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Cube Sheet Restrictions in Workday Adaptive Planning

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Cube sheets in Workday Adaptive Planning often include a wide range of filters such as dimensions, accounts, attributes, and others. However, not all options under each filter are relevant for every model. By taking advantage of the cube sheet restrictions feature in Workday Adaptive Planning, you can hide or limit unnecessary filters, simplifying the sheet and improving usability.

The restrictions function offers powerful customization options. Users can configure a sheet to display different accounts for the actuals version versus the forecast version, specify accounts tied to specific dimension values, filter accounts to appear at different levels, and more. This flexibility helps tailor cube sheets to your needs while keeping them efficient.

It’s important to note that cube sheets have a 15,000-row limit. Using restrictions to limit intersections on the sheet prevents unnecessary rows, ensuring optimal performance and maintaining clarity in your data.

How To Add Cube Sheet Restrictions

1. Go to Modeling -> Level assigned or user assigned sheets -> Select the cube sheet you want to add restrictions to.

2. Click Restrictions

3. Click Add New

There are two elements of a cube sheet restriction. The first is selecting what dimension determines what you want to restrict and the second is what dimension will be restricted.

In this example, if you create a Level/Site-Dimension restriction, you can specify which sites to be able to select for any given set of levels.

Here, I am checking off just Sites 1, 2, and 3 to be shown for the Operations level.

For the Marketing level, I want sites 4, 5, and 6 to show, but not 1-3 or 7-9. Click the save icon in the top left corner.

Now, when I filter this cube sheet by the Operations level, only sites 1-3 are available to select from the dropdown.  When I go to the Marketing level, only sites 4-6 are available.

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: The User Access Calculator

Workday Adaptive Planning Tips & Tricks: Machine Learning Predictive Forecaster: Lever Sheets

Workday Adaptive Planning User Interface Changes 2025 R1 

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Workday Adaptive Planning Tips & Tricks: The User Access Calculator

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Workday Adaptive Planning’s User Access Calculator is a powerful tool that allows administrators to manage and monitor user access within the platform efficiently. In this post, we will walk you through the step-by-step process of using the User Access Calculator to check someone’s access, ensuring that your organization’s financial planning environment remains secure and tailored to individual roles.

Step 1: Accessing the User Access Calculator

To begin, log in to your Workday Adaptive Planning account with administrator credentials. Once logged in, navigate to the administration in the global navigation menu, where you’ll find the User Access Calculator option. Click on it to open the tool.

Step 2: Selecting the User

Once inside the User Access Calculator, you’ll see a user-friendly interface with options to input user details. Start by selecting the specific user whose access you want to check. You can usually search for users by name or username to locate the individual in question.

Step 3: Reviewing Role-Based Access

Workday Adaptive Planning operates on a role-based access control system. The User Access Calculator provides a summary of the roles assigned to the selected user. Review the roles to understand the level of access the user has within the platform. Ensure that the roles align with the user’s responsibilities and the organization’s security policies.

Step 4: Exploring Module and Sheet Access

Beyond roles, the User Access Calculator allows you to delve deeper into module and sheet access for the selected user. You can select the level, account, version, and dimension values that you wish to check for access. By selecting the single coordinate option, the calculator calculates access across the specific intersections you have selected. 

Alternatively, you can calculate a user’s access across an entire dimension (level, account, version, etc.) by selecting the single dimension option and choosing an option from the dropdown. 

Navigate to the relevant sections to view a detailed breakdown of the modules and sheets accessible to the user. This step is crucial for fine-tuning access permissions based on specific business requirements.

Step 5: Analyzing Permissions

The User Access Calculator provides insights into individual permissions associated with modules and sheets. Analyze these permissions to ensure that the user has the necessary rights to perform their tasks. “Write” access refers to complete edit access while “Read” access refers to limited access. If adjustments are needed, administrators can use this information to modify permissions accordingly.

Effectively using the User Access Calculator in Workday Adaptive Planning involves a systematic approach to review and adjust user access. By following these step-by-step instructions, administrators can ensure that access aligns with organizational needs, roles, and responsibilities, ultimately creating a secure and streamlined financial planning environment for the entire team. Regular reviews and documentation will further enhance the overall management of user access within the platform.

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 User Interface Changes 2025 R1 

Workday Adaptive Planning Tips & Tricks: Write-back for OfficeConnect

Workday Adaptive Planning Tips & Tricks: New Feature – Long-Running Processes in Workday’s 2024R2 Release

Home » Workday » Page 2

How We Solve Problems: Improving the Performance of Workday Adaptive Planning

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This post continues our series on how we use Workday Adaptive Planning to solve problems. Each blog post focuses on a real-world client experience where Revelwood was presented with a unique or thorny problem.  We’ll explain our approach to how we solved it.

Revelwood Client: This company manufactures premium lighting and home accessories. It produces approximately 1,000 different designs that can be made in more than 25,000 ways as a standard product. 

Problem: Granular Details Impeded System Performance

Scenario: The company worked with an implementation partner to build a Workday Adaptive Planning solution for budgeting, forecasting and reporting. The implementation they built went to the nth degree of detail and granularity. That level of granularity resulted in the system performing poorly. It also required a high level of upkeep. 

How We Helped: The manufacturer engaged Revelwood for a health check, after which we revamped the company’s model. Revising the company’s model enabled ad-hoc analysis – a key aspect of forecasting that was impossible to do in the earlier instance. 

These changes had a big impact on the company’s next budgeting cycle. By revamping the company’s model, Revelwood enabled the manufacturer to do scenario planning – something they could not do in their earlier implementation of Workday Adaptive Planning.

Do you have a challenge you’d like to leverage Workday Adaptive Planning for? Reach out to us – we can help!

Read the posts in our series, How we Solve Problems Using Workday Adaptive Planning

Using Workday Adaptive Planning for Headcount Planning

Workday Adaptive Planning for Incorporating Foreign Transactions

Using Workday Adaptive Planning to Model Revenue and Expenses

Home » Workday » Page 2

Workday Adaptive Planning Tips & Tricks: Machine Learning Predictive Forecaster: Lever Sheets

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The machine learning predictive forecaster in Workday Adaptive Planning allows users to leverage machine learning to make predictions for financial planning and analysis. After setting up the initial requirements for a predictive forecaster, including name, sheet, forecast version, start period, end period, accounts, reference data and algorithm users may choose to add a lever modeled sheet to enhance the prediction.

Step 1: Understanding Lever Sheets

First determine the forecast sheet to use. Next review the levels, accounts, and dimensions of the forecast sheet that will be incorporated into the lever sheet. Identify the smallest timer period represented by the forecast sheet. 

Lever sheets are designed to hold regressor data that influences the machine learning forecasts. These sheets can be used only with specific algorithms and the values that are inputted into a lever sheet directly impact the algorithm;s calculation, which is reflected in the forecast sheet. 

Step 2: Create Lever Sheet

Navigate to Modeling > Level Assigned Sheets > New Sheet > Modeled Sheet (blank modeled sheet) 

Under Columns and Levels add in a field called Account as a text field. You can also add in dimensions if those dimensions exist on the forecast sheet. Next, drag the timespan into the last row. Lastly, choose settings under sheet properties and select the time stratum with the smallest time period. 

Step 3: Entering Data

Lever sheets contain data that influence the machine learning forecasts for a specific sheet. The values entered in the lever sheet modify the algorithm’s calculations by levels, account, time period, and dimensions (if applicable). Choose the sheet used for levers and make sure the same version as the forecasted data is selected. Next choose add row and enter account, level, and dimension. Repeat to add all necessary rows. Enter data in the timer periods between start and end. Save the sheet. 

When creating the predictive forecaster make sure to select the lever sheet that aligns with your forecast. Only the algorithms AutoFit, Orbit DLT, and Prophet allow lever sheets to be added. This additional sheet can help users create an even more fine tuned prediction for data on standard or cube sheets.

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 User Interface Changes 2025 R1 

Workday Adaptive Planning Tips & Tricks: Write-back for OfficeConnect

Workday Adaptive Planning Tips & Tricks: New Feature – Long-Running Processes in Workday’s 2024R2 Release

Home » Workday » Page 2

How We Solve Problems Using Workday Adaptive Planning

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This post is the first post in our new blog series on how we solve problems using Workday Adaptive Planning. Each blog post focuses on a real-world client experience where Revelwood was presented with a unique or thorny problem.  We’ll explain our approach to how we solved it.

Revelwood Client: A medical technology company that works with clinicians in Europe, the Middle East, Africa, India, Asia Pacific, Latin America, the Caribbean and Canada.

Problem: Personnel / headcount planning

Scenario: This company had unique requirements for the allocations and formulas in their personnel model. Personnel needed to be partially allocated based off of a monthly headcount by department, and then further allocated quarterly based on global assumptions.

How We Helped: Our team determined that this client needed to have a granular, clear view into how the company’s explosive growth was impacting its personnel needs. We built a personnel model to give the FP&A team – and senior management – the ability to track the timing of new hires and forecast the company’s personnel needs globally. This model – and Workday Adaptive Planning in general – is saving the company a significant amount of time.Do you have a challenge you’d like to leverage Workday Adaptive Planning for? Reach out to us – we can help!

Read the posts in our series, How We Solve Problems Using Workday Adaptive Planning

Using Workday Adaptive Planning to Model Revenue and Expenses

Workday Adaptive Planning for Budgeting and Forecasting for a SaaS Business Model

Home » Workday » Page 2

Workday Adaptive Planning User Interface Changes 2025 R1 

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As part of the Workday Adaptive Planning 2025 Release in March 2025, Workday will be making changes to the user interface. These changes will impact Sheets, Matrix Reports, Dashboards, and Scenario Management. The goal of these changes is to adopt a user interface that is consistent with other Workday products. There will also be changes to parameter sizing and visualization of various layouts. The aforementioned changes are designed to optimize screen space and enhance the product’s usability. The User Interface will be forcibly changed in ALL instances by Workday when the 2025 Release rolls out in March (The target date is 3/8/2025). 

Make the Switch Now

Workday has provided users the opportunity to get ahead of these interface changes before they are enacted in March. The settings can be found within the administration section of Adaptive Planning, under the system portion, in visual preferences pictured below. 

In Visual Preferences, you will see the user interface section where you can check off the latest updates seen below.

It is recommended and could be very beneficial for users to make these changes manually now so they can adjust and get used to them before Workday forces the changes. If the user wishes they can deselect these options and revert back to the old interface but again, the changes will be forcibly enacted come March so it may be best to make the switch and keep the changes.

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: Write-back for OfficeConnect

Workday Adaptive Planning Tips & Tricks: New Feature – Long-Running Processes in Workday’s 2024R2 Release

Workday Adaptive Planning Tips & Tricks: Machine Learning Predictive Forecaster

Home » Workday » Page 2

Using Workday Adaptive Planning for Headcount Planning

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This post continues our series on how we use Workday Adaptive Planning to solve problems. Each blog post focuses on a real-world client experience where Revelwood was presented with a unique or thorny problem.  We’ll explain our approach to how we solved it.

Revelwood Client: This global SaaS company has an easy-to-use platform for blockchain and crypto operations. The company enables exchanges, custodians, banks, trading desks and hedge funds to securely scale digital asset operations through patent-pending SGX & MPC technology. 

Problem: Personnel / headcount planning

Scenario: The company wanted a detailed personnel model to manage headcount and deliver up-to-date, easy-to-understand information. 

How We Helped: Revelwood created a purpose-built personnel model for Workday Adaptive Planning and integrated it with HiBob, a human resources (HR) software platform. Workday Adaptive Planning pulls the HR actuals directly into the model. This integration automates a task that otherwise would be manual, tedious and frequent. The SaaS company can now see headcount information and data on each employee – including historical information – in Workday Adaptive Planning.

Do you have a challenge you’d like to leverage Workday Adaptive Planning for? Reach out to us – we can help!

Read the posts in our series, How We Solve Problems Using Workday Adaptive Planning

Using Workday Adaptive Planning to Model Revenue and Expenses

Workday Adaptive Planning for Budgeting and Forecasting for a SaaS Business Model

Home » Workday » Page 2

Workday Adaptive Planning for Incorporating Foreign Transactions

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This post continues our series on how we use Workday Adaptive Planning to solve problems. Each blog post focuses on a real-world client experience where Revelwood was presented with a unique or thorny problem.  We’ll explain our approach to how we solved it.

Revelwood Client: A privately held biotech company striving to accelerate the leap to a more nature-positive era for agriculture by solving performance and delivery challenges of traditional chemical and biological crop protection. 

Problem: Inaccurate and Cumbersome Foreign Transactions

Scenario: The company is headquartered in Massachusetts, with offices and operations in North Carolina, Florida, Brazil, Italy and Switzerland. Their Workday Adaptive Planning system needed to incorporate different statutory requirements on a state and country basis in a detailed manner. With its previous Excel-based system, the company was able to factor in payroll taxes, Social Security and other details for the United States, but they had to use an assumed percentage for other countries.

How We Helped: Revelwood created a purpose-built model for payroll that incorporates a wide range of scenarios and details. For example, employees in Brazil get a lunch stipend and other payments. Italy has 14 pay periods instead of 12 pay periods. The new model in Workday Adaptive Planning models payroll differences by state, region and country. By incorporating country-level details, this biotech company gets a much more detailed – and accurate – view of payroll, and ultimately, current cash flow.

Do you have a challenge you’d like to leverage Workday Adaptive Planning for? Reach out to us – we can help!

Read the posts in our series, How We Solve Problems Using Workday Adaptive Planning

Using Workday Adaptive Planning to Model Revenue and Expenses

Workday Adaptive Planning for Budgeting and Forecasting for a SaaS Business Model

Home » Workday » Page 2

Workday Adaptive Planning Tips & Tricks: Write-back for OfficeConnect

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There is a lot to be excited about with Workday Adaptive Planning’s new release. From changes in the Adaptive Planning interface itself, to updates with Workday’s OfficeConnect Excel plug-in, there is something that will benefit every user. Today we will be focussing on OfficeConnect and the new write-back to Adaptive Planning capability. 

Getting Started

To get started with the new write-back feature, it is important to make sure that your OfficeConnect plug-in is updated and the most recent version is installed. If up to date, you will be able to see a write-back section under your OfficeConnect ribbon on Excel. Write-back will not initially be available to every user in the Adaptive Planning instance. It must be enabled. This can be enabled by going to the “Administrative” permission set and selecting the “Write-back from external sources” check box.

Functionality

This new feature allows you to update your planning data without leaving Excel. This makes it super easy for users who are comfortable with Excel and have not fully gotten acclimated to Adaptive Planning. Using OfficeConnect allows the user to use common Excel capabilities such as formulas and copy/paste functions.

Once you are in OfficeConnect and have a report built out, it is important to know which cells can be edited for write-back. You must select a range of columns or rows with a valid leaf level intersection and a time roll-up cannot be included such as a quarter or year.

Once you have your columns and/or rows that you would like to use for write-back, you could go ahead and hit “Write-back” in the OfficeConnect Ribbon. This will now highlight the editable rows yellow. You can now make edits directly on this sheet and it will transfer directly over to Adaptive Planning. Cell contents turn blue to show that an edit has been made. Lastly, all you need to do is hit submit and you have successfully completed a write back.

Once you have made changes, you can go ahead and submit. After submitting you will realize that the values have changed. You can proceed to exit write-back mode by just hitting the write back button again.

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: New Feature – Long-Running Processes in Workday’s 2024R2 Release

Workday Adaptive Planning Tips & Tricks: Machine Learning Predictive Forecaster

Top 5 Workday Adaptive Planning Tips & Tricks from 2024

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