F To Workday Adaptive | Planning Tutorial

If you have spent years living inside Excel workbooks—juggling broken links, manual data entry, version control nightmares, and slow month-end consolidations—you already understand the "F." The "F" stands for frustration, fatigue, and finite control. But in this tutorial, the "F" also stands for your

New Hires() - Terminations() That’s it. No =SUM(D5:D5) . No dragging. No $B$2 absolute references. Adaptive understands time context automatically. f to workday adaptive planning tutorial

End Headcount() * Avg Salary() / 12 Use PRIOR() to reference the previous period. Example for opening headcount: If you have spent years living inside Excel

Start Headcount() + Net Change() For Total Salary (monthly cost): No dragging

| Account Name | Type | Formula (later) | |--------------|------|----------------| | Start Headcount | Assumption | Manual input | | New Hires | Assumption | Manual input | | Terminations | Assumption | Manual input | | Net Change | Formula | = New Hires – Terminations | | End Headcount | Formula | = Start + Net Change | | Avg Salary | Assumption | Manual input | | Total Salary | Formula | = End Headcount * Avg Salary / 12 |

In Excel, you’d copy these formulas down 12 columns. In Adaptive, you write the formula once —it applies across all time periods. Step 4: Write Your First Adaptive Formula Click on the Net Change account, then the Formula tab.

| Metric | Before (Excel) | After (Adaptive) | |--------|---------------|------------------| | Budget cycle time | 12 weeks | 4 weeks | | Forecast frequency | Quarterly | Monthly or weekly | | Errors per cycle | 15-20 | 1-2 (typically data source issues) | | Time spent consolidating | 3 days | 10 minutes | | Manager adoption | Low (fear of breaking formulas) | High (web-based, validation rules) |