Posts Tagged ‘Workday Adaptive Planning’
How 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 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 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 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…
Read MoreWhen Should I Use Access Rules to Secure Data in Workday Adaptive Planning?
Prior to the 2019.3 release, security was restricted to level access control in conjuncture with account, version, and sheet settings . Limited no longer! Security is more robust and now includes access rules on accounts and custom dimensions in order to limit specific intersections of data that users and groups can view or edit. Levels,…
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 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 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 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 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,…
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