Workday Adaptive Planning

To maintain a well-organized and efficient Adaptive Planning instance, I highly recommended to always use a single, continuously updated plan version, I like to call it “Rolling Forecast” . In Adaptive, this will be set as your default version . And it will show in bold in your version Dropdown. This version will have the greatest and latest forecast inputs (and formulas logic)! This approach of using always the same input version ensures clarity, consistency and ease of deriving locked versions! How to Implement This Best Practice Set Rolling Forecast as the Default Version In Adaptive Planning , mark your Rolling Forecast version as the default one. Menu > Modeling > Model Management > Versions > Select your latest forecast and set it to default on the right Pane. It appears bold in the version dropdown, making it easy for all users to identify it. I also love emojis... so I sometimes like to add a nice little special character in front of it. You can find my list of u...

 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...

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...

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:  🥺...