Note: No SUMIFS . No F2 to drag down. This single rule applies to every combination of Job_Role , Cost_Center , and Time .
| Excel Concept | Workday Adaptive Planning Equivalent | |---------------|---------------------------------------| | Workbook (.xlsx) | (a collection of sheets, dimensions, and formulas) | | Worksheet Tab | Sheet (Level, Assumption, or Custom Sheet) | | F2 (Edit Cell) | Formula Editor (Point-and-click or text-based rules) | | F4 (Absolute Ref) | Hold/No Hold (Using # or ! in dimension references) | | VLOOKUP / INDEX-MATCH | Lookup() or Select() functions (syntax: Lookup( ‘Account’, ‘Version’, ‘Time’ ) ) | | SUMIFS | @sum with dimension filters | | Data Table | Custom Dimension (e.g., Product, Store, Project) |
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”). f to workday adaptive planning tutorial
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.
Example: @sum(‘Expenses’)[Level: ‘Sales’ AND ‘Marketing’] Let’s translate 80% of your Excel usage into Adaptive Planning syntax. Note: No SUMIFS
You have mastered the Excel F keyboard shortcuts— F2 to edit, F4 to lock a cell, Ctrl+Shift+F to format. But now, you are being asked to move from static spreadsheets to a cloud-based, driver-based planning platform. You need a guide that speaks your language—from to Workday Adaptive Planning .
In Excel, you write =SUM(B2:M2) . In Adaptive, you write: | Excel Concept | Workday Adaptive Planning Equivalent
@sum(‘FY24’, ‘Sales’)