Finance becomes a strategic partner, not a reporting factory. You run scenarios in real time during leadership meetings.
To recap your core workflow:
Use the "W" icon (top left) to access Sheets, Reports, and Dashboards. f to workday adaptive planning tutorial
Always lock completed periods to prevent historical data changes.
Use these for quick, ad-hoc analysis. You can drag and drop dimensions (Time, Level, Account) to pivot your view. Finance becomes a strategic partner, not a reporting factory
For organizations with complex data ecosystems, Workday offers two main APIs: XML-based API: Provides extensive functionality for deep integration. JSON-based API: API option for standard interactions with the platform. Workforce Planning or see a step-by-step guide for creating a Modeled Sheet
The icon is your most important tool. It looks like a classic floppy disk and submits all your current changes to the database. Once you save a sheet, other users with access can see your changes immediately when they open the same sheet or refresh their view. If the Save button appears greyed out, it means there are no unsaved changes on your sheet. Always lock completed periods to prevent historical data
Open your most complex Excel forecast right now. Pick one line item (e.g., “Commissions” or “Freight Costs”). Write its logic on a sticky note. Then log into your Adaptive tenant, create a new sheet, and convert that sticky note into a rule using Lookup , Prior , or @sum .
Located in the top left corner, this grants access to sheets, dashboards, and settings.