One of the key features of Workday Adaptive Planning is the ability to import data in mass efficiently, saving time and reducing errors. In this blog post, we will provide a step-by-step guide into the import process, providing detailed information on accessing import templates and correcting errors seamlessly within Adaptive Planning.
Understanding Import Templates for Workday Adaptive Planning
Import templates serve as structured frameworks that define the layout and formatting requirements for data uploads. These templates are essential for maintaining consistency and facilitating error-free data imports.
Accessing Import Templates
Here are the steps to access import templates in Workday Adaptive Planning.
- 1. Navigate to the specific sheet or module where data needs to be imported
- 2. Look for the “Actions” menu and select “Import Data” or a similar option
- 3. Choose the appropriate template based on the type of data you are importing.
In this example, we will use a simple Level import template found within Modeling > Levels
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: A Practical Guide to Shared Formula Import
Workday Adaptive Planning Tips & Tricks: Capital Summary Sheet – New & Existing Depreciation
