values: These shape our culture and are reflected in every decision and interaction, no matter how large or small. They are:
    • Be passionate.
    • It’s about the team.
    • Do the right thing.
    • Take pride in your work.
    • Take initiative.
    • We care.
  • Our people: We hire smart finance and accounting professionals, then layer in technology skills —resulting in real-world solutions that work.
  • Our brand promise: We speak business first. We deliver useware, not shelfware. And we’ve always got your back.
  • Our focus: We’re not trying to be everything to everyone. We know the Office of Finance and we live in that world every day.
  • Our growth mindset: While many firms stay small, we’ve invested in scale, structure and strategy. That’s helped us build lasting client relationships and earn accolades from partners like BlackLine, IBM and Workday.

The Road Ahead: Finance Transformation, End to End

As we look forward, the next phase of Revelwood’s journey is all about expanding our role in finance transformation. We will soon be launching our Workday Financials practice — complementing our long-standing expertise in planning, analytics, and financial close automation.

The goal? To support the entire Office of Finance with a full suite of integrated tools—from record to report, from plan to performance. Whether it’s IBM Planning Analytics, Workday Adaptive Planning, BlackLine or Workday Financials, Revelwood is uniquely positioned to guide organizations through end-to-end financial transformation.

Here’s to the Next 30

For 30 years, Revelwood has been in your corner — helping you navigate change, accelerate performance, and lead with confidence. We’re grateful to the clients, partners and teammates who’ve made this journey possible.

And we’re just getting started.

We’ve got your back—for the next 30 years and beyond.

Home » Workday Adaptive Planning

Filed Under: News & Events Tagged With: finance transformation, Financial Performance Management, Office of Finance, Revelwood, Workday Adaptive Planning

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 Adaptive Planning

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

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