F To Workday Adaptive Planning Tutorial -

Total_Salary = Lookup(‘Base_Salary’, ‘HR_Assumptions’) * Lookup(‘Headcount’, ‘HR_Assumptions’)

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.

You have the syntax. You have the shortcuts. You have moved from . Need more? Download the official “Excel to Adaptive Formula Reference Card” inside Workday Community (search keyword: “Excel Function Mapping”). f to workday adaptive planning tutorial

@sum(‘FY24’, ‘Sales’)

Want to hire 2 new Managers in Q3 2025? Use the Phase function (Adaptive’s unique strength): You have the shortcuts

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).

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 . Download the official “Excel to Adaptive Formula Reference

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