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…

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.…

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…

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…

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…

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…

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…

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…