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
Deeply integrate with Workday HCM to sync your workforce plan. You can model salary changes, hiring plans, and organizational restructuring, and immediately see the real-time financial impact, creating an unbreakable bridge between HR and Finance.
You can change numbers by a percentage or a dollar amount. Right-click a cell or row, choose , and enter the change. The software does the math instantly. Step 4: Creating Scenarios
Drag and drop your Account hierarchy. Expand lines for granular details or collapse them for executive presentations.
Standard sheets are where you enter numbers for accounts. For example, you can enter your expected utility costs or marketing spend. Modeled Sheets f to workday adaptive planning tutorial
Average lesson length: 5–12 minutes. Great for busy analysts. Each module ends with a mini-challenge (e.g., "Build a revenue forecast using seasonality drivers").
Export a trial balance file from your ERP (e.g., NetSuite, Workday, SAP, QuickBooks) containing columns for Account, Level, Date, and Amount.
This tutorial provides a comprehensive guide to understanding and using Workday Adaptive Planning to drive strategic decision-making. 1. What is Workday Adaptive Planning?
But let’s begin with the star of our tutorial: the mighty . This tutorial will walk you through the essential
Most finance professionals treat moving from "F" (Legacy Excel/Flexible planning) to Workday Adaptive like moving house: they just try to fit their old furniture into a new layout. But this is a trap. Moving to Adaptive isn't a change of address; it’s a change in architecture.
Before entering data, you must understand how Workday Adaptive Planning organizes information. The system relies on a multi-dimensional structure.
The tutorial skips lengthy PowerPoint-style introductions. Within the first 10 minutes, you're creating your first cube sheet or importing actuals. Perfect for learners who hate "click next" training.
Always lock your historical data versions. This prevents accidental modifications after an accounting period closes. You can change numbers by a percentage or a dollar amount
Workday Adaptive Planning is a cloud-based Enterprise Performance Management (EPM) solution used for financial and operational planning, forecasting, and analysis. This tutorial covers the foundational steps to navigate the system, build models, and generate reports. 1. Navigation and Initial Access
This tutorial provides a comprehensive, step-by-step introduction for users transitioning to or just starting with Workday Adaptive Planning, covering core concepts from setup to reporting. Table of Contents Key Core Concepts & Terminology Step-by-Step Tutorial Step 1: Navigating the Interface Step 2: Understanding the Structure (Levels) Step 3: Creating and Managing Accounts Step 4: Data Entry and Budgeting Step 5: Using Modeling and Formulas Step 6: Reporting and Dashboards Best Practices for Success Conclusion What is Workday Adaptive Planning?
A specialized modeled sheet for managing workforce costs. It tracks headcounts, salary tiers, hire dates, termination dates, and benefit allocations at the individual employee level. Step 2: Utilizing Data Entry Shortcuts