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2025 R1 Dashboard Improvements – Charts and Perspective Folders

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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

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Reset to Default View on Sheets

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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

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Workday Adaptive Planning Tips & Tricks: Report Parameter Behavior

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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 Adaptive Planning how to

Workday Adaptive Planning Tips & Tricks: Greatest & Least Formulas

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Many of you have probably used the MIN and MAX formulas in Excel when working with financial models, reporting, and data analysis, comparing and selecting minimum or maximum values in a range is a common requirement. In Workday Adaptive Planning, we achieve these results by using the “least” and “greatest” functions. While these functions serve similar purposes, there are key differences in their syntax, use cases, and behavior. Let’s explore these differences to help you transition smoothly between Excel and Workday Adaptive Planning.

Excel’s MIN and MAX Functions

Syntax and Usage

Excel provides the following functions for determining the smallest and largest values within a range or set of numbers:

  • =MIN(number1, number2, …, range) – Returns the smallest number from the given arguments.
  • =MAX(number1, number2, …, range) – Returns the largest number from the given arguments.

Examples

  • =MIN(5,10,15) – Returns the number 5.
  • =MAX(A1:A10) – Returns the highest value within this range of cells.

Syntax and Usage

  • Accepts both individual numbers and ranges.
  • Ignores blank cells and text values within a range.
  • Can handle a large dataset efficiently.

Workday Adaptive Planning’s “Least” and “Greatest” Functions

Syntax and Usage

In Workday Adaptive Planning, similar functionality is achieved using:

  • least(value1, value2, …) – Returns the smallest value from the provided list.
  • greatest(value1, value2, …) – Returns the largest value from the provided list.

Examples

  • least(5, 10, 15)  – Returns 5
  • greatest([Account1], [Account2], [Account3]) – Returns the highest value among the specified accounts
  • greatest(Account1 – Account2, 0) – Returns 0 if the formula results in a negative number

Key Features

  • Works with both hardcoded values, account references and formulas.
  • Requires specifying individual values explicitly; does not accept a single range like Excel.
  • Useful for comparing multiple account balances or forecast values within a model.

Understanding these differences ensures a smoother transition between Excel-based financial modeling and Workday Adaptive Planning. While the fundamental concept remains the same, adjusting for syntax and range-handling nuances will help you leverage these functions effectively in both tools.

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:

Cube Sheet Restrictions in Workday Adaptive Planning

Workday Adaptive Planning Tips & Tricks: The User Access Calculator

Workday Adaptive Planning Tips & Tricks: Machine Learning Predictive Forecaster: Lever Sheets

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Workday Adaptive Planning Tips & Tricks: Importing with Ease

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One of the key features of Workday Adaptive Planning is the ability to import data in mass efficiently, saving time and reducing errors. In this blog post, we will provide a step-by-step guide into the import process, providing detailed information on accessing import templates and correcting errors seamlessly within Adaptive Planning.

Understanding Import Templates for Workday Adaptive Planning

Import templates serve as structured frameworks that define the layout and formatting requirements for data uploads. These templates are essential for maintaining consistency and facilitating error-free data imports.

Accessing Import Templates

Here are the steps to access import templates in Workday Adaptive Planning.

  1. 1. Navigate to the specific sheet or module where data needs to be imported
  2. 2. Look for the “Actions” menu and select “Import Data” or a similar option
  3. 3. Choose the appropriate template based on the type of data you are importing.

In this example, we will use a simple Level import template found within Modeling > Levels

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: A Practical Guide to Shared Formula Import

Workday Adaptive Planning Tips & Tricks: Capital Summary Sheet – New & Existing Depreciation

Workday Adaptive Planning Tips & Tricks: How to Filter Data for Sage Intacct Integrations within Adaptive Staging Tables

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Limit the Drill Down List on a Workday Adaptive Planning Report

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Our latest Workday Adaptive Planning Tips & Tricks video features Michelle Song, a senior consultant at Revelwood, demonstrating how easy it is to limit the drill down list on a Workday Adaptive Planning report. This new feature will transform how you – and your end users – interact with your Adaptive Planning reports. 

Watch this video to learn how to:

  • Access the report
  • Edit the report properties
  • Select the relevant dimensions
  • Apply your changes
  • Save and Run

Now, when you click on an account name, you’ll be greeted with only the dimensions you’ve deemed pertinent. No more hunting for the right information or risking confusion for end-users!

By fine-tuning your reports, you’re not just saving time but also enhancing the overall user experience. No more distractions, no more unnecessary options—just precise, actionable insights.

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:

Workday Adaptive Planning Tips & Tricks: Metadata Loaders

Workday Adaptive Planning Tips & Tricks: Reordering Parent and Children Cube Accounts in Cube Sheets

Workday Adaptive Planning Framework: Purchase Order Management for Organization-Wide Planning

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Workday Adaptive Planning Tips & Tricks: Metadata Loaders

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A key component of Workday Adaptive Planning is the ability to pull in actual data through integration. However, there is more you can do with this access to the data source. There is the ability to load in dimensions from the data source and have them automatically added to that specific dimension. This is done through a Metadata Loader. A Metadata Loader can only bring in one dimension at a time, but it will connect to an existing dimension and add any new values that are loaded into the data source. 

In order to create this loader, the correct data table must be brought in the source data, as depicted below.

The next step consists of creating the planning dimension loader and filling out the Data Source Settings for the dimension. You would select the newly added data table as the source table. You then select the planning dimension it correlates with already in the instance. 


Lastly, you map the columns, based on the source table, to ensure the necessary details are pulled in.

In order to ensure the correct names and codes are being pulled in correctly, it is recommended to run a preview of the output. If the loader was done correctly, a file will be produced that displays the desired information. From here, the loader is ready to be added to a task so that it will run as often as desired. 

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:

Workday Adaptive Planning Tips & Tricks: Reordering Parent and Children Cube Accounts in Cube Sheets

Workday Adaptive Planning Framework: Purchase Order Management for Organization-Wide Planning

Workday Adaptive Planning Tips & Tricks: Adaptive Displays – Sheets 

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Streamlining Nonprofit Financial Planning with Workday Adaptive Planning

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Nonprofit organizations play a vital role in our society, but managing their finances can be a complex task. To ensure responsible fiscal management and transparency, nonprofits need efficient and accurate budgeting, planning, and reporting systems. Many non-profit organizations have selected Workday Adaptive Planning for planning, forecasting and reporting. By leveraging the advanced features of Workday Adaptive Planning, nonprofits can streamline their financial planning processes, gain real-time visibility, and make data-driven decisions to support their mission.

The Challenges of Nonprofit Financial Management

Nonprofits face unique challenges in managing their finances. They must handle multiple funds, programs, and locations while planning for different grant sizes and distributions. Traditional spreadsheet-based systems are prone to human error, are time-consuming and lack the scalability required for active planning and reporting. These limitations can hinder nonprofits’ ability to operate within their means, demonstrate transparency to donors and stakeholders and adapt to changing circumstances effectively.

Workday Adaptive Planning: Empowering Nonprofits 

Workday Adaptive Planning offers a powerful solution specifically tailored to meet the planning needs of nonprofit organizations. With its multidimensional, driver-based modeling capabilities, nonprofits can accurately plan revenues and expenses across their complex organizational structures. The integration of profit and loss (P&L) and cash flow planning ensures accurate cash projections, enabling nonprofits to make informed financial decisions.

Workday Adaptive Planning also facilitates detailed staff planning, allowing organizations to allocate resources and report on fully loaded costs by employee. It empowers budget owners by providing them with ownership of the planning process, fostering collaboration and accountability within the organization.

Enhanced Visibility and Real-time Analytics

One of the key advantages of Workday Adaptive Planning is its ability to provide real-time visibility through a flexible and intuitive interface. Nonprofits can analyze key drivers across various aspects of their organization, generating reports at varying levels of granularity. This visibility allows them to identify variances between planned and actual behavior, enabling proactive adjustments to stay on track with their financial goals. 

Workday Adaptive Planning empowers nonprofit organizations to streamline their financial planning processes, gain clear insights into their financials, and demonstrate responsible fiscal management. By leveraging this comprehensive solution, nonprofits can optimize their budgeting, planning, and reporting, supporting their mission and making a positive impact in the communities they serve.

Learn more about how Workday Adaptive Planning can help your non-profit organization. Join us on Thursday, August 24, 2023, at 2:00pm for a webinar on Upgrading Non-Profit FP&A Efficiency with Workday Adaptive Planning.

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Workday Adaptive Planning Tips & Tricks: Utilizing Split Row and Allocation Timespan

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Did you know Workday Adaptive Planning makes it easy to split individuals between multiple departments within a personnel sheet? 

In our latest Workday Adaptive Planning Tips & Tricks video, Dave Miersch, Revelwood’s Practice Leader for Workday Adaptive Planning, demonstrates how to:

  • Ensure the columns in a personnel sheet are suitable to the areas you want them to be split to
  • Assign specific columns to be split
  • Do splits by levels and allocation percentages
  • Split individuals by multiple departments
  • Flex percentages up and down
  • Make the account structure to be reflective of new allocations, and more. 

Watch the video to learn how to allocate your personnel between different departments. 

Visit Revelwood’s Knowledge Center for our Workday Adaptive Planning Tips & Tricks or sign up here to get our Workday Adaptive Planning Tips & Tricks delivered directly to your inbox. Not sure where to start with Workday Adaptive Planning? Our team here at Revelwood can help! Contact us at info@revelwood.com for more information.

Learn more Workday Adaptive Planning Tips & Tricks:

Workday Adaptive Planning Tips & Tricks: Utilizing Split Rows in Modeled Sheets

Workday Adaptive Planning Tips & Tricks: Check Boxes in Modeled Sheets

Workday Adaptive Planning Tips & Tricks: Flexible Planning

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