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Workday Adaptive Planning how to

Reporting in Workday Adaptive Planning

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Do you know how easy it is to create a report in Workday Adaptive Planning? Watch this short video to get an overview of a typical variance report, see how to easily create a new report, and how to use OfficeConnect to combine data from Adaptive Planning with Microsoft Word, Microsoft Excel and Microsoft PowerPoint.

Viewers will learn how to:

  • Create a new matrix report, dragging and dropping data onto a canvas
  • Drill into data to investigate variances and other issues
  • Incorporate data from Adaptive Planning into an Excel report.

Workday Adaptive Planning has many easy and flexible options for reporting. One of its most powerful features is the ability to bring any type of data into Adaptive Planning.

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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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