How to use Workday Adaptive Planning – tips and tricks

To help you make the most of Workday Adaptive Planning (Adaptive Insights), our consultants have put together these resources. Find quick tips, in-depth tutorials and articles here.

For the Workday Adaptive Planning User:
2-minute how-to videos and other resources

Web Reports – Reporting and Analysis

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.

How to repeat reports

Users often maintain multiple versions of the same report – often for different audiences. This can become a challenge when updates are required as multiple versions need to be managed.

Repeating reports allow you to create one report with a repeating element, so that a new report is created for each variable. This video demonstrates how Repeating Reports can be applied in web reporting.

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 format reports

Good formatting adds a level of professionalism and sophistication to reporting suites. This video discusses tips on how to transform your report with a variety of formatting techniques.

OfficeConnect – Reporting and Analysis

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.

How to Find and Replace elements in OfficeConnect

We often get asked “I have spent hours building a report in OfficeConnect, but I’m afraid the requirements have changed. Do I need to start again? How can I change the report to reference a different version?” This video addresses these queries by demonstrating how to find and replace elements in OfficeConnect.

How to clear data with OfficeConnect

Updating OfficeConnect reports can be troublesome if the elements have not been cleared correctly. This video demonstrates the different ways to erase data, as well as the default “clear data upon save” behaviour.

Expanding and collapsing elements in OfficeConnect

The explore property in OfficeConnect has undergone some changes and updates. This video includes a walk through of how to expand, collapse, Keep and Remove, and explore values in OfficeConnect.

How to repeat reports in OfficeConnect

Users often maintain multiple versions of the same report, often for different audiences. This can become a challenge when updates are required as multiple versions need to be managed.

Repeating reports allow you to create one report with a repeating element, so that a new report is created for each variable. The following video demonstrates how Repeating Reports can be applied in OfficeConnect.

Dashboards

Conditional formatting in dashboards

Conditional formatting is an excellent way to highlight favourable or unfavourable trends in visualisations. This video walks you through how to build a basic column chart that compares Budget and Forecast for FY2021.

How to create a waterfall chart in dashboards

Waterfall charts are a great way to visualise movements between two components. This video demonstrates how to create a waterfall chart to see the movements between Budget and Forecast Revenue.

How to use context filters

A common concern users have with dashboards is that they can’t fit as much information as they would like on a small canvas. This video demonstrates how to use context filters to optimise your dashboard and take it to the next level.

Model

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.

Productivity tips

Once you have familiarised yourself with Workday Adaptive Planning, you can start to incorporate keyboard shortcuts and customise your experience to increase productivity. The following tips will help you navigate the interface more efficiently.

How to create an attribute

This video demonstrates how to create attributes to enhance reporting capabilities. When attributes are used, accounts, levels and/or dimensions can be “tagged” with an attribute value. These values can be used to group the data and allows users to filter and view their reports based on these categories.

Forecast Versions for reporting (Part 1)

This video demonstrates how to create a forecast version. This is the first episode of a 3-part series which will walk you through how to best use forecast versions for reporting.

Forecast Versions for reporting (Part 2)

How do you create an additional forecast version for comparison? In this video we show you how. This is the second episode of a 3-part series discussing best practices when creating forecast versions for reporting.

Forecast Versions for reporting (Part 3)

What are virtual versions? How will using virtual versions for forecasts enhance your reporting? In this video we answer those questions. It is the final episode of a 3-part series which walk you through how to best use forecast versions for reporting.

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More resources

In-depth tutorials, articles and the latest Workday Adaptive Planning
(Adaptive Insights) release information, by the QMetrix team

QMetrix is a Workday Adaptive Planning Gold Solution Provider

What have QMetrix clients achieved
with Workday Adaptive Planning?

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