F To Workday Adaptive Planning Tutorial Jun 2026

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Any user can run a report without waiting for IT. f to workday adaptive planning tutorial

This says: “Start adding ‘New_Hires’ rule in March 2025, spread over 1 month.” Maya pressed

In Excel, F4 toggles $A$1 (absolute reference). In Adaptive, you control dimension “holding” using prefixes: To combine actuals with the budget, Excel users

Unlike Excel where you manage columns for Jan-2024, Feb-2024… Adaptive has native time intelligence. Go to . Set your fiscal start month, calendar, and planning horizon (e.g., 5 years).

To combine actuals with the budget, Excel users often use VLOOKUP or INDEX/MATCH to pull data from a GL export into a planning sheet. This creates a "flat file" dependency—if the GL export format changes, the model breaks.

In Excel, you click a cell and press F2 . In Adaptive Planning, you open a and write a Formula Rule .