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Workday Adaptive Planning Tips & Tricks

Workday Adaptive Planning Tips & Tricks: Using Display Fields in Modeled Sheets

 

October 26, 2023

By Robert Nordhagen

Modeled sheets in Workday Adaptive Planning often have no monthly data that displays on the sheet. To see the monthly calculations you must go to row details and create a report or create a separate sheet (standard or cube). However, you can see the calculated amounts in the sheet display by using the Display Column feature.

In this demo data, we see a typical Personnel modeled sheet. Notice there are no months. None of the calculated accounts such as Salary, FICA and Bonus are shown in a monthly display.

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However, the Salary column is shown and is the Salary that was loaded. Assume this file was loaded in January 2023 and now it is August 2023. We can go to the columns definition of the modeled sheet editor and select Display Columns:

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Which displays all the calculated accounts in a selection:

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Bring over Personnel Salary and we see the following options:

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Leaving the default options, we refresh the modeled sheet display to see a new field, Personnel Salary:

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Personnel Salary is showing the monthly salary cost. Notice for those making $120,000, the new field is displaying $10,000 for the monthly salary. We can change the parameter, “Number of time periods in Rollup Range” from 1 to 12 as shown:

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And the result is the monthly salary is now displaying the annual salary:

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To see how the different parameters affect the display consider the following scenarios.

  1. 1. Display 1 Year before Reference Time Period
  2. 2. Display Year Containing Reference Time Period
  3. 3. Display 1 year after Reference Time Period

To see the current time period, set the parameter and see the result:

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To see the 1 year later time period, set the parameter:

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Note: the Start of plan is Jul 2023. So, Year After Reference Time Period is Jan – Dec of 2024.

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Here, we can see that the salaries have increased by 3% which is the annual raise percentage. By switching from 1 month to 12 we get:

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These numbers represent the calendar year (Jan – Dec) after the reference period.

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.

Read more Workday Adaptive Planning Tips & Tricks:

Workday Adaptive Planning Tips & Tricks: Restrictions on Cube Sheets

Workday Adaptive Planning Tips & Tricks: Metadata Loaders

Workday Adaptive Planning Tips & Tricks: Reordering Parent and Children Cube Accounts in Cube Sheets

Author

  • Robert Nordhagen

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