Workday Adaptive Planning

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...

Update in September 2025. Since I wrote that article a couple of months ago, Workday Adaptive released 2 new ways to connect to Snowflake and other data lakes, such as Microsoft Fabric and Incorta . 1) Using the custom cloud data source -- which has become now one of the preferred methods! More information here. 2) Or even better, via the other preferred method: Pipelines. Menu > Integrations > Pipelines: Pipelines have several advantages. Basically it acts as a direct tunnel to your data lake, with a direct drill through capability to your data lake. And it acts as a 1. Datasource, 2. Loader and 3. Task! You can find more information on the pipeline method & setup in this article here . Old & Original Article: these methods are still working and valid but the AWS S3 is definitely not anymore the preferred method! There are 3 ways to bring data from Snowflake into Adaptive: Use Adaptive's native integration module  >>> that's what I will cover in this po...

Modeling can feel daunting at first, but once you've debugged or built a few simple models, you'll start to realize just how powerful Adaptive can be. In this article, you will learn how to build a simple Prepaids model, step by step! Some background first... My background in software engineering and object-oriented design has given me the foundation to create robust, well-structured models. Having started as a user and planner of Adaptive, I always prioritize the user experience when developing models. My focus is on building models that are: Dynamic : Flexible and adaptable to changing requirements. Easy to use : Intuitive and user-friendly interfaces. Easy to update : Minimizing complexity for future adjustments. Easy to understand : Clear logic and well-documented structures (AND EASY TO READ FORMULAS) --> check this article! To further enhance the user experience, I make it a point to provide detailed, easy-to-read documentation so that end users know what to do and und...

Mastering the Art of Formula Writing in Workday Adaptive Planning Have you ever encountered a formula in Workday Adaptive Planning that seemed like a cryptic puzzle that made your eyes sting or cry? We've all been there. While formulas are the backbone of powerful models, poorly written ones can hinder understanding, efficiency, and maintainability. To ensure your formulas are clear, concise, and easy to comprehend, let's explore these four essential principles: 1. Use and abuse the SPACE BAR (talking about keyboard here!) Just as a well-formatted document is easier to read, a formula with ample white spacing is easier to decipher too! This simple technique will significantly improve the redability. Visual Cues: Use spaces between operators, functions, and variables to visually separate elements.  DontwriteyourformulaslikethisbasicallyOK? Here is an example of a formula that calculates the benefits for a fulltime employee whether they are USA based or International:  🥺...

 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...

  Hello, and welcome! I’m Sandra, a passionate Workday Adaptive consultant with over a decade of experience using and implementing this powerful tool.  I've worn many hats in the Adaptive world since 2014: caps, beanies, fedoras, derbies, sombreros, berets and chapkas... Indeed: I started as a user of Adaptive as an FP&A analyst, then manager, to then become an administrator, modeler, architect, integrator and into the dark side: a consultant!   Thanks to my software engineering background, I quickly became efficient at designing dynamic, low maintenance and user friendly models as well as writing scripts for integrations! Whether consuming data, reporting on it, analyzing it, building complex models, or integrating systems, I've done it all. I’ve designed everything from simple models to intricate setups, including OpEx, Personnel, CapEx, Balance Sheet forecasts, Sales Commissions, ARR, COGS, and many more. When it comes to integrations, I’ve handled it across v...