Posts by agoddard
How do I make OfficeConnect Reports Dynamic in Workday Adaptive Planning?
Structure changes in companies are common, whether it be in their organization structure, account structures, or dimensional structures. It is a painful, tedious task to manually adjust reports to factor in these updates. With Workday Adaptive Planning’s OfficeConnect tool, the labor-intensive process is eliminated. Introducing Groups! In Workday Adaptive Planning’s 2020R1 release, Element Groups feature…
Read MoreHow do I use Advanced Features in OfficeConnect in Workday Adaptive Planning?
OfficeConnect has many helpful features that enable detailed report creation tailored to customer needs. Below are a handful of advanced features worth pointing out. Absolute vs Relative Time Most often you will want to open a report and view it as of a certain date without manually updating the report. By properly building your report…
Read MoreHow do I use derived dimensions in Workday Adaptive Planning?
Among the many new features presented in the 2020R2 release is the concept of derived dimension values. This applies only to Modeled Sheets with no splits and grants planners the flexibility to make dimension values conditional upon other dimension values for each record. So how does it work? Navigate to Dimensions in Model Management, select…
Read MoreHow do I use Copy Forward, Adjust, and Breakback for Data Spreading in Adaptive Sheets?
Workday Adaptive Planning (formerly Adaptive Insights) offers several options for data spreading in sheets. Copy Forward, Adjust, and Breakback are all data spreading options for different purposes. Copy Forward is best used for pushing one value out for a certain amount of time. Adjust is best used to correct deficits or overages. Breakback is best…
Read MoreHow do I choose between User Assigned Sheets vs Level Assigned Sheets in Workday Adaptive Planning?
Sheets are used to store data and can be “assigned” by Level or by User. The administrator can manage these assignments by going to the Modeling menu and selecting the appropriate sheet type. Level Assigned Sheets Level assigned sheets are only visible or editable for users who have security access to the Level that was…
Read MoreWhen Should I Use Linked Accounts in Workday Adaptive Planning?
In Workday Adaptive Planning, Linked Accounts are accounts that connect to cube or modeled sheet accounts. Linked accounts can be general ledger, custom accounts, or cube standard accounts. When setting up a Linked Account, select the Add to add one or more source accounts. Specify the model and account to link. Dimension value can be…
Read MoreHow do I address high disk usage in Workday Adaptive Planning?
When building out planning models RAM and Disk are two things’ companies frequently consider when comparing different solutions. For Workday Adaptive Planning, high disk usage can have several impacts. This ranges from slower response times to difficulty performing backups and recoveries for the Workday Support team. In general, Workday cannot guarantee backups for any model…
Read MoreHow do I use Transaction Reports in Workday Adaptive Planning?
What are Transaction reports? Transaction Reports are used to display data from transactions. A transaction is a set of accounting entries which are grouped together and represent a business action. Transaction Reports can include columns but cannot specify what are in the rows and have similar features to other reports such as the capability to…
Read MoreHow do I use Model Reports in Workday Adaptive Planning?
What are Model Reports? Model reports are list reports from information on Model Sheets. In Model Reports, users can choose what columns they would like in their report and can further narrow the information based on columns filters. Creating reports and functionality To create a Model Report, users need the proper permissions enabled to Access…
Read MoreWhen and how do I use the User Access Calculator in Workday Adaptive Planning?
The introduction of access rules in addition to version access have given greater flexibility for Workday Adaptive Planning security. Customers can now be set up security by Level, Account, Version, and up to three custom dimensions. To help administrators troubleshoot access issues the User Access Calculator was created. This will help determine if users have…
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