is a cloud-based Corporate Performance Management (CPM) solution designed to automate and streamline financial planning , budgeting , forecasting , and reporting . It replaces complex, manual spreadsheets with a real-time, collaborative environment where data updates instantly across the organization. 1. Core Modules & Functionality
: Unlike static spreadsheets, changing a driver—such as increasing headcount or adjusting revenue growth—instantly updates all connected plans and reports without manual refreshes. Driver-Based Modeling f to workday adaptive planning tutorial
| ✅ Good Fit | ❌ Not For You | |-------------|----------------| | FP&A team moving from spreadsheets | IT/Admin needing to configure tenant settings | | Consultants building a quick demo | Absolute beginner who never built a budget model | | Workday Financials users adding planning | Anyone needing certification prep (this is too short) | Core Modules & Functionality : Unlike static spreadsheets,
To combine actuals with the budget, Excel users often use VLOOKUP or INDEX/MATCH to pull data from a GL export into a planning sheet. This creates a "flat file" dependency—if the GL export format changes, the model breaks. Train your team on the new F keys:
Train your team on the new F keys: F5 to refresh, Ctrl+E to edit rules, and Ctrl+/ to search. Uninstall Excel from their taskbars (kidding – but only sort of).
: A high-speed division function designed to handle large datasets more efficiently than the standard Best Practice : Build initial models with standard for testing; once validated, switch to to optimize performance. Tutorial: Setting Up a Base Model