F To Workday Adaptive Planning Tutorial May 2026

"Rosetta Stone" exercise

Instead of a standard "How-to" guide, this feature frames the migration/integration as a —translating the distinct "dialect" of legacy Excel/Flexible planning into the structured "language" of Workday Adaptive.

1. Navigate to the Planning page.
2. Click on the "Create" button.
3. Select the planning model type (e.g., budget, forecast).
4. Define the planning model settings, including dimensions, hierarchies, and currencies.

Part 4: Moving Your Data from Excel to Adaptive

Once your data is entered, use the reporting tools to gain insights. HTML Reports: Dynamic, web-based reports that allow for easy drill-downs. OfficeConnect: f to workday adaptive planning tutorial

Next Steps:

In the end, F realized the tutorial had been more than a one-hour demo. It had been the hinge that opened a new way of planning: transparent, connected, and agile. The spreadsheets didn’t disappear overnight, but their grip loosened. Planning became a conversation, not a collection of files — and F, once buried in rows and formulas, now steered the forecast with confidence. "Rosetta Stone" exercise Instead of a standard "How-to"

The next time a business partner asks for a “what-if” scenario – new headcount, product launch, regional expansion – you will not spend 45 minutes restructuring a spreadsheet. You will write one rule, click a button, and get answers instantly. Navigate to the Planning page

Additional Resources