How to create custom accounts and formulas in Workday Adaptive Planning скачать в хорошем качестве

How to create custom accounts and formulas in Workday Adaptive Planning

Creating your own formulas is an important step you can take to better analyse the data in your Workday Adaptive Planning model. Here, we show you how to create custom accounts and formulas. You can also read the step-by-step instructions here: qmetrix.com.au/how-to-create-custom-accounts-and-formulas-in-workday-adaptive-planning/ For more video tips, follow us at linkedin.com/company/qmetrix-consulting 00:00 Intro 00:43 Creating accounts and defining formulas 02:10 Example of a simple payroll report scenario 04:22 How to define your account and formula for consistency 06:50 Grouping accounts - creating and managing groups 09:16 Assigning and defining formulas - formula assistant 12:05 Adding an account into a formula 18:08 Finding accounts and running report 20:15 Explore sale - audit function 21:20 Available customisations to accounts 22:55 Exploring functions in formula assistant 25:15 When to use metric accounts vs custom accounts 29:00 Q&A - Demonstrating formula functions with nested statements 34:00 Q&A - Lookups and dimension values ------- ABOUT WORKDAY ADAPTIVE PLANNING Workday Adaptive Planning (formerly known as Adaptive Insights) is a market-leading cloud enterprise planning solution that enables finance teams to plan more accurately and dynamically, driving better business decisions. ABOUT QMETRIX QMetrix is a Certified Platinum Solution Provider and Preferred Validated Partner of Workday Adaptive Planning. We provide professional advisory services that empower our clients to operate with the agility needed in today’s business environment. We serve clients across Australia, New Zealand and South East Asia, providing end-to-end solutions from analysis to design and delivery. To discover how we can help, visit https://qmetrix.com.au/technology/wor...