Under Model Management > Accounts, create these custom accounts (type = "Assumption" or "Saved Assumption"):
| Account Name | Type | Formula (later) | |--------------|------|----------------| | Start Headcount | Assumption | Manual input | | New Hires | Assumption | Manual input | | Terminations | Assumption | Manual input | | Net Change | Formula | = New Hires – Terminations | | End Headcount | Formula | = Start + Net Change | | Avg Salary | Assumption | Manual input | | Total Salary | Formula | = End Headcount * Avg Salary / 12 |
Excel Mindset Shift: In Excel, you’d copy these formulas down 12 columns. In Adaptive, you write the formula once—it applies across all time periods. f to workday adaptive planning tutorial
In Excel, you click a cell and press F2. In Adaptive Planning, you open a Sheet and write a Formula Rule.
Pro Tip: Think of every number in Adaptive as being tagged by all four dimensions. There is no such thing as a “lonely number.” Under Model Management > Accounts , create these
This tutorial is a focused, hands-on guide (likely video or interactive walkthrough) that bridges the gap from zero knowledge (the "F" stands for "Fundamental" or "From scratch") to being able to build a basic planning model in Workday Adaptive Planning. Unlike generic Workday training, it emphasizes adaptive use cases—rolling forecasts, driver-based planning, and what-if scenarios.
Before building, learn the building blocks. If Excel uses cells and sheets, Adaptive uses these concepts: This tutorial is a focused, hands-on guide (likely
| Excel Concept | Adaptive Planning Equivalent | |---------------|------------------------------| | Workbook | Model (e.g., P&L Model, Balance Sheet Model) | | Worksheet | Sheet (e.g., Revenue Sheet, Headcount Sheet) | | Cell | Cell (but dimension-aware) | | Formula | Formula or Business Rule | | Pivot Table | Cube Sheet or Reporting | | Data Table | List (e.g., GL Accounts, Cost Centers) | | VBA Macro | Integration or API | | Drop-down list | Dimension (e.g., Version, Time, Scenario) |
We will build a Monthly Headcount & Salary Forecast – a classic use case that replaces 20 Excel tabs.