Video Archives

Please find some of the old videos that I home-made while I was a consultant at QBIXAnalytics.com. You can also find the videos and articles on their "Adaptive Corner".

- How to write easy to read formulas by adding comments, indentation, spacing...

- How to build a prepaids model, step by step guide

- Create visually appealing models by using emojis and Unicode characters (for 🦄 lovers)

- What is the difference between dimensions and attributes?

- You locked a version and your numbers have changed in it: why? solution? And no it's not your eyes!

- Tired of clicking and navigating through the Hamburger menu? Create bookmarks in your browser to key Adaptive pages, that will always work (eg. book mark your Modeling Management page, Integration Design, Income Statement, Dimensions, etc.) --> for Finance Geek Peeps

- 2 simple and useful keyboard shortcuts (that will make you like an expert)

The art of formula writing: easy to read and efficient formulas

Build a Prepaids model: step by step guide

Create visually appearing models using unicode characters / emojis

What is the difference between a dimension and an attribute in Adaptive?

You locked a version, but numbers have changed! What?!?! Why?! How to fix it?

Create bookmarks to key Adaptive's pages that will always work

Unleash the geek in you... you will code a little here! (ok... mostly copy and paste it)

2 simple shortcuts in Adaptive

Comments

Adaptive's API

To integrate data in Workday Adaptive Planning, customers typically use the integration module to connect with ERPs, SFTPs, AWS S3, Snowflake, SalesForce, Excel, and Google Sheets, etc. You can also use third party platforms such as Tray.ai , Boomi , Matilion etc. which leverage Adaptive's APIs in a user friendly setup. And lastly, you can write your very own scripts (C#, Python, Powershell...) to make these API calls. Most common Adaptive's API use cases Import Data from ERPs Actual summaries and transaction details (by supplier, employee...) Assets, amortization, depreciation Payroll details and taxes Import Sales data from CRMs or datalakes Pipeline, churn, opportunities and customers Billings, bookings, revenue, ARR Import Headcount data from an HRIS Current headcount and terminations Hired, not started Wages and compensation plans Benefits and other demographics Import Other data: Exchange Rates Weather Meta data: currencies, attributes, dimensions suc...

What are Metric accounts and when to use them?

I am often asked: "What are Metric accounts in Adaptive and what is their use case?" Before we jump into the weeds, you can create "global" metric accounts, called standard metric accounts and within cube sheets. To create a standard metric account, go to: Menu > Modeling > Metric Accounts Adaptive will come with a couple of pre-built Metric accounts, such as Gross Margin % What are Metric Accounts? A metric account in Adaptive is a calculated account , meaning it carries a formula . It does not carry any data entry . It can not be a rollup account, meaning it can not have any "children accounts" rolling up to a parent. Metric accounts are typically used to calculate ratios , this is why they can only be either a number or a percent ! But... there is more subtility in them! Metric accounts are different from the other calculated accounts (custom, modeled, cube etc.) in the sense that their formula is also computed at the level an...

One (perfect) Headcount Planning Process in Workday Adaptive for FP&A

FP&A: The Perfect Headcount Planning Process in Workday Adaptive for non Platform customers: Streamlining integration, reconciliation and budgeting This article is for companies that are not on the Workday Platform (HCM, FINS, Adaptive) and are missing out on the integrated cycle of hiring, planning, reconciliation, and system-wide alignment that Workday offers. I sometimes hear complaints (luckily not too much) about Workday HCM, Adaptive or FINS... but the truth is, no other tool on the market currently offers a complete solution that spans the entire hiring process—from budgeting and requesting to hiring, reconciling, and publishing plans across systems. Workday is the only one with this capability right now! I’m not paid by Workday to write this… But after working with several HRIS, ATS, and ERP systems, I can confidently say that Workday stands out for its customizable workflows, overall ease of use, and seamless communication across all three systems -- assuming yo...

Workday Adaptive Planning

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