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Workday Adaptive Planning KB

Use the Formula Assistant

Explains how to use the formula assistant to create formulas.

The Format Assistant helps you create syntactically-correct formulas. You don't have to manually enter account terms or term modifiers to define your formula. 

To create a formula with the Formula Assistant:

  1. From the toolbar, click the Formula Assistant button (or link) to open the assistant.

You can open the Formula Assistant from any location where you can add formulas. For example, the Sheets Toolbar or the Account Details > Data Type panel in a Metric account. 

2. The Formula Assistant helps you to assemble the building blocks necessary to create a syntactically-correct formula. The building blocks include:

  • Account Terms Modifiers (including Time, Level, Dimension, and Attribute settings).
  • Functions (including Mathematical operators, Logical operators, and other types of functions). 
  1. Assemble the building blocks for your formula:
  • Use the Account area to locate account terms to include in the formula. You can: 
    • Search for an account by name. 
    • Navigate the account tree to locate an account.
    • Use the drop down menu to narrow the list of accounts. You can view all accounts or narrow by account type (for example, Assumption, Cube, or Metric). 

1 To narrow the list of accounts, select an account type.

2 Click these icons to expand or collapse the account tree. 

3 Enter a full or partial account name to search for an account. 

  • When you select an account, the account name appears in Account Term Modifiers.  

  • When you've finished adding modifiers, click Apply . The account term moves to the Formula area.
  • Use the Formula area to add Mathematical, Logical and other types of expressions to your formula (for example, +, -, or, ...).

  • Continue to add account terms and functions to complete your formula. The following are some simple examples of formulas you can create with the Formula Assistant. For more formula examples, refer to Formula Examples: Overview.
    • This formula represents a simple addition (+) from two separate accounts: ACCT.Personnel.Headcount+ACCT.Actual_Headcount
    • This formula divides (div) one account with a time qualifier by another account with a time qualifier: div(ACCT.4000_Revenue-ACCT.4000_Revenue[time=this-12],ACCT.4000_Revenue[time=this-12])
    • This formula uses a logical operation (if) to apply an employee's pay raise on the first month of a fiscal year: if (FiscalMonth(this)=1,ROW.ExpectedRaise,0)

Tip: When you prepare a formula that includes multiple statements, make sure you place the cursor in the correct location within the Formula area before you click Insert into Formula or click the green checkmark. Otherwise, you may need to copy and paste to get the statements in the correct order. The cursor appears as a thin horizontal bar (|).

  1. When you're finished creating the formula, click OK to save your changes.
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