Planning Tutorial _best_ | F To Workday Adaptive

Do you need help with (e.g., connecting to your ERP)?

Open your modeled sheets to input operational logic. Use the Adaptive formula builder to connect metrics to financial outcomes. For example:

This tutorial will walk you through the essential building blocks of Adaptive Planning to help you move from "Excel-locked" to "Strategic Partner." 1. Navigating the Interface

Keep custom dimensions under ten where possible. Excess dimensions increase database size and can slow down sheet loading times. f to workday adaptive planning tutorial

Adaptive allows for advanced, flexible modeling beyond simple data entry.

provide visual, interactive snapshots of KPIs. You can create interactive dashboards with drag-and-drop charts and visualizations, allowing your team to track progress and drill down to underlying data for deeper analysis.

For example, drag Gl Accounts to Rows and Months to Columns. Do you need help with (e

Dashboards are the visual home page. They show graphs, charts, and key metrics. You can customize these charts to see how your business is doing at a glance. Step 2: Working with Sheets

If you are moving from a flat-file workflow, focus on these transition steps:

Store global drivers, such as tax rates, inflation percentages, or standard benefit costs. For example: This tutorial will walk you through

Lock historical forecast and budget versions immediately after board approval to prevent accidental data overwrites.

Maya typed back: “Excel is crying.”

For those looking to deepen their skills, Workday offers extensive customer training resources and documentation.