Test by comparing one month’s output (Excel vs Adaptive). The numbers should match within 0.01%. If not, use Drill Down and Audit Trail .
In Excel, you write =SUM(B2:M2) . In Adaptive, you write:
Use the F key Ctrl+F to search for accounts once imported. Adaptive’s search is far faster than Excel’s. Step 3: Define Time Ranges Unlike Excel where you manage columns for Jan-2024, Feb-2024… Adaptive has native time intelligence. Go to Model Management > Time . Set your fiscal start month, calendar, and planning horizon (e.g., 5 years). f to workday adaptive planning tutorial
Convert the top 10 most brittle formulas (the ones you dread touching) into Adaptive rules. Use the Lookup and @sum patterns above.
Time is a native filter, not a column reference. In Excel, you click a cell and press F2 . In Adaptive Planning, you open a Sheet and write a Formula Rule . Scenario A: Simple Driver-Based Forecast (Never hardcode again) Excel method: Cell C5 = =B5 * 1.05 (5% growth – hardcoded as a value). Test by comparing one month’s output (Excel vs Adaptive)
Want to hire 2 new Managers in Q3 2025? Use the Phase function (Adaptive’s unique strength):
Example: @sum(‘Expenses’)[Level: ‘Sales’ AND ‘Marketing’] Let’s translate 80% of your Excel usage into Adaptive Planning syntax. In Excel, you write =SUM(B2:M2)
You have the syntax. You have the shortcuts. You have moved from . Need more? Download the official “Excel to Adaptive Formula Reference Card” inside Workday Community (search keyword: “Excel Function Mapping”).
