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. Adding several formulas to many accounts for a version can be very time-consuming, depending on the number of potential intersections. The following process will efficiently allow Adaptive Planning users to create large templates from scratch for importing mass quantities of shared formulas.
In this use case we’re going to apply the same formula to multiple accounts at every level.
First, list out every level and the different account codes in two different columns
Now, we’re going to use a =counta formula for the level and account code columns to know the number of levels of rows that we have.
Next, we’re going to use two IF formulas. One for the levels that have the numbers 1-26 listed out in each row. And one for the account codes that have the number 1 listed going down 26 rows representing the 26 levels. We’re going to populate the cells until we get the number 28 (# of account codes) 26 times (# of levels)
After that, we create an index formula that pulls all of the account codes and has the account code going down 26 rows, and when it hits the 27th row, the next account code is added instead and is going down another 26 rows and so on.
Then, we use another index formula tied to the number of levels which has the 26 levels going down 26 rows and repeats the levels in order for as long as we want it to.
For the last step, copy and paste your account codes and numbers into the correct columns and import!
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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