{"id":3513,"date":"2023-04-12T15:37:04","date_gmt":"2023-04-12T15:37:04","guid":{"rendered":"https:\/\/quebit.com\/askquebit\/workday-adaptive-planning-maintaining-shared-formulas\/"},"modified":"2026-01-22T17:39:31","modified_gmt":"2026-01-22T17:39:31","slug":"workday-adaptive-planning-maintaining-shared-formulas","status":"publish","type":"post","link":"https:\/\/quebit.com\/askquebit\/workday-adaptive-planning-maintaining-shared-formulas\/","title":{"rendered":"How Do I Maintain Shared Formulas in Workday Adaptive Planning?"},"content":{"rendered":"<p>Prior to Adaptive\u2019s 2020R1 release, maintaining multiple account formulas across many levels and different versions was not an easy task.\u00a0 Fortunately, this has now changed with the introduction of new Shared Formula functionality: exporting and importing.<\/p>\n<p><strong>Exporting<\/strong><\/p>\n<p>Do you find yourself needing to check which levels contain different formulas for a single account?\u00a0 What about for all of your GL accounts?\u00a0 No need to click through each account one by one anymore while expanding your Level tree\u2026simply click the printer icon and select one of the options: \u201cFormulas of the selected account\u201d or \u201cFormulas of all accounts\u201d.\u00a0 You can export formulas for a single account or all accounts across every level for a selected version.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-1101\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2020\/06\/S1-min.jpg\" alt=\"\" width=\"547\" height=\"153\" \/><\/p>\n<p><strong>Importing<\/strong><\/p>\n<p>By clicking the Import Shared Formulas icon (next to the printer icon), you are able to download a template or select a file to import.\u00a0 Reloading the entire structure is your only option, so be careful not to accidently erase any existing formulas you desired to keep!\u00a0 Any accounts that are imported with nothing populated in the Formulas column will overwrite any preexisting formulas.\u00a0 If you wish to retain any user edits, be sure to include \u201cPreserve\u201d in the User Edits column of your upload file for the desired account x level intersection.<\/p>\n<p>(It\u2019s a good idea to create a full printable view and save it as a backup before you begin making changes.)<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-1102\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2020\/06\/S2-min.jpg\" alt=\"\" width=\"573\" height=\"502\" \/><\/p>\n<p><strong>Bulk is Better!<\/strong><\/p>\n<p>If you\u2019re trying to make bulk updates, utilize an export as your starting point rather than the downloaded template.\u00a0 Simply change the desired formulas in the export file, save it, and import the file.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-1103 size-full\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2020\/06\/S3-min.jpg\" alt=\"\" width=\"2045\" height=\"380\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Prior to Adaptive\u2019s 2020R1 release, maintaining multiple account formulas across many levels and different versions was not an easy task.\u00a0 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?\u00a0 What about&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":[43,69,62],"class_list":["post-3513","post","type-post","status-publish","format-standard","hentry","category-workday-adaptive-planning","tag-administration","tag-workday-adaptive-planning","tag-workday-adaptive-planning-administration"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How Do I Maintain Shared Formulas in Workday Adaptive Planning? - 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\/workday-adaptive-planning-maintaining-shared-formulas\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How Do I Maintain Shared Formulas in Workday Adaptive Planning? - QueBIT\" \/>\n<meta property=\"og:description\" content=\"Prior to Adaptive\u2019s 2020R1 release, maintaining multiple account formulas across many levels and different versions was not an easy task.\u00a0 Fortunately, this has now changed with the introduction of new Shared Formula functionality: exporting and importing. 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