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Workday Adaptive Planning Tips and Tricks

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

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Workday Adaptive Planning Tips & Tricks: Editing Dimensions

Home » Workday Adaptive Planning Tips and Tricks

Workday Adaptive Planning Tips & Tricks: Editing Dimensions

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Both modeled and cubed sheets in Workday Adaptive Planning offer the ability to add dimensionality to the model to further enhance data visualization. Dimensions and their values are often needed to be updated and maintained. While this could be seen as an inconvenience, Adaptive offers a feature that enables the user to edit the dimension directly on a cubed or modeled sheet rather than having to navigate through modeling to the dimension home screen. 

If you navigate towards the back end of your cubed or modeled sheet and press on column and levels, you will see your dimensions. Select the dimension you want to enable the feature on, and check the “Edit dimension on sheet” checkbox circled in red. Save your changes.

To use the feature, navigate to the front end of the sheet you are working on. Hover over the cell you want to edit under the correct dimension column, and click the drop down arrow. You will then hit the “Edit Dimension” button that is circled in red. 

Next, the window below will pop up. Circled in red is the button to add a new dimensional value directly onto the sheet. This will also be updated on the main dimensions tab as well. Additionally, you have the ability to rename an existing dimension in this same window.

This feature is also available for text-selectors and follows the same process as dimensions.

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

Home » Workday Adaptive Planning Tips and Tricks

Top 5 Workday Adaptive Planning Tips & Tricks from 2024

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Did you have a favorite Workday Adaptive Planning Tips & Tricks post from 2024? We took a look at our analytics and figured out which tips & tricks published in 2024 were the most popular. Take a look:

1. Workday Adaptive Planning Tips & Tricks: Importing with Ease

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

    2. Workday Adaptive Planning Tips & Tricks: A Practical Guide to Shared Formula Import

      The shared formula import file in Workday Adaptive Planning saves time and gives users the ability to apply formulas to any account by version and by level. Read this blog post to learn a process that will efficiently allow Workday Adaptive Planning users to create large templates from scratch for importing mass quantities of shared formulas.

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

        There are many times when importing data into the staging tables for Intacct integrations that you might be looking for just a subset of data. Importing everything from Sage Intacct to Workday Adaptive Planning takes time. If you filter your retrieval in the staging area, you can save time on the import. That enables you to spend your time on more impactful activities. 

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

          The capital summary sheet provides a snapshot of an organization’s capital assets and their depreciation within an overview of CapEx by asset type and level. This sheet allows the user to see the total depreciation, which is broken down by new depreciation and existing depreciation, as well as fixed assets. 

            Linked accounts serve as the backbone of financial modeling in Workday Adaptive Planning. They establish connections between different elements of your financial structure, enabling seamless aggregation and analysis of data across various dimensions. By linking accounts, you can bring data from different models to align for your organization’s reporting and analysis needs.

            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: Archived Versions For Data Freeze 2024R2

            Workday Adaptive Planning Tips & Tricks: Data Validation Rules in Modeled Sheets

            Workday Adaptive Planning Tips & Tricks: Workforce Planning

            Home » Workday Adaptive Planning Tips and Tricks

            Workday Adaptive Planning Tips & Tricks: Workforce Planning

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            Workforce planning has become a necessity for all organizations. It allows human resources (HR) to work alongside Finance professionals to plan the organization’s workforce allocation and to achieve business goals. Unfortunately, most workforce planning models are outdated and lack predictive analytics. However, Workday Adaptive Planning enables organizations to take workforce planning to the next level. 

            First, the data needs to be gathered about the workforce. Headcount, pay rate, the level each employee belongs to, benefits, bonus percentage, start and end dates are some categories that are commonly used in workforce planning models. Workday Adaptive Planning can integrate data from directly from source systems, ensuring the data is constantly updated. This is vital for the types of data required for workforce planning. 

            Key Capabilities of Workforce Planning in Adaptive Planning

            Workday Adaptive Planning lets organizations:

            • Plan workforce using dimensionality that aligns to the organization’s structure. These include some of the categories above and levels, departments, projects, locations, FTE vs part-time employees, and much more.  
            • Model hiring, transfers, and retention plans to understand the implications and to see the cost impact of data updates or changes to key drivers organized by parent organization or cost center.  
            • Use different driver-based scenarios to understand the effect of upstream and downstream to create the best plan possible.
            • Conduct what-if labor analysis on different subjects such as salary increases, bonuses and equity and pool some of those categories together across different business units.   
            • Strategically plan for and model the repercussions of one-time events, such as restructures or M&A activities, regulatory changes, special projects or initiatives, and more.

            Security Settings

            Workday Adaptive Planning allows administrators to set permissions. Permissions can be given to restrict access based on job roles and responsibilities. These can be assigned at a granular level to ensure that users have access only to the necessary data and functionalities. 

            Notably, Workday Adaptive Planning prioritizes security with role-based access controls and granular permissions, ensuring data integrity and confidentiality. By embracing this innovative solution, organizations can optimize their workforce planning processes, encouraging agility, strategic foresight, and resilience for sustained success.

            Ultimately, workforce planning is essential for organizational success, and Workday Adaptive Planning revolutionizes this practice by offering dynamic data integration, scenario modeling, and in-depth analyses. The platform’s advanced features enable organizations to align their workforce with business goals effectively.

            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: Linked Accounts with Link Filter

            Workday Adaptive Planning Tips & Tricks: Importing with Ease

            Workday Adaptive Planning Tips & Tricks: A Practical Guide to Shared Formula Import

            Home » Workday Adaptive Planning Tips and Tricks

            Active Planning Dashboards in Workday Adaptive Planning

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            In today’s Workday Adaptive Planning Tips & Tricks video, Dave Miersch, Revelwood’s Workday Adaptive Planning practice lead, demonstrates how to use active dashboards. Active Planning dashboards allow for real-time updates and insights, eliminating the need to toggle between multiple screens. 

            Watch this video to see Dave explain how Active Planning Dashboards:

            • Seamlessly integrate with sheets in Adaptive Planning
            • Enable easy data entry with real-time updates
            • Allow users to drill-down for more detailed information
            • Provide both a high-level overview while also facilitating in-depth analysis
            • Deliver flexibility to modify targets and entry points and offers options for changing display settings, adding notes and even reorganizing dimensions.

            Dave also demonstrates how to seamlessly integrate sheets into a new dashboard. This functionality streamlines the process of creating comprehensive reports by combining various elements such as charts and views, with the newly added sheet. 

            Active Planning Dashboards give you combined data entry and reporting in a unified interface, saving you time, reducing errors and enabling you to make more informed decisions.

            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:

            Limit the Drill Down List on a Workday Adaptive Planning Report

            Workday Adaptive Planning Tips & Tricks: Restrictions on Cube Sheets

            Workday Adaptive Planning Tips & Tricks: Metadata Loaders

            Home » Workday Adaptive Planning Tips and Tricks