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Workday Adaptive Planning Knowledge Center

Adaptive Live 19 Tips and Tricks

Adaptive Live 19 tips and tricks from your very own Adaptive Planning subject matter experts.

Here you will find Adaptive Live presentations from our tips and tricks booth. Most of Wednesday's presentations are available to view and download. They are listed in alphabetical order by title.

Session Description Presenter
Actuals vs. Budget Headcount Reporting Covered: headcount custom account, upload actuals, link for budget Amanda Merchant, Manager Consulting Services, Adaptive Planning
All About Attributes Covered:  Intro to attributes, add attributes to a model, use attributes in reports, dashboards and formulas Brian Cauley, Senior Manager, Solution Architect, Adaptive Planning
Dynamically Update your Level Structure Covered: Overview of planning level loader, set up a level loader, and run and maintain the loader Ralph Tyndall, Senior Associate Customer Support Analyst
Fun with Formulas Covered: Troubleshoot modeled sheets and unleash full potential, recognize common formula errors, and master the cube formula Javier Florez, Principal Solution Architect, Presales operations, Adaptive Planning
Performance Tricks Covered:  structure, maintenance, conditions of evaluation/formula, reporting, and other considerations Juan Maldonado, Principal Performance & Analytics Analyst, Adaptive Planning
Streamlining User Activity Covered: Set up processes and tasks, use processes and tasks, and navigate workflow Ralph Tyndall, Senior Associate Customer Support Analyst, Adaptive Planning
Tips on Using Account Modifiers in Formulas Covered:  Refer  dynamically to time, refer to multiple levels and dimensions, refer to all but a few, and pull in data across levels using level attributes Natasha Bower, Associate Manager Customer Support, Adaptive Planning


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