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/

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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

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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...