{"id":3502,"date":"2023-04-12T15:37:04","date_gmt":"2023-04-12T15:37:04","guid":{"rendered":"https:\/\/quebit.com\/askquebit\/breaking-down-the-switch-formula-for-workday-adaptive-planning\/"},"modified":"2026-01-22T17:48:09","modified_gmt":"2026-01-22T17:48:09","slug":"breaking-down-the-switch-formula-for-workday-adaptive-planning","status":"publish","type":"post","link":"https:\/\/quebit.com\/askquebit\/breaking-down-the-switch-formula-for-workday-adaptive-planning\/","title":{"rendered":"What is the SWITCH Formula in Workday Adaptive Planning and How Do I Use It?"},"content":{"rendered":"<p><strong>Have you ever wondered what that switch formula was under the Logical section of the formula bar?<\/strong><\/p>\n<p>The switch formula is a handy expression to use instead of many nested if statements.<br \/>\nAdaptive Insight\u2019s formula assistant provides this definition:<br \/>\nSwitch (ORIG_EXPR, VAL_OR_RANGE1, EXPR1, VAL_OR_RANGE2, EXPR2, &#8230;, DEFAULT_EXPR)<br \/>\nThis formula can appear quite confusing, but we will break it down simply for you.<br \/>\nSwitch(this.level.currency, \u201cUSD\u201d, ASSUM.Tax_USD, \u201cEUR\u201d, ASSUM.Tax_EUR, 0 )<br \/>\n\u2022 ORG_EXPR = the original account or expression: In the above example this would be if(this.level.currency)<br \/>\n\u2022 VAL_OR_RANGE1 = First Value: In the above example, this would be If(this.level.currency = \u201cUSD\u201d)<br \/>\n\u2022 EXPR1 = First Expression: In the above example, this would be if(this.level.currency = \u201cUSD\u201d then use the Tax USD assumption<br \/>\n\u2022 VAL_OR_RANGE2 = Second Value: In the above example, this would be If(this.level.currency = \u201cEUR\u201d)<br \/>\n\u2022 EXPR2 = Second Expression: In the above example, this would be if(this.level.currency = \u201cEUR\u201d then use the Tax EUR assumption<br \/>\n\u2022 DEFAULT_EXPR = Default Expression, if there is no match then the switch formula will return the default expression: In the above example, this would be 0. For example, if(this.level.currency does not equal USD then 0)<br \/>\nAnother example would be if you have an account that needs to calculate differently for varying range assumptions. For instance, in Personnel Planning, an employee may have different vacation expenses based on the length of time the employee has been with the company.<br \/>\nAssumption Account Amount<br \/>\nACCT.Vacation.0_12_months $5,000<br \/>\nACCT.Vacation.13_24_months $10,000<br \/>\nACCT.Vacation.25_36_months $15,000<\/p>\n<p>Rather than writing many nested if statements for example:<br \/>\nIF(ROW.Tenure = Range(0,12),<br \/>\nIf the employee\u2019s length at the company is in the Range of 0 \u2013 12 months<br \/>\nVacation.0_12_months,<br \/>\nthen use the Vacation.0_12_months assumption<br \/>\nIF(ROW.Tenure = Range(13,24),<br \/>\notherwise if the Employee\u2019s length at the company is in the Range of 13 \u2013 24 months<br \/>\nVacation.13_24_months,<br \/>\nthen use the Vacation.13_24_months assumption<br \/>\nIF(ROW.Tenure = Range(25,36),<br \/>\notherwise if the Employee\u2019s length at the company is in the Range of 25 \u2013 36 months<br \/>\nVacation.25_36_months,<br \/>\nthen use the Vacation.25_36_months assumption<br \/>\n0)))<br \/>\notherwise use 0.<br \/>\nWe can use:<br \/>\nSWITCH(ROW.Tenure, range(0,12), ACCT.Vacation.0_12_months, range(13,24), ACCT.Vacation.13_24_months, range(25,36), ACCT.25_36_months, 0 )<br \/>\n\u2022 ROW.Tenure = Account that calculates an employee\u2019s length at the company<br \/>\n\u2022 Range(0,12) = 0 \u2013 12 month tenure<br \/>\n\u2022 ACCT.Vacation.0_12_months = Assumption account for 0 \u2013 12 months<br \/>\n\u2022 Range(13,24) = 13 \u2013 24 month tenure<br \/>\n\u2022 Acct.Vacation.13_24_months = Assumption account for 13 \u2013 24 months<br \/>\n\u2022 Range(25,36) = 25 \u2013 36 month tenure<br \/>\n\u2022 Acct.Vacation.25_36_months = Assumption account for 25 \u2013 36 months<br \/>\nIf the Employee has been with the company for 15 months, then the Vacation Account will look up the Acct.Vacation.13_24_months assumption amount. In the above table, the employee\u2019s Vacation expense would be $10,000 for the year.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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\u2019s formula assistant provides this definition: Switch (ORIG_EXPR, VAL_OR_RANGE1, EXPR1, VAL_OR_RANGE2, EXPR2, &#8230;, DEFAULT_EXPR) This formula can appear quite confusing, but we&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[23],"tags":[35,69,54],"class_list":["post-3502","post","type-post","status-publish","format-standard","hentry","category-workday-adaptive-planning","tag-development","tag-workday-adaptive-planning","tag-workday-adaptive-planning-development"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>What is the SWITCH Formula in Workday Adaptive Planning and How Do I Use It? - QueBIT<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/quebit.com\/askquebit\/breaking-down-the-switch-formula-for-workday-adaptive-planning\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What is the SWITCH Formula in Workday Adaptive Planning and How Do I Use It? - QueBIT\" \/>\n<meta property=\"og:description\" content=\"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. 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