What are Models?
Modelsare the core foundation where data is calculated and entered within Workday Adaptive Planning. Models allow you to mirror your real-world business operations – like staffing, sales, or capital expenses – into structured logic, automatically connecting drivers to your financial statements.
Modelling tutorials and articles
Dive into comprehensive Workday Adaptive Planning tutorials and articles about models and sheets, created by our team of experts and consultants.
How to set up driver-based planning in Workday Adaptive Planning
Driver-based planning focuses on identifying an organisation’s key factors that drive success, then modelling business performance based on those key drivers. Here, we walk through how to do end-to-end driver-based planning in Workday Adaptive Planning.
Workday Adaptive Planning Features: Explore Cell, Required Columns on Modelled Sheets, and Erase Data functionality
We explore three features from the Workday Adaptive Planning 2021R2 release in detail: Explore Cell, Required Columns on Modelled Sheets, and Erase Data functionality
How to create custom accounts and formulas in Workday Adaptive Planning
Creating your own formulas is an important step you can take to better analyse the data in your Workday Adaptive Planning model. In this article we show you how to create custom accounts and formulas.
How to create virtual versions in Workday Adaptive Planning
We demonstrate multiple use cases of Virtual Versions in Workday Adaptive Planning and how to set these up for optimal reporting.
How to create modelled sheets in Workday Adaptive Planning
Modelled sheets are tabular style sheets which let you perform data entry to drive calculations. Learn how to create a modelled sheet in Workday Adaptive Planning.
Workday Adaptive Planning Alternate Calendars And Contra Accounts
Discover how Alternate Calendars allow for different rollup structures and how Contra accounts can help align your Workday Adaptive Planning hierarchy with source systems.
Workday Adaptive Planning technical tips
Watch model management tips:
Two Minute Tuesday videos
Two Minute Tuesdays are a video series that deliver quick, bite-sized Workday Adaptive Planning technical tips in two minutes. Created by the QMetrix team, these practical tutorials help users optimise and troubleshoot their planning and reporting workflows, and are watched by thousands worldwide. Watch the tips and tricks here to enhance models and sheets and level up your skills.
Standard sheet display options – with P&L reporting example
In this video we look at the features available within display options on a standard sheet, exploring the three tabs: Time, version comparison and sparklines. We use a familiar P&L statement as our example – you’ll see how this enhances how you visualise and compare data.
How to add sparklines to sheets
Sparklines can be a great visual representation of data in sheets and can help you analyse data at a glance. In this video we show you how to add sparklines to sheets in Workday Adaptive Planning.
How to roll foward a plan version
In this video we walk through how to roll forward a plan version in Workday Adaptive Planning. This will assist in maintaining a continuous working version instead of creating a new plan version for each forecast period.
How to create an attribute
This video demonstrates how to create attributes to enhance reporting capabilities. When attributes are used, accounts, levels and/or dimensions can be “tagged” with an attribute value. These values can be used to group the data and allows users to filter and view their reports based on these categories.
How to extend budget to create a long term plan
We often get asked “How can I increase the horizon of my current budget to view a projected long term plan?”. In Adaptive, it’s easy. Watch the video to learn how to extend your budget for future planning.
Level-assigned vs User-assigned sheets
In Workday Adaptive Planning, there are two types of sheets: User-assigned and Level-assigned. This video discusses the difference between the two, including accessibility and security restrictions on different types of sheets.
How to create data validation rules for modelled sheets
Data validation rules are super helpful to maintain data integrity in modelled sheets, especially for inputs that drive the model’s calculations. Learn how to create them here.
How to run an audit trail report
Have you found that your numbers are changing in Adaptive Planning and you’re not sure why? Here’s how to run audit trail reports that can help produce an activity log of changes made to the data in the system.
Version comparison in standard sheets
We often recommend our clients to review Prior Year Actuals and Budgets when planning for future years. This video walks you through this process and demonstrates how to add a specific version to a planning sheet for comparison in Workday Adaptive Planning.
Forecast versions for reporting (Part 1)
This video demonstrates how to create a forecast version. How do you create a new plan version, adjust dates in a plan, and generate a report? This is the first episode of a 3-part series which will walk you through how to best use forecast versions for reporting.
Forecast versions for reporting (Part 2)
How do you create an additional forecast version for comparison? In this video we show you how. This is the second episode of a 3-part series discussing best practices when creating forecast versions for reporting.
Forecast versions for reporting (Part 3)
What are virtual versions? How will using virtual versions for forecasts enhance your reporting? In this video we answer those questions. It is the final episode of a 3-part series which walk you through how to best use forecast versions for reporting.
Looking for more Workday tips?
Workday Adaptive Planning services for finance teams
QMetrix has implemented 100+ solutions for finance teams, and have been named APAC Partner of the Year by Workday Adaptive Planning. We provide end-to-end services from analysis to design and implementation. Learn how we can help.
Workday Adaptive Planning Implementation
Ensure your platform is built on best practice, unique to what your business needs – deliver short-term wins and long-term goals
Workday Adaptive Planning Health Check
Already a Workday Adaptive Planning user? Review your current instance and optimise it for maximum return
Workday Adaptive Planning Integration
Connect Workday Adaptive Planning with your source systems for smooth data flows and accurate, timely data
Want to receive Workday Adaptive Planning news?
Get the latest videos and release information in our newsletter. Fill in the form below to subscribe.