F To Workday Adaptive Planning Tutorial -

Too many dimensions can slow down system performance. Only add dimensions that provide clear, actionable business insights.

Dimensions are the categories used to slice and analyze financial data. While your General Ledger (GL) holds basic data, Adaptive expands this into functional dimensions:

Click the Add Row button to input a new hire or manage an existing employee.

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

Adaptive utilizes a functional syntax similar to Excel but relies on account codes and dimension tags instead of cell coordinates. Example 1: Calculating Subscription Revenue f to workday adaptive planning tutorial

Right-click a cell and select to increase or decrease values by a specific percentage across multiple months.

Workday Adaptive Planning uses "Active Planning" to calculate results instantly without requiring manual spreadsheet formulas. Navigate to .

New Hires() - Terminations()

Welcome to your complete, hands-on tutorial for moving from manual spreadsheet processes to the cloud-native power of Workday Adaptive Planning. Too many dimensions can slow down system performance

Ensure that your data import maps the transaction to the correct (e.g., Departmental expenses go to the "Sales" Level, not "Admin"). Step 3: Mapping to Versions Load your Actuals into the Actuals Version . Create a "Budget" or "Forecast" version to begin modeling. Phase 4: Building Your Planning Models With data mapped, you can build your plan using sheets.

This guide serves as a practical tutorial for mapping your —general ledger, HRIS, or CRM data—into Workday Adaptive Planning. We will cover the steps to load, map, and utilize your data to build robust planning models. What is Workday Adaptive Planning?

Have a free trial tenant ready (Workday offers a 30-day demo). Pause the tutorial and replicate each step live—you’ll learn 3x faster.

Creating rep capacity plans, setting quotas, and modeling "what-if" sales scenarios. While your General Ledger (GL) holds basic data,

: This feature allows you to create personal sandbox versions of your plans. You can safely test changes, model different business outcomes, and analyze the impact of potential decisions before merging them back into the main plan version.

This tutorial provides a comprehensive guide to understanding and using Workday Adaptive Planning to drive strategic decision-making. 1. What is Workday Adaptive Planning?

This comprehensive tutorial guides you through the foundational concepts, architecture, and step-by-step processes to master Workday Adaptive Planning. 1. Core Architecture and Concepts

Built for finance users, not IT, meaning no coding or scripting is required to build models.