Workday Adaptive Planning

How to Edit a Dashboard

January 14, 2026 by Sarah Hildenbrand

Dashboards are a key way to visualize and share important data in Workday Adaptive Planning. Knowing how to edit them effectively allows you to tailor the insights for your team, track performance metrics, and ensure everyone is looking at the most relevant information.

In this Tips & Tricks guide, Sarah Hildenbrand, a Lead Consultant at Revelwood, walks you through the step-by-step process of editing a dashboard while maintaining control over shared content.

1. First go to the “Dashboard” section of Adaptive Planning in Global Navigation. If you are on the dashboard and see the “Edit” button grayed out, you need to check out the dashboard Perspective.

2. To “Check it out” you need to go to the dashboard section and click on the three dots right of the dashboard which is shared with everyone.

3. Now you can edit the dashboard in the “Personal” location and make changes without anyone else being able to override them but they can still view the dashboard in the “Shared” location.

4. Click on the dashboard, click “Edit”, and make the changes to the dashboard as needed and once done then click “Done”.

5. Then once in the dashboard section, make sure to “Publish” the dashboard so now people can see your changes and can make their own updates now.

Editing dashboards in Adaptive Planning is straightforward once you know how to work in Personal mode. This approach ensures you can customize your view, experiment with different layouts, and update information without disrupting dashboards used by others. By mastering these steps, you can make your dashboards more insightful, collaborative, and actionable for your team.

Revelwood is more than just a Platinum Workday Adaptive Planning partner — we’re a trusted advisor to the Office of Finance. With 30 years of experience and award-winning expertise, we bring together powerful software, proven best practices and pre-built, ready-to-deploy solutions that accelerate time to value. Our team doesn’t just implement technology — we help finance teams transform the way they plan, analyze and make decisions. Discover how Revelwood can help you get the most out of Workday Adaptive Planning — and achieve results that matter.

Unified Provisioning Authentication (UPA) for Customers Using Adaptive Planning with Workday Single Sign-On (SSO)

January 7, 2026 by Luke Griffie

What is it?

As part of Workday’s 2025R2 product release, they rolled out a powerful new feature for customers that use Adaptive Planning with Workday single sign-on (SSO). Customers can now access a delivered Unified Provisioning and Authentication (UPA) workspace to manage users more efficiently. This enhancement builds on the existing SSO framework by standardizing the user provisioning and authentication process.

What’s New?

The first big addition for this feature is the user provisioning workspace (UPW). This delivered workspace is where user provisioning is configured and managed for Workday Adaptive Planning. Within the UPW is a new migration task that enables the updating of user instance assignment information. This process automates the creation of necessary security and provisioning groups.

With this new feature comes new and improved sign-in options for Adaptive Planning. Previously it was a worklet based sign-in process but it is now specific to each Adaptive instance. Users will have the options of signing in traditionally through the Adaptive Planning instance URL or through the new Workday UI.

Other updates in this feature include improvements to the native Workday sign-in page, refined short message service (SMS), and new password reset option using phone number. Additionally, Adaptive Planning APIs can now be authenticated the exact same way as Workday APIs (OAuth 2.0).

Summary

These new and improved automated processes simplify the administration experience by centrally managing user access to Adaptive Planning through security groups. This allows for a simultaneous user sync for user-based security groups and hourly user sync for role-based groups. The full user sync can be triggered to correct user discrepancies and there is additional support for ISU users. Setting up and enabling these news features will be very beneficial for user maintenance in Workday Financials and Adaptive Planning.

Follow this link for prerequisites and configuration steps to enable these features:

https://doc.workday.com/adaptive-planning/en-us/what-s-new/releases/2025r2-release-notes/2025r2-planning-for-hcm-and-financials-release-not/unified-provisioning-and-authentication–upa–for-.html?toc=0.1.13.7

Leveraging Repeating Reports in Workday Adaptive Planning’s OfficeConnect

December 17, 2025 by Cameron Burke

Workday Adaptive Planning’s OfficeConnect is a powerful tool that integrates directly with Microsoft Excel, Word, and PowerPoint, enabling users to create dynamic reports with live data feeding directly from Adaptive. One of the most valuable features within OfficeConnect is Repeating Reports, which allows users to generate reports for multiple dimensions—such as departments, regions, product lines, and many more—without manually creating separate reports for each.

In this post, we’ll explore how to effectively use repeating reports in OfficeConnect, best practices for implementation, and common pitfalls to avoid.

What Are Repeating Reports in OfficeConnect?

Repeating Reports in OfficeConnect allow you to create a single report template that dynamically updates for multiple elements of a selected dimension. Instead of manually copying and pasting the same report for different departments or business units, you can configure OfficeConnect to create duplicates for each one automatically.

Key Benefits:

Efficiency: Saves time by automating report creation for different categories.
Consistency: Ensures formatting and structure remain uniform across multiple reports.
Accuracy: Reduces manual errors associated with copying and pasting data.

How to Set Up a Repeating Report

Follow these steps to create a repeating report in Workday Adaptive Planning’s OfficeConnect:

Step 1: Open Your OfficeConnect Report

Ensure that you have OfficeConnect installed and connected to your Workday Adaptive Planning instance. Enabling “Access OfficeConnect” in permission sets is required. Open your existing report or create a new one in Excel.

Step 2: Define the Report Layout

Before setting up the repeating structure, design your base report. This could include:

Row and column structures for financial data.
Filters to display specific time periods, scenarios, or versions.
Any necessary formatting to ensure clarity and readability.

Step 3: Enable Repeating Functionality

1. Select the Dimension to Repeat:
- In the OfficeConnect ribbon, click on Repeating Reports under the Filters section
- Choose the Adaptive element type (e.g., Accounts, Levels, Dimensions, Versions) that should drive the repetition.
2. Define the Range:
- OfficeConnect will prompt you to specify the data range that should be repeated.
- Select the appropriate fields you would like to repeat reports for.
3. Apply the Repeating Logic:
- OfficeConnect will dynamically generate instances of your report based on the selected dimension.
- You can choose to apply filters or exclusions as needed.

Step 4: Refresh and Validate the Report

Once set up, click Refresh to see the report populate for each element of the chosen dimension. Review the results to ensure accuracy and consistency.

Check out this quick video demonstrating how to create Repeating Reports:

Best Practices for Repeating Reports

To maximize the efficiency of repeating reports in OfficeConnect, follow these best practices:

Use Named Ranges: Define named ranges in Excel to make it easier to manage repeating sections.
Keep Formatting Simple: Excessive formatting can sometimes cause issues when repeating across multiple rows or columns.
Leverage Filters: If you don’t need reports for every department or entity, apply filters to exclude unnecessary elements.
Test with a Small Subset: Before rolling out a full report, test with a subset of your dimension to confirm correct setup.
Ensure Data Integrity: Double-check that calculations and formulas adjust correctly across repeated sections.

Common Pitfalls and How to Avoid Them

1. Overcomplicating the Report Structure

Keep your base report simple to ensure smooth repetition.
Avoid excessive merging of cells, which can disrupt the repeating process.

2. Not Refreshing the Report Properly

Always refresh the report after making changes to the repeating structure.
If the report does not update correctly, check the connection settings to Workday Adaptive Planning.

3. Forgetting to Check Print Settings

If you plan to export or print the reports, review page breaks and formatting to ensure clarity.

Repeating Reports in Workday Adaptive Planning’s OfficeConnect can significantly enhance reporting efficiency and accuracy. By automating the process of generating multiple reports based on dimensions, users can save valuable time while maintaining data consistency. Following best practices and avoiding common pitfalls will help you unlock the full potential of this powerful feature. Are you interested in learning more about OfficeConnect? Take our Introduction to OfficeConnect training course.

The Power of Split Rows in Workday Adaptive Planning Modeled Sheets

December 10, 2025 by Cameron Burke

In Workday Adaptive Planning, flexibility is everything—especially when it comes to modeling your data at the right level of granularity. That’s where Split Rows come in handy. Whether you’re working with standard sheets or modeled sheets, understanding how to use splits effectively can enhance visibility, collaboration, and control over your planning data. Let’s dive deeper into using splits in modeled sheets.

What Are Splits?

Splits allow you to subdivide a cell into multiple sub-rows, each holding a portion of the original value. These sub-rows roll up to the original cell, which becomes read-only (and turns grey to indicate this). This is a great way to break down expenses, revenue, or any line item into more meaningful components—without having to create entirely new rows or accounts.

Think of splits as a mini breakout underneath a single line item—perfect for when you want to break down an annual marketing budget into event-specific spending, or allocate data such as travel costs or project revenue across multiple departments.

Splitting Rows in Modeled Sheets

Before you start, make sure your administrator has enabled split functionality on the sheet. This setting can be found in the backend of the sheet under columns and levels settings.

Once splits are allowed on the sheet, you will have to select each column that you want to be able to edit in the split rows by checking the “split” checkbox in the general properties of each.

How to Split Rows on the Sheet Itself

Right-click the row you want to split and select Split Row.
A sub-row appears underneath, with editable cells only in the columns you specified in the backend.
In this example, I have split a project to be able to enter different backlog amounts at different levels. In the backend, I have selected level and backlog amount columns to be editable in split rows. The rest of the rows that do not have the “split” checkbox selected inherit the same value as the initial line that was split.

Deleting Rows (Both Types)

To delete any row (split or independent), simply right-click on the row and select Delete Row.

Pro Tips for Using Splits vs Adding New Rows

Use splits for transparency: Want stakeholders to understand where a number comes from? Splits give that visibility.
Add rows for unique data: Need a brand-new data point, scenario, or combination of dimensions? Add a new row.
Keep an eye on permissions: Other users only see your splits if they’re viewing from your level.

Importing Data with Splits

The manual import template will be very similar for modeled sheets with splits, with 1 extra column!

The “Is Split Child Row” column is used to tell Adaptive which rows will be splits and which will be the initial row. This column is mandatory to fill out on an import template for a modeled sheet with split rows. In this example, the row with Level 1 is the initial row, or “parent row” that I want to split, so I wrote “No” in that column. The following rows that will be splits of this row (levels 2, 3, and 4) will have “Yes” written in the same column, indicating that they are split, or “child rows” of the initial row. The column should be populated with “No” for any row that is either being split, or does not have splits. The column should be populated with “Yes” for any row that will be a split off of the first “No” row above it.

Final Thoughts

Whether you’re breaking down a number for better clarity or adding new data entirely, splits in modeled sheets give you the tools to build smarter, more detailed plans. So next time you need to add additional detail to your numbers or additional line items with the same dimension, right-click and make it happen.

Breaking Down Barriers: Simplifying Data Integration with Snowflake Support in Workday Adaptive Planning

December 8, 2025 by Rob Gordy

Workday Adaptive Planning’s 2025R1 update includes new functionality to better integrate Snowflake data into Workday Adaptive Planning. Prior to this update, it was not possible for Adaptive to retrieve Snowflake’s data via Snowflake’s API. This was due to incompatibilities relating to data compression.

Integrating Snowflake data into Adaptive Planning was possible via a JDBC connection (requiring the installation and use of Workday’s Data Agent), transferring files via SFTP or another file transfer methodology or using 3rd party integration tools. The 2025R1 update allows for Snowflake’s data to be loaded into Adaptive more seamlessly without any additional software or third party tools/systems.

Benefits for Existing and Prospective Clients

So, what does this mean for your organization? Here are just a few benefits:

Streamlined Data Integration: With Snowflake support now available, you can easily connect your Snowflake data to Adaptive, saving time and resources that would have been spent on manual integration.
Self-Sufficient Integration Management: Adaptive’s Integration Framework enables a full Extract, Transform, and Load (ETL) integration allowing for data manipulation, data mapping, error handling and notifications within Adaptive’s interface eliminating the need to rely on IT, data engineering and other teams’ support to maintain your Snowflake integration.
Improved Data Management Capabilities: Adaptive’s Integration Framework allows you to create multiple data sources, use SQL filters and table joins to select specific data and change the data type of the extracted data. This is designed to simplify data management and improve data flow efficiency.
Enhanced Pipelines for Large Enterprises: For large or very large enterprises with strong data governance practices in place, Cloud Data Connect provides a standardized connection for quickly creating pipelines that load data from external data warehouses into Adaptive.

What’s Next?

Revelwood is committed to helping clients unlock their full potential with Workday Adaptive Planning. With this new feature, we’re excited to help integrate your Snowflake data into Workday Adaptive Planning.

Revelwood’s Workday Adaptive Planning Integration Center of Excellence brings proven methodologies, accelerators and deep technical expertise to streamline data flows into Adaptive. As a Platinum Workday Adaptive Planning partner, we deliver reliable, scalable integrations across ERPs, CRMs, HR systems and more — eliminating silos and ensuring trusted data for planning. With Revelwood, integrations become an enabler of insight. Discover how our Integration COE can help you build a connected, future-ready planning environment.

Why Revenue Planning Deserves a Fresh Look

December 4, 2025 by Revelwood

Revenue planning is more than just crunching numbers—it’s the heartbeat of a successful organization. In a recent episode of FP&A Done Right – the Podcast, we dissect how to simplify the process while keeping it strategically aligned with company goals. A thoughtful approach to revenue planning can reduce guesswork, boost accountability, and enhance operational agility.

The Three Pillars of Modern Revenue Planning

In the podcast episode, we break revenue planning into three interlinked pillars:

1. Strategic Alignment:
- Anchoring revenue targets to the company’s overarching vision and KPIs.
- Ensuring cross-functional teams—from sales to marketing to operations—understand and buy into those targets.
2. Data-Driven Forecasting:
- Leveraging historical sales trends, pipeline velocity, and win rates to inform realistic projections.
- Emphasizing automation and integrated tools (e.g., specialized FP&A software) to reduce manual errors.
3. Dynamic Adjustment:
- Treating the revenue plan as a live document—not a static artifact.
- Incorporating real-time analytics for timely pivots in strategy, pricing, and resourcing.

Practical Tips For Revenue Planning

The episode shares hands-on tactics you can apply immediately:

Break Goals into Manageable Chunks: Set quarterly, monthly, even weekly targets to sustain momentum and improve predictability.
Use Rolling Forecasts: Continuously update forecasts on a regular basis, rather than relying on an annual planning cycle.
Set Ownership & Visibility: Assign accountability at every stage. A visual dashboard helps teams track progress and flags issues early.
Foster Collaboration: Bring finance, sales, marketing, and operations into early-stage discussions. This prevents silos and aligns incentives.

Tools & Technology in the FP&A Toolbox

Effective revenue planning is rooted in process, but also includes a technology component:

Integrated FP&A platforms: Solutions that sync CRM data with finance tools.
Business intelligence dashboards: Empower team leaders to monitor KPIs without waiting for end-of-month reports.
Automated workflow engines: Reduce manual touchpoints and improve compliance in the planning cycle.

Revenue Planning: More Strategic, Less Flawed

Revenue planning should be both strategic and flexible:

Strategic: Tied closely to your vision and based on informed data.
Flexible: Built on rolling forecasts that update frequently and translate into operational adjustments.

Adopting this three-pillar framework can lead to sharper decision-making, faster course corrections, and stronger financial results.

Listen to the full episode.

What Are Level Dimensions?

December 3, 2025 by Julia Seelin

In Workday Adaptive Planning, a Level represents an organizational unit or entity around which you plan and report—think departments, cost centers, legal entities, or even individual stores. Levels are the backbone of your organizational hierarchy.

Level Dimensions are, quite simply, the standard dimensions automatically associated with these organizational levels. They are the characteristics that define and categorize the level itself.

For example:

If your Level is “Store”, its Level Dimensions might include:
- Region (e.g., Northeast, West)
- Store Type (e.g., Large Format, Small Format)
- Area
If your Level is “Department”, its Level Dimensions might include:
- Business Unit
- Geographic Location

Level Dimensions tell you where the planning is happening (which part of the organization), while Custom Dimensions tell you what the planning is about (which product or project). Together, they provide a comprehensive, multidimensional view of your business.Level Dimensions are also very similar to attributes. Attributes have the main purpose of grouping either levels or dimensions for reporting purposes. Level Dimensions tag a level similar to an attribute, but also create a new intersection of data with the Level Dimension. This in turn allows for planning to also be done at this intersection, instead of just tagging them together.

Ask Workday for Adaptive

November 26, 2025 by Thomas McDade

Ask Workday for Adaptive Planning is a new feature from the 2025R2 release of Workday Adaptive Planning that leverages artificial intelligence (AI) to provide a search engine within Workday Adaptive Planning. Ask Workday features Contextual Help, an interactive guide that allows you to easily find answers within Adaptive Planning’s documentation.

How to Enable Ask Workday

In order to enable Ask Workday, navigate to Administration then select Permission Sets. From there, choose the Permission Set that you want to have access to Ask Workday, and click edit.

Next, click the checkbox next to “Access Workday Assistant for Planning”

After it is enabled, a sparkle icon will appear in the global toolbar. Select the icon to use “Ask Workday”

Using Ask Workday

Provides an AI powered search engine within Adaptive Planning
Leverages natural language to help quickly access information in Adaptive Planning Documentation
Use the “Help me find an answer” option on the welcome screen to easily explore related topics.
Take advantage of auto-suggested search terms and intelligent prompt tips for quicker results.
Allows users to rate and provide feedback on responses to enhance future accuracy.
Access step-by-step guidance for essential Adaptive Planning tasks, such as:
- Configuring alternate calendars
- Building Machine Learning (ML) forecasts
- Reviewing scenario updates
- Adjusting default currencies
Ask Workday does not build or populate any sheets

Why Integrations Matter to CFOs: Stability, Savings and Speed

November 24, 2025 by Revelwood

Every CFO has faced it: waiting for data that never comes, or hearing “we can’t pull that report from the system.” In today’s environment, finance cannot afford delays or gaps in information. That’s why integrations are more than just IT projects — they’re strategic enablers for CFOs.

Revelwood’s Workday Adaptive Planning Integration Center of Excellence (COE) addresses these issue by delivering:

Stability: Integrations need to work every time, without fail. Revelwood’s library of tested integrations ensures data flows consistently, reducing the risk of surprises at month-end or quarter-close.
Savings: Our reusable code base and standardized approaches mean lower implementation costs up front — and lower maintenance costs long term. CFOs don’t have to pay for reinventing the wheel.
Speed: When business leaders ask for insights, analysts need to respond quickly. Strong integrations ensure data is always ready, enabling faster decision-making and agility in planning.

For example, a Workday Adaptive Planning customer was struggling with a brittle integration that broke every time their ERP was updated. We rebuilt the connection with our API-based approach enabling the organization to reduce downtime, save maintenance costs and empower their FP&A team to deliver insights faster.

For CFOs, integrations are not a technical detail — they’re a strategic investment in stability, cost control, and agility.

Workday Adaptive Planning

Read more Workday Adaptive Planning Tips & Tricks:

What is it?

What’s New?

Summary

Read more Workday Adaptive Planning Tips & Tricks:

What Are Repeating Reports in OfficeConnect?

Key Benefits:

How to Set Up a Repeating Report

Step 1: Open Your OfficeConnect Report

Step 2: Define the Report Layout

Step 3: Enable Repeating Functionality

Step 4: Refresh and Validate the Report

Best Practices for Repeating Reports

Common Pitfalls and How to Avoid Them

1. Overcomplicating the Report Structure

2. Not Refreshing the Report Properly

3. Forgetting to Check Print Settings

Read more Workday Adaptive Planning Tips & Tricks:

What Are Splits?

Splitting Rows in Modeled Sheets

How to Split Rows on the Sheet Itself

Deleting Rows (Both Types)

Pro Tips for Using Splits vs Adding New Rows

Importing Data with Splits

Final Thoughts

Read more Workday Adaptive Planning Tips & Tricks:

Benefits for Existing and Prospective Clients

What’s Next?

Read more from this series:

The Three Pillars of Modern Revenue Planning

Practical Tips For Revenue Planning

Tools & Technology in the FP&A Toolbox

Revenue Planning: More Strategic, Less Flawed

Read more Workday Adaptive Planning Tips & Tricks:

How to Enable Ask Workday

Using Ask Workday

Read more Workday Adaptive Planning Tips & Tricks:

Read more from this series:

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