F To Workday Adaptive Planning Tutorial [ HOT × PLAYBOOK ]

| Excel Concept | Workday Adaptive Planning Equivalent | |---------------|---------------------------------------| | Workbook (.xlsx) | (a collection of sheets, dimensions, and formulas) | | Worksheet Tab | Sheet (Level, Assumption, or Custom Sheet) | | F2 (Edit Cell) | Formula Editor (Point-and-click or text-based rules) | | F4 (Absolute Ref) | Hold/No Hold (Using # or ! in dimension references) | | VLOOKUP / INDEX-MATCH | Lookup() or Select() functions (syntax: Lookup( ‘Account’, ‘Version’, ‘Time’ ) ) | | SUMIFS | @sum with dimension filters | | Data Table | Custom Dimension (e.g., Product, Store, Project) |

Build your equation using standard mathematical operators ( * , / , + , - ). Global Assumptions

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Drag and drop Adaptive accounts and levels into the spreadsheet.

Never hardcode percentages or rates inside individual formulas. Store them in a centralized Assumptions sheet. | Excel Concept | Workday Adaptive Planning Equivalent

Effective reporting helps you monitor business performance in real time. Adaptive Planning offers two main avenues for this: and Reports .

It treats Adaptive as a standalone tool. If your company has full Workday, you’ll need a separate tutorial for connectors. Drag and drop Adaptive accounts and levels into

This comprehensive tutorial will guide you from initial login to mastering core features. You'll learn the essential terminology, navigate different sheet types, build reports, and even pick up some advanced formula tips to maximize your efficiency.

: All departments work within the same real-time database.

Adaptive Planning is hierarchical. You must define your organizational structure through . Navigate to Modeling > Levels .