Posts Tagged ‘Workday Adaptive Planning’
How 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 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 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 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 MoreWhat 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 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…
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 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 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 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…
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