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Workday Adaptive Planning how to

Workday Adaptive Planning Tips & Tricks: Reusable Reports

November 9, 2022 by Ben Alcock

As a relative newcomer to Workday Adaptive Planning, I find the Reusable reports function particularly useful.

The ability to create a Reusable Report is a function in Adaptive Planning that preserves the elements and format of a previously saved Matrix Report. Row and column segments that have been organized and formatted are added to the element pane and are able to be dragged and dropped on any new Matrix Report to quickly add structure.

A good use for Reusable Reports is when building multiple reports for a version that occurs during the same time period. After formatting this once, you can easily drag and drop each segment to a new report and your time and version structure will carry over. Another use is combining reports – it’s  as easy as saving one or both as reusable and then adding it to the bottom of the other to display them together.

Here is how to save an already created Matrix Report as reusable and use it to quickly create another similarly structured report.

The example report we’re going to use displays the revenue of each product group and total Product Revenue for the year 2019, in the Version: “Last Year Budget – Approved”.

Below shows the behind-the-scenes Report Editor for the above report.

Notice how the columns are expanded to show each quarter as well as the full year total. This is a format choice made in the Elements Pane that we want to reuse in the next report we build.

To make this a Reusable Report, first find the report on the Reports Overview page.

Right click on the report and select “Add to Reusable Reports”

Now we’re going to create a new Matrix Report that displays the maintenance revenue of each account and total maintenance revenue for the same year and version as the 2019 Product Revenue report.

Create a new Matrix Report and look at the bottom of the Elements Pane on the left, notice the section for Reusable Reports.

From here, expand the report you want to reuse and drag and drop the desired elements/segments. In this example, we want to reuse the column segment and its formatting.

Add to the row axis the element you wish to display on your new report, in this case we want the account, Maintenance Revenue.

Select Save and Run, and just like that, you’ve used a Reusable Report to quickly create a similar but different report that follows the same time and version formatting as the other!

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 info@revelwood.com for more information.

Read more Workday Adaptive Planning Tips & Tricks:

Workday Adaptive Planning Tips & Tricks: Crosstabs – The Significance of and How to Build

Workday Adaptive Planning Tips & Tricks: Creating an Excel File Data Source

Workday Adaptive Planning Tips & Tricks: Data Integration and the Planning Data Source

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Filed Under: Workday Adaptive Planning Tips & Tricks Tagged With: Budgeting Planning & Forecasting, Financial Performance Management, Workday Adaptive Planning, Workday Adaptive Planning how to, Workday Adaptive Planning Tips & Tricks

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

October 26, 2022 by Revelwood

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

Reporting in Workday Adaptive Planning

September 1, 2021 by Revelwood Leave a Comment

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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Filed Under: Workday Adaptive Planning Insights Tagged With: Adaptive Insights demo, Adaptive Insights tutorial, Adaptive Insights video, financial reporting, FP&A reporting, reporting, Workday Adaptive Planning demo, Workday Adaptive Planning how to, Workday Adaptive Planning tutorial, Workday Adaptive Planning video, xP&A reporting

Dashboarding in Workday Adaptive Planning

August 25, 2021 by Revelwood Leave a Comment

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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