In Excel, you write =SUM(B2:M2) . In Adaptive, you write:
Example: @sum(‘Expenses’)[Level: ‘Sales’ AND ‘Marketing’] Let’s translate 80% of your Excel usage into Adaptive Planning syntax. f to workday adaptive planning tutorial
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)
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). The numbers should match within 0
Total_Salary = Lookup(‘Base_Salary’, ‘HR_Assumptions’) * Lookup(‘Headcount’, ‘HR_Assumptions’)
If you are reading this, you have likely uttered a familiar phrase in your finance or operations meeting: “Why is this model breaking again?”