Planning Tutorials | Workday Adaptive

This is an excellent topic, as (formerly known as Adaptive Insights) is a powerful tool, but its flexibility can be complex for new users.

Since you asked for a "paper," I will provide you with a . You can use this document as a framework to build your own training paper or study guide.

| Topic | What the Tutorial Should Teach | Why it matters | | :--- | :--- | :--- | | | Difference between Levels (org hierarchy) and Accounts (chart of accounts). | Avoids data duplication errors. | | 2. Time Settings | Setting up fiscal year, periods, and rolling forecasts. | The core of FP&A. | | 3. Driver Templates | Creating a driver (e.g., Sales per Rep) and linking it to a calculation. | This is Adaptive's superpower. | | 4. Matrix Reports | Building cross-tab reports (Levels vs. Time vs. Version). | Replaces complex Excel PivotTables. | | 5. OfficeConnect | Pulling data directly from Adaptive into Excel. | Essential for finance teams that live in Excel. | 5. Recommended Reading Order (The "Paper" Structure) If you are compiling a training paper for yourself or your team, organize the tutorials in this sequence: