In Workday Adaptive Planning\u2019s 2020R1 release, Element Groups feature was introduced to help dynamically reflect structural updates to rows and columns associated with levels, accounts, and dimensions.\u00a0 Adding, ![\"\"](\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2020\/07\/Reports-Dynamic-1-min.jpg\")
removing, or reordering elements qualify as group updates.<\/p>\n
Included in the Elements section of the OfficeConnect ribbon are two new icons, \u201cApply to Selection\u201d and \u201cUpdate Groups\u201d.\u00a0 One can also access Apply options by right clicking on applicable elements in the Elements tab of the Reporting Task Pane.<\/p>\n
![\"\"](\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2020\/07\/Reports-Dynamic-2-min.jpg\")
Groups can consist of all immediate children of a parent or a selection of siblings that contain the same parent.\u00a0 \u201cApply Selection as a Group\u201d is best to use when you want to select only a portion of the sibling elements, thus excluding some.<\/p>\n
Creating a Group in a Few Clicks<\/strong><\/p>\n Simply select a single row or column that you wish to be the starting location of the Group.\u00a0 Click a desired element parent or select multiple sibling elements and use the right click capabilities or the \u201cApply to Selection\u201d icon in the ribbon to either \u201cApply Immediate Children as a Group\u201d or \u201cApply Selection as a Group\u201d.\u00a0\u00a0 The necessary amount of rows or columns will be added to your report to reflect the grouped elements. \u00a0Elements in rows or columns that are part of a group will display a group icon in the Review tab of the Reporting Task Pane.<\/p>\n Adding Additional Elements<\/strong><\/p>\n \u00a0<\/strong>Overlay additional elements such as versions or time to your existing groups by selecting a row or column of the group, choose the desired elements to add, then select \u201cApply to Selection\u201d and be sure to click \u201cYes\u201d when prompted.\u00a0 Additional elements added to groups will be included in the dynamic updates to the groups.\u00a0 For instance, <\/p>\n <\/p>\n Updating Groups<\/strong><\/p>\n Once the appropriate updates to either levels, accounts, or dimensions have been made in Workday Adaptive Planning, simply click the \u201cUpdate Elements\u201d icon in the OfficeConnect ribbon to see the structural changes in the Reporting Task Pane.\u00a0 Next, click the \u201cUpdate Groups\u201d icon in the ribbon to dynamically add or remove element rows or columns, or simply to reorder the existing group rows or columns.\u00a0 Now you can refresh your worksheet and see the data flow through, no need to manually insert new rows and columns and drag and drop the desired elements.<\/p>\n <\/p>\n <\/p>\n","protected":false},"excerpt":{"rendered":" Structure changes in companies are common, whether it be in their organization structure, account structures, or dimensional structures.\u00a0 It is a painful, tedious task to manually adjust reports to factor in these updates.\u00a0 With Workday Adaptive Planning\u2019s OfficeConnect tool, the labor-intensive process is eliminated. Introducing Groups! In Workday Adaptive Planning\u2019s 2020R1 release, Element Groups feature…<\/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":[37,69,59],"class_list":["post-3519","post","type-post","status-publish","format-standard","hentry","category-workday-adaptive-planning","tag-reporting","tag-workday-adaptive-planning","tag-workday-adaptive-planning-reporting"],"acf":[],"yoast_head":"\n![\"\"](\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2020\/07\/Reports-Dynamic-4-min-300x122.jpg\")
if an account group was created and a version was applied to it, when a new account is added to the instance and dynamically updated in the report group, the row or column with that new account would include the appropriate version.<\/p>\n![\"\"](\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2020\/07\/Reports-Dynamic-5-min.jpg\")
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