Posts by agoddard
What is the difference between DIV and IF versus DIVF and IFF in Workday Adaptive Planning?
When building out your sheets in Adaptive Insights it is critical to keep in mind the sheet’s load time and performance. There are many ways to improve load time of your sheets, one of which is to optimize the DIV and IF functions. DIV vs DIVF By adding an ‘F’ at the end of the…
Read MoreHow do I use Formula Validation in Workday Adaptive Planning?
As you go through the process of building out your Financial Model with Adaptive Insights, there will be many formulas you need to create to represent accounts and business calculations. When that number of formulas becomes large enough, tracking down any formula errors can be difficult and time consuming. Luckily, Adaptive provides the Formula Validation…
Read MoreHow do I merge Workbooks in Adaptive OfficeConnect?
Need to move an OfficeConnect Worksheet into another worksheet? Use the ‘Merge Workbook’ feature within the target worksheet to bring in all the worksheets you need over. Navigate to File -> OfficeConnect -> Merge Workbook You will be prompted to select the Source file you wish to merge with the Target Adaptive OfficeConnect sheet. Then…
Read MoreHow do I get started with Adaptive OfficeConnect? (Basics, Menu, etc.)
Do you need to create a new or modify an existing Adaptive OfficeConnect report and don’t know where to start? Well, look no further. We are here to help you get started with Adaptive OfficeConnect Reporting! Adaptive OfficeConnect integrates your Adaptive Insights data directly with Excel, Word, and PowerPoint. It is a breeze to create…
Read MoreHow do I fix a Headcount or New Hire Formula that Returns Error in Workday Adaptive Planning?
When viewing the calculated Headcount or New Hire accounts on a standard sheet you may receive “Error: This formula refers to a time period which does not exist”: When using dot notation, users will get the above error on the Headcount formula when an Employee’s Start Date is prior to…
Read MoreHow do I Use Dashboards to Sort and Limit Data in Workday Adaptive Planning?
Users commonly ask if they can sort their data by ascending or descending order when viewing in a HTML report. Unfortunately, the answer is NO. How you set up your rows in a HTML report is how they will display once the report is run. However, Dashboards do allow users the option to sort data,…
Read MoreHow Do I Change the Calendar Configuration in Workday Adaptive Planning (Adaptive Insights)?
Administration -> Roles and Permissions – Update Role Permissions to Configure Calendar a. Check off Configure Calendar under Time 2. Modeling -> Time – On the Time page, select Import Calendar …
Read MoreHow Do I Maintain Shared Formulas in Workday Adaptive Planning?
Prior to Adaptive’s 2020R1 release, maintaining multiple account formulas across many levels and different versions was not an easy task. Fortunately, this has now changed with the introduction of new Shared Formula functionality: exporting and importing. Exporting Do you find yourself needing to check which levels contain different formulas for a single account? What about…
Read MoreHow Do I Utilize Processes and Tasks in Workday Adaptive Planning?
Processes and tasks make it easy to track progress on important action items, such as a yearly budget or monthly forecast completion. A handful of permissions are available for Roles in order for someone to access the Process Tracker and be either a process administrator or assignee. Processes Overview By hovering…
Read MoreHow Do I Use Workflow in Workday Adaptive Planning?
Workflow is a feature that assists with managing data entry by Level and Version. It needs to be requested by your Workday Adaptive Planning representative. Once activated, your planning versions are ready to go, but if you wish to utilize Workflow with Actuals you must navigate to the Versions settings under Model Management and select…
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