F To Workday Adaptive Planning Tutorial 2021 Review

| Excel Concept | Adaptive Planning Equivalent | |---------------|------------------------------| | Workbook | (e.g., P&L Model, Balance Sheet Model) | | Worksheet | Sheet (e.g., Revenue Sheet, Headcount Sheet) | | Cell | Cell (but dimension-aware) | | Formula | Formula or Business Rule | | Pivot Table | Cube Sheet or Reporting | | Data Table | List (e.g., GL Accounts, Cost Centers) | | VBA Macro | Integration or API | | Drop-down list | Dimension (e.g., Version, Time, Scenario) |

Create calculated accounts (e.g., Revenue - COGS = Gross Profit ).

To conduct variance analysis, you must systematically load historical data from your ERP or accounting system into your "Actuals" version. Integration Workflow

Create your tree structure (e.g., Company -> Region -> Department).

In Excel, you’d copy these formulas down 12 columns. In Adaptive, you write the formula once —it applies across all time periods. f to workday adaptive planning tutorial

Before building, learn the building blocks. If Excel uses cells and sheets, Adaptive uses these concepts:

Follow this sequential workflow to set up your environment from scratch. Step 1: Initialize the Organization Hierarchy (Levels) Navigate to > Model Structure > Levels . Create your root organizational node.

For a smooth rollout, refer to the , which details how to configure dashboards, tasks, and reports to manage your internal adoption workflow effectively.

I can provide step-by-step formulas and data mapping configurations tailored to your exact project scope. Share public link | Excel Concept | Adaptive Planning Equivalent |

is a cloud-based Corporate Performance Management (CPM) solution designed to automate and streamline financial planning , budgeting , forecasting , and reporting . It replaces complex, manual spreadsheets with a real-time, collaborative environment where data updates instantly across the organization. 1. Core Modules & Functionality

Mirror your Chart of Accounts for financial statements (Revenue, Expenses, Assets, Liabilities).

Global variables (e.g., Tax Rates, Benefit Percentages) referenced by multiple formulas. 2. Step-by-Step System Configuration

AC_Tax_Provision = IF(Level.Current == L_UK, AC_Net_Income * 0.25, AC_Net_Income * 0.21) 5. Personnel and Workforce Planning In Excel, you’d copy these formulas down 12 columns

Non-financial data points like headcount, square footage, or customer count. Step 3: Design the Sheets

Ready to dive in? Here’s how to start using Workday Adaptive Planning, from your first login to creating a simple budget.

Updates live across the platform, allowing for immediate insights when drivers change.

To get started, you can add the Adaptive Planning App to your Workday menu: