To start your tutorial journey, explore these specific guides:
| Excel Habit | Adaptive Problem | Better Approach | |-------------|------------------|------------------| | Hardcoding numbers in formulas | Breaks driver logic | Use Assumption or Saved Assumption accounts | | 60-column mega sheets | Slow performance, hard to audit | Split into smaller sheets by purpose (e.g., Revenue sheet separate from Headcount) | | Ignoring dimensions | Numbers double-count | Always check the dimension context (e.g., by Department, by Version) | | Monthly level only | Can’t analyze mid-month changes | Add Week or Day time level if needed | | Manually entering every cell | High maintenance | Use driver formulas and import actuals |
Phase 2: Loading Data into Adaptive Planning (The Import Process)
Never hardcode percentages or rates inside individual formulas. Store them in a centralized Assumptions sheet. f to workday adaptive planning tutorial
For advanced, presentation-ready board packs, use the add-in: Open Excel and connect to your Workday Adaptive instance.
Instantly create and compare multiple scenarios. 3. Core Concepts and Terminology Before you begin, understand these foundational components:
⭐⭐⭐⭐ (4.5/5) Best For: Finance professionals, FP&A analysts, and Workday beginners who need a rapid, practical introduction to Adaptive Planning. To start your tutorial journey, explore these specific
Strong; allows for financial, sales, and workforce planning in one place. Good; offers XML and JSON APIs for custom integrations. The Verdict
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
Pay close attention to the text on the cell. If it says Override , any new data you type will replace the existing numbers. If it says Adjustment , your typed data will add to or subtract from the existing numbers. This is clearly noted in many training resources: "When you see the word Override, the information typed into these cells will replace the existing numbers". Instantly create and compare multiple scenarios
This is a simple keyword search bar that allows you to dynamically filter across the entire sheet. Unlike Display Options, which often uses drop-down menus, the Filter Bar uses a "contains" operator. If you type "marketing," the sheet will display only rows that contain the word "marketing" in any column. It’s the fastest way to find a needle in a haystack.
For Total Salary (monthly cost):
During the hands-on portion, the instructor walked the group through creating a driver-based model. F built a headcount plan tied to hiring requests and attrition rates, then linked it to salary and benefits expense. Where F had previously copied figures across sheets and prayed formulas held, Adaptive showed the calculation lineage in a click. Error-prone manual steps vanished.