How to use Workday Adaptive Planning – tips and tricks
To help you make the most of Adaptive Insights, our consultants have put together short 2-minute how-to videos.
Reporting and Analysis tips
Web Reporting
How to create calculations in reports
There are 3 different types of calculations available to users in web reporting: Subtotal, Difference and Custom. This video discusses the differences between these calculations and provide common examples of where they work best.
How to build a Prior Month Year to Date (YTD) report
Relative dates allow reports to update the time period dynamically, rather than relying on user input. This video utilises relative dates to drive a Prior Month Year to Date report.
How to build a rolling 12 month forecast report
A common business requirement is to be able to see a forecast for the next 12 months. This video steps you through how to set up a rolling 12 month forecast report using relative periods in web reporting.
How to use filters and parameters in reports
One of the first questions you ask when building a report is “Who is the audience?” This audience will usually dictate the report in some way or another. But what happens when you want to target more than one audience with a report?
The use of parameters provide end users with control of how they want to specifically view the report by prompting the user to select an element. This video discusses the concept of Filters vs Parameters and how to use them in web reporting.
Conditional formatting with traffic lights in reports
We commonly get asked by clients how to incorporate a traffic light system in reports to indicate any Positive, Negative or Neutral values.
This video introduces the concept of conditional formatting and discusses how to incorporate icons/traffic lights with a calculation within web reporting.
OfficeConnect
How to group elements
Grouping elements in OfficeConnect allow elements to dynamically reflect changes made to the model in the report. When the grouping feature has been applied, any changes to the account such as new additions, removals or even a re-order of accounts will be reflected in the report.
This video demonstrates how to set a report up with the grouping feature, as well as how to update an existing report.
How to use filters in OfficeConnect
One of the first questions you ask when building a report is “Who is the audience?” This audience will usually dictate the report in some way or another. But what happens when you want to target more than one audience with a report?
The use of filters in OfficeConnect provide end users with control of how they want to specifically view the report by having a set of elements available to select from the reporting pane. This video demonstrates how to set up filters in OfficeConnect.
General tips
Version comparison in standard sheets
We often recommend you review Prior Year Actuals and Budgets when planning for future years. This video walks you through this process and demonstrates how to add a specific version to a planning sheet for comparison.
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More resources
In-depth tutorials, articles and the latest Workday Adaptive Planning
(Adaptive Insights) release information, by the QMetrix team
Workday Adaptive Planning (Adaptive Insights) releases – what’s new
Get the latest updates as our consultants share the highlights of each new release of Workday Adaptive Planning (Adaptive Insights).
Active Dashboards in Adaptive Insights / Workday Adaptive Planning – best practice tips
Bring sheets and visualisations together on one dashboard for a consolidated view, and see the impact of your changes in real time. Learn how to set up Active Dashboards in Adaptive Insights.
Reporting in Adaptive Insights – best practice tips and tricks
The Adaptive Insights suite offers intuitive, self-serving reporting platforms that provide a live link to your data. Learn how you can make the most out of Web Reports.
Reporting with Adaptive Insights / Workday Adaptive Planning OfficeConnect – best practice tips
OfficeConnect is an add-on for Excel. With it, you can build reports using OfficeConnect features, while making use of familiar Excel functionality. Learn how here.
Exporting data out of Adaptive Insights / Workday Adaptive Planning – best practice tips
There are a few ways to export data out of Workday Adaptive Planning – each with its strengths and limitations. Explore the different ways, including the lesser known Matrix Report.
Modelled Sheet Audits in Adaptive Insights – best practice tips and tricks
While a powerful feature, modelled sheets can be difficult to troubleshoot. Discover our tips and tricks for drilling into calculations and creating audit sheets.
Introduction to Dashboards in Workday Adaptive Planning / Adaptive Insights
Here we run through how to build a basic suite of graphics using the dashboard in Workday Adaptive Planning / Adaptive Insights. In this demo, we will create a dashboard to review revenue performance.
Productivity tips for Workday Adaptive Planning / Adaptive Insights
Here are some of the commonly used shortcuts, tips and tricks to help simplify and enhance your experience using Workday Adaptive Planning.
Versions in Adaptive Insights – Best Practice Tips and Tricks
How do you manage versions? Discover the lesser-known features you can leverage to create a more intuitive and bespoke planning experience.
What have QMetrix clients achieved
with Workday Adaptive Planning?
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