Right-click on an account row or cell and select .
Phase 2: Loading Data into Adaptive Planning (The Import Process)
Enter global variables such as tax rates, benefits percentages, or inflation factors.
| Excel Formula | Adaptive Planning Equivalent | |---------------|------------------------------| | =SUM(B2:B10) | @sum(‘Account_Name’) (applies to current time/level context) | | =IF(A2>100, “High”, “Low”) | IF(‘Revenue’ > 100, ‘High’, ‘Low’) – but note: Adaptive handles text differently. Use separate accounts for flags. | | =B2*$E$2 | ‘Units’ * Lookup(‘Price’, ‘Assumptions’) (no need for absolute refs; dimensions act as natural joins) | | =VLOOKUP(A2, Table, 2, FALSE) | Select(‘Target Account’, ‘Version’, ‘Level match’) | | =B2/B3 | Simple division: ‘Revenue’ / ‘Units_Sold’ (handles zero division automatically if you enable safety settings) | | =YEAR(TODAY()) | @toyear(@today()) – Adaptive has dedicated time functions. | f to workday adaptive planning tutorial
Upon logging in, the home page provides access to your active tasks, announcements, and navigation menus. The top navigation bar generally contains: Dashboard and notifications. Planning: Where you enter budget data. Reports: Access to standard and custom reports.
Drag Version to the filter bar to switch between "2026 Budget" and "Actuals."
Map these dimensions to specific account groups where tracking is required. 4. Building Logic: Driver-Based Modeling Right-click on an account row or cell and select
Adaptive Planning is modular, meaning you can focus on specific business areas: Automates budgeting and forecasting.
uses different types of sheets for planning, primarily Standard and Cube Sheets. Steps to Create a Sheet: Go to Modeling > Sheets . Click Create Sheet . Choose Sheet Type:
Add charts (bar charts, line graphs, donut charts) or KPI cards. Use separate accounts for flags
If you are currently managing complex, linked spreadsheets (the "F" in your planning process), you are likely facing challenges with version control, slow updates, and high error rates.
Facilitates continuous, collaborative planning across departments rather than once-a-year budgeting.
Modeled sheets handle complex, driver-based calculations like revenue forecasting. For example, instead of typing a revenue number, you enter Units Sold and Price per Unit . The sheet automatically calculates the total revenue. Personnel (Cube) Sheets
Standard sheets are used for traditional line-item expenses (e.g., travel, office supplies). Open the navigation menu and select . Choose your department using the Level Selector . Locate the specific expense line. Click on a cell and type the new value.