Workday Adaptive Planning

 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...

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...