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Workday Adaptive Planning video

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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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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Planning in Workday Adaptive Planning

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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.

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