Productivity tips for Workday Adaptive Planning / Adaptive Insights

Once you have familiarised yourself with Workday Adaptive Planning, you can start to incorporate keyboard shortcuts and customise your experience to increase productivity.

Here are some of the commonly used shortcuts, tips and tricks to help simplify and enhance your experience using Workday Adaptive Planning.

Watch the video or continue reading below.

General shortcuts for Workday Adaptive Planning

Workday Adaptive Planning utilises a web browser, so it is helpful to be familiar with browser specific shortcuts. You can view reports, sheets, and modelling pages on separate tabs rather than through the one webpage.

Commonly used keyboard shortcuts:

  • Open in new tab: Ctrl + Click
  • Change tabs: Ctrl + tab
  • Save sheet/dashboard: Ctrl + Alt + S
  • Save and Run Report : Ctrl + Alt + R

Using browser functionality within Explore Cell

When you use the “Explore Cell” function to view data, it typically opens a new popup window.

explore cell adaptive planning

explore cell adaptive

This normally renders without a toolbar which can make navigating a webpage difficult.

To go back and forth between pages as you explore a cell, you can right-click and select back/forward. There are also keyboard shortcuts that produce the same result.

explore cell adaptive back

Alternatively, you can enable standard browser functionality. Right-click on the toolbar and select show as tab. This will allow you to toggle between pages using back and forth buttons.

explore cell adaptive show as tab


Keyboard functions when inputting data

Keyboard functions
When inputting data into a sheet, you can always use Ctrl + X, Ctrl + C and Ctrl + V to copy and paste values in.

Copy Forward/Copy Downward
To copy a number across an entire row/column, you can use the copy forward functionality. Type a number into the first cell, right click the value, select Copy Forward and Copy To End.

copy forward adaptive planning

copy forward end


Workday Adaptive Planning Shortcuts

To view shortcuts specific to Workday Adaptive Planning, click the bottom right corner.

adaptive planning shortcuts

Sheet display settings
You can specify start and end time periods to help narrow your view. Using a relative time period eg, Start of Plan or Current Year, instead of fixed dates, saves time re-adjusting the display for next year’s Budget version.

Customising your Workday Adaptive Planning experience
You can customise your home screen to a frequently used sheet, report, or dashboard. Click on your profile (top right corner) and select View Profile.

customise experience adaptive

Select a home page, perspective, dashboard.

customise dashboard adaptive  

Share reports and dashboards with user groups
User Groups can be created to help share information, assign tasks and access to a group of users.

To create a user group, navigate to Administration, then Global User Groups.

user groups adaptive

Here you can either manage existing user groups or create a new group yourself.

new group adaptive  

Health Check for Workday Adaptive Planning

Does your Workday Adaptive Planning instance perform slowly or have poor user uptake, outdated models or limited capability? Does your team lack knowledge on how to use the solution, and want to know what more can be done?

QMetrix provides a Health Check service where we review your instance and propose steps to optimise it so Workday Adaptive Planning continues to deliver value for your organisation.

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