12 minutes Bonus: Template to migrate your worst-performing spreadsheet into a live model.
Modeled sheets are designed for driver-based calculations. They decouple inputs from your main GL accounts, allowing you to use operational variables to calculate financial outcomes. For example, a modeled sheet might calculate total revenue by multiplying "Units Sold" (operational account) by "Price per Unit" (operational account). Cube Sheets
The icon is your most important tool. It looks like a classic floppy disk and submits all your current changes to the database. Once you save a sheet, other users with access can see your changes immediately when they open the same sheet or refresh their view. If the Save button appears greyed out, it means there are no unsaved changes on your sheet. f to workday adaptive planning tutorial
Workday Adaptive Planning is a cloud-based software-as-a-service (SaaS) solution used by finance teams to model, budget, forecast, and report on company performance. It connects financial, operational, and workforce data into a single source of truth, enabling agile decision-making and eliminating manual, error-prone spreadsheet processes.
Welcome to your complete, hands-on tutorial for moving from manual spreadsheet processes to the cloud-native power of Workday Adaptive Planning. 12 minutes Bonus: Template to migrate your worst-performing
skips the remaining logic once it finds a "True" result, saving processing power. (Fast DIV) How it works
Write rule for Total_Salary :
Click on the Net Change account, then the tab.
Configure the time rollup behavior: for income statement items (sums across months) or Balance for balance sheet items (takes the ending value). Step 3: Define Custom Dimensions Go to Modeling > Dimensions . Click New Dimension and name it (e.g., Product_Line ). Populate the dimension values manually or via a CSV import. For example, a modeled sheet might calculate total
Versions allow you to save different iterations of plans, such as "2026 Budget," "Q1 Forecast," or "Best Case Scenario". 3. Step-by-Step Modeling Tutorial Step 1: Setting Up the Structure
The user interface is designed for finance professionals, avoiding complex coding language. Understanding the main workspace components is your first step. Main Navigation Elements