F To Workday Adaptive Planning Tutorial -

@sum(‘FY24’, ‘Sales’)

Use the F key Ctrl+F to search for accounts once imported. Adaptive’s search is far faster than Excel’s. Step 3: Define Time Ranges Unlike Excel where you manage columns for Jan-2024, Feb-2024… Adaptive has native time intelligence. Go to Model Management > Time . Set your fiscal start month, calendar, and planning horizon (e.g., 5 years). f to workday adaptive planning tutorial

You have mastered the Excel F keyboard shortcuts— F2 to edit, F4 to lock a cell, Ctrl+Shift+F to format. But now, you are being asked to move from static spreadsheets to a cloud-based, driver-based planning platform. You need a guide that speaks your language—from to Workday Adaptive Planning . @sum(‘FY24’, ‘Sales’) Use the F key Ctrl+F to

‘Marketing Expense’ / @sum(‘Revenue’, ‘#Level: Total Company’) Go to Model Management > Time

Headcount = Prior('Headcount', 1, 'Month') + Phase(‘New_Hires’, 1, 1, 3, 2025)

This tutorial is not a generic product brochure. It is a technical, hands-on translation guide for the experienced analyst moving into the world of Adaptive Planning. By the end, you will understand how to migrate your logic, build dynamic driver-based models, and never hit a broken link in a shared drive again. In Excel, you are the architect of a single file. In Workday Adaptive Planning, you are an architect of a relational, multi-user, time-aware database .

Write rule for Total_Salary :