Workday Adaptive Planning Tutorial - F To

Test by comparing one month’s output (Excel vs Adaptive). The numbers should match within 0.01%. If not, use Drill Down and Audit Trail .

@sum(‘FY24’, ‘Sales’)

| 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) | f to workday adaptive planning tutorial

Convert the top 10 most brittle formulas (the ones you dread touching) into Adaptive rules. Use the Lookup and @sum patterns above.

Note: No SUMIFS . No F2 to drag down. This single rule applies to every combination of Job_Role , Cost_Center , and Time . Test by comparing one month’s output (Excel vs Adaptive)

The next time a business partner asks for a “what-if” scenario – new headcount, product launch, regional expansion – you will not spend 45 minutes restructuring a spreadsheet. You will write one rule, click a button, and get answers instantly.

Total_Salary = Lookup(‘Base_Salary’, ‘HR_Assumptions’) * Lookup(‘Headcount’, ‘HR_Assumptions’) Note: No SUMIFS

Write rule for Total_Salary :