Top 5 Workday Adaptive Planning Tips & Tricks from 2024

January 2, 2025

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.

5. Workday Adaptive Planning Tips & Tricks: Linked Accounts with Link Filter

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.

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