How to use Workday Adaptive Planning

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

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

Does your business need with Workday Adaptive Planning

QMetrix is a Workday Adaptive Planning Preferred Platinum Solution Partner.

We offer a range of services including pricing consultation, personalised demos, training, strategy and proof of concept assistance.

Our comprehensive offerings cover every aspect of the implementation process, from initial analysis to final design and delivery.

QMetrix is 2024 APJ Workday Adaptive Planning Partner of the Year
QMetrix is the 2024 APJ Workday Adaptive Planning Partner of the Year, and a Certified Platinum Solution Provider and Preferred Validated Partner of Workday Adaptive Planning

Workday Adaptive Planning Health Check service

If you already have a Workday Adaptive Planning instance: Does it perform slowly or have poor user uptake, models that are no longer fit-for-purpose, or limited reporting capability? Do you and your team lack knowledge on how to use the solution, and want to know what more can be done?

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

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 in OfficeConnect

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.

How to set up relative dates in OfficeConnect

Relative dates allow users to update monthly reports dynamically. This video explains relative dates in detail and describes the best ways to set up an OfficeConnect report to support relative dates.

How to set up absolute dates in OfficeConnect

Absolute dates are often required for reporting, particularly when viewing a 12 month forecast. In situations like this you don’t want the periods to change each time the report date is changed. This video steps you through how to set your report up for absolute dates.

How to copy/paste and move a report in OfficeConnect

A common issue users run into when trying to copy and paste elements in an OfficeConnect report is that all the OfficeConnect elements become disabled. Watch this video to learn the difference between Microsoft Excel copy and paste and OfficeConnect copy and paste.

How to use labels in OfficeConnect

Labels can be used in OfficeConnect reports to help the end user get a better understanding of what the report is trying to do, what filters have been applied and what time period is being displayed. This video demonstrates how to add and remove labels to an OfficeConnect report.

How to override and append elements in OfficeConnect

This video compares the different override options in OfficeConnect. When trying to apply an element to a row, column or cell that already has an element applied, a pop-up menu appears asking whether you want to replace, append or cancel.

This video demonstrates the difference between these options and when they should be used.

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.

Creating a Geo Map in Dashboards – Part 1

Geo Maps are a great feature to help you visualise your data, and spot important trends and new opportunities for your business.

Creating a Geo Map in Dashboards – Part 2

Following on from our first Geo Maps episode, the following video shows you how to set up a basic Geo Map on Dashboard after the custom properties for dimensions are set up. 

Models and more

Display Options on Standard Sheet

This video demos the features available within display options, specifically on a standard sheet. The three different tabs within display options (time, version comparison, and sparklines) are explored and demonstrated on the sheet.

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.

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.

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 incorporate multi-select filtering

We often get questions on whether it’s possible to select multiple dimension values in filter. The answer to that is YES. In this episode, we will explore how to incorporate multi-select filtering across OfficeConnect, Web Reports and Dashboards in Workday Adaptive Planning.

Creating global user groups 

Global Users groups are a great feature in Workday Adaptive Planning. By applying user groups, you can easily share reports or dashboards with a designated group of users, control version access and restrict access to groups of users.

These short tip videos are posted weekly on our social channels. Follow to get updates so you don't miss out.

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 Platinum Solution Provider

What have QMetrix clients achieved with Workday Adaptive Planning?

Looking for more help?

Draw from our expertise and talk to our consultants. We can discuss your needs, from analysis to design and delivery.

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