F To Workday Adaptive Planning Tutorial -

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 .

Example: @sum(‘Expenses’)[Level: ‘Sales’ AND ‘Marketing’] Let’s translate 80% of your Excel usage into Adaptive Planning syntax.

Want to hire 2 new Managers in Q3 2025? Use the Phase function (Adaptive’s unique strength): f to workday adaptive planning tutorial

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).

Note: No SUMIFS . No F2 to drag down. This single rule applies to every combination of Job_Role , Cost_Center , and Time . This tutorial is not a generic product brochure

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 .

Train your team on the new F keys: F5 to refresh, Ctrl+E to edit rules, and Ctrl+/ to search. Uninstall Excel from their taskbars (kidding – but only sort of). Conclusion: The “F” Is For Future-Ready You started knowing F2 as “edit.” You now know F as future-proof, flexible, and fast . Workday Adaptive Planning does not aim to replace your financial logic; it aims to liberate it from the grid. In Excel, you are the architect of a single file

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