When using Workday Adaptive Planning, cube sheets can often be bogged down by a large number of elements, such as dimensions and accounts, that aren’t needed for the model in question. Workday Adaptive Planning lets us limit and filter the version, accounts, levels and dimensions using the native restrictions function.
Using the restrictions function, we can limit a sheet to bring through different accounts on the actuals version than in the forecast, specify certain accounts that only have data in certain dimension values, filter accounts to appear at different levels and much more.
A cube sheet restriction has two elements: the first element determines the restriction and the other element is what will be restricted. The way to add a restriction to a cube sheet is to open up the back end of the sheet through modeling and in the sheet’s summary, click restrictions, click add new, and pictured below, you can see what options we have to restrict certain elements:
After selecting the elements for the restriction on this screen, click create and continue. On the next screen, you can see the two elements you chose ready to be restricted. For example, if you create an Account/Asset-Dimension restriction, you can specify which asset classes are allowed to be shown for any given set of accounts. Here you can see I’ve restricted depreciation accounts on a capital expense cube to just the Software/License asset class:
By clicking save in the top left corner, you have successfully created a restriction on your cube sheet. You can use the same restriction multiple times, as long as the two elements are the same. In our example, I could unselect the total depreciation account and choose fixed assets to filter on asset classes.
Revelwood is an award-winning, Platinum Workday Adaptive Planning partner. We build solutions for the Office of Finance that minimize your risk by seamlessly incorporating business analytics into your everyday thinking. We help businesses achieve their full potential with Workday Adaptive Planning by combining the software with our best practices and expert guidance.