• Skip to main content
  • Skip to footer
Revelwood Logo

Revelwood

Your SUPER-powered WP Engine Site

  • Who We Are
    • About Us
      • Our Company
      • Our Team
      • Partners
    • Careers
      • Join Our Team
  • What We Do
    • Solutions
      • Workday Adaptive Planning
      • IBM Planning Analytics
      • BlackLine
    • Services
      • Implementation Services
      • Customer Care
        • Help Desk
        • System Administration as a Service
      • Training
        • Adaptive Planning Training
        • IBM Planning Analytics / TM1 Training
    • Products
      • DataMaestro
      • LightSpeed
      • IBM Planning Analytics Utilities
  • How We Help
    • Workday Adaptive Planning Use Cases
    • IBM Planning Analytics Use Cases
    • BlackLine Use Cases
    • Client Success Stories
  • How We Think
    • Knowledge Center
    • Events
    • News
  • Contact Us

Workday Adaptive Planning video

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

Home » Workday Adaptive Planning video

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.

Home » Workday Adaptive Planning video

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

Planning in Workday Adaptive Planning

August 11, 2021 by Revelwood Leave a Comment

In this demonstration, we explain how to do Planning in Workday Adaptive Planning. Workday Adaptive Planning is used by companies of all sizes, across all industries, for annual budgeting, monthly forecasting, what-if scenario planning and more.

Watch this video to learn how to do common planning activities, as well as to see some of Adaptive Planning’s most popular features.

As we look at a typical expense sheet, you’ll see:

  • The importance of color coding in Adaptive Planning
  • How to do forecasting, including 3+9 forecasting
  • Different ways you can display your data
  • Shortcuts for entering data
  • Options for to using the breakback method
  • Cell-level audit trail features
  • Model Sheets
  • Cube Sheets
  • Planning directly in a dashboard
  • How to do what-if scenarios

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.

Home » Workday Adaptive Planning video

Filed Under: Videos, Workday Adaptive Planning Insights Tagged With: Planning in Workday Adaptive Planning, Workday Adaptive Planning, Workday Adaptive Planning demo, Workday Adaptive Planning tutorial, Workday Adaptive Planning video

Footer

Revelwood Overview

Revelwood helps finance organizations close, consolidate, plan, monitor and analyze business performance. As experts in solutions for the Office of Finance, we partner with best-in-breed software companies by applying best practices guidance and our pre-configured applications to help businesses achieve their full potential.

EXPERTISE

  • Workday Adaptive Planning
  • IBM Planning Analytics
  • BlackLine

ABOUT

  • Who We Are
  • What We Do
  • How We Help
  • How We Think
  • Privacy

CONNECT

Contact:

25B Vreeland Road, Suite 111 Florham Park, NJ 07932
201.984.3030
info@revelwood.com

Copyright © 2023 · Revelwood Inc. All rights reserved. Revelwood® and the Revelwood logo are registered marks of Revelwood Inc.