Posts by agoddard
What are the Top 5 2022R1 Updates in Workday Adaptive Planning?
Update and Append Structures for Import: Initially the Update and Append options were their own option selections when importing levels, accounts, and dimension structures. With the new 2022R1 update you are now able to add new values and update existing Levels, Accounts (Assumptions, Custom, Cube, General Ledger, Metric, and Modeled), and Dimensions with 1 import…
Read MoreHow do I build Dashboards (in 10 minutes) in Workday Adaptive Planning?
Dashboards are a great way to share data and company information in an easily digestible format. Every client we talk to wants dashboards, but it usually falls at the bottom of the priority list. Luckily, creating dashboards is not difficult and the video below walks you through building a dashboard. Easy steps to follow: 1.…
Read MoreHow do I use Commentary in Workday Adaptive Planning?
Workday Adaptive Planning offers many ways to comment on data. It can be challenging to determine which type of note is needed for each specific situation. Below is a summary of the types of notes and when they should be used. Sheet Notes When entering data in a sheet you can add a note to…
Read MoreWorkday Adaptive Planning: Administration – General Setup Highlights
When initially gaining access to your instance there are a few areas that we like to bring to our customers attention that otherwise may be overlooked. One area being the General Setup tab under Administration. Below is a list of items that we like to point out to our customers under this section: Code: This…
Read MoreHow do I maintain your DIMENSIONS and ATTRIBUTES at the SAME TIME to SAVE TIME?
As with most technologies, there are usually multiple ways to accomplish the same task. When performing dimension and/or attribute maintenance, the first step is to quantify the number of changes that need to be made. If you have 1 or 2 minor changes, then updating the structures manually might be a good way to go. …
Read MoreWhen Should I Use Each Sheet Type in Workday Adaptive Planning?
Do you find yourself wondering which sheet type to choose when building different models? Understanding your data and how each sheet works is key to determining which sheet will best fit your business needs. Standard Sheet If you are simply looking to display or enter data into accounts by levels, version, and time – utilize…
Read MoreHow Do I Use the Audit Trail to Improve Transparency in Workday Adaptive Planning?
So, you’re preparing for your executive review meeting and you decide to login to Workday Adaptive Planning one last time to verify that your Forecast looks accurate. Wait, WHAT??? This is NOT the same number you were looking at last Friday. What happened? Don’t panic!! Did you know that you can easily track data changes…
Read MoreWhat is the SWITCH Formula in Workday Adaptive Planning and How Do I Use It?
Have you ever wondered what that switch formula was under the Logical section of the formula bar? The switch formula is a handy expression to use instead of many nested if statements. Adaptive Insight’s formula assistant provides this definition: Switch (ORIG_EXPR, VAL_OR_RANGE1, EXPR1, VAL_OR_RANGE2, EXPR2, …, DEFAULT_EXPR) This formula can appear quite confusing, but we…
Read MoreHow Do I Download and Upload Modeled Sheets in Workday Adaptive Planning?
Unique to Modeled sheets is the ability to download and upload them to preserve designs and reuse as needed. This is most helpful when you wish to reutilize a Modeled sheet from a sandbox or development instance. Upon downloading a Modeled sheet, an XML file is generated, which can then be opened using a text…
Read MoreHow do I build OfficeConnect Reports from Existing Excel Files in Workday Adaptive Planning?
“Work smarter, not harder.” This is a popular, useful saying in our world, and frankly it’s one worth living by. Apply this thought process when building OfficeConnect reports. Take advantage of what you already have and utilize your existing Excel reports rather than starting from scratch. Save time, preserve your existing formatting, and maintain Excel…
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