There are many different reasons you might want to customize how the sheet you are viewing is displayed in Workday Adaptive Planning. Maybe you only have data for just a few months. Maybe you want to sum a row of values and don’t want quarter or year totals included in the sum. Good news – it’s very easy to adjust what months, dimensions, and other elements appear on the page.
Adaptive Planning has three sheet types: Modeled, Cube, and Standard. All of them have this little Display Options button
at the top of the sheet, but aside from time, all the options for each are different.
Here is where you can adjust the time periods to be displayed, and by what time-strata. In the example above we see drop-down to select what calendar we are using. Here is where you can select a different time strata, such as calendar year. You can also customize the periods by checking/unchecking the month, quarter-totals, or year-totals for each year. A nifty feature is also suppressing 0s – if you don’t want gaps in your data and you have the ability to save your current view as default for all your Adaptive users.
Aside from the time options, Modeled sheets only have two other display sections – filter rows and hide columns.
These slim down the data so you can focus on specific dimensions or levels.
Cube sheets have the most customizability. In addition to time, they also have display options for accounts, levels, and all the dimensions on the sheet.
Like the other Modeled sheet options, these are to slim down the data to specifics. This is extremely helpful with data validation. They also have a tool called Sparklines.
We will delve into more detail on sparklines in a upcoming blog post. Sparklines are essentially a way to visualize trends in your data and even make on-sheet edits by dragging the trend line up or down. This is useful when you have a recurring value that’s adjusted by a varying percentage and you want to forecast different trends.
On top of time, standard sheets also have sparklines and another useful display option called version comparison.
Here you can set versions to display against each other for comparison.
That’s it for the ins and outs of Display options on sheets!
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