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How to build a rolling 12 month forecast report in Workday Adaptive Planning
A common business requirement is to be able to see a forecast for the next 12 months. This video steps you through how to set up a rolling 12 month forecast report using relative periods in web reporting.
Don't miss any of these video tips. We post them regularly on LinkedIn. Follow us at linkedin.com/company/qmetrix-consulting
00:00 Intro
00:18 Selecting the time elements
00:45 Edit parameter settings
01:15 Viewing the previous 12 months report
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ABOUT WORKDAY ADAPTIVE PLANNING
Workday Adaptive Planning (formerly known as Adaptive Insights) is a market-leading cloud enterprise planning solution that enables finance teams to plan more accurately and dynamically, driving better business decisions.
ABOUT QMETRIX
QMetrix is a Certified Platinum Solution Provider and Preferred Accredited Partner of Workday Adaptive Planning. We provide professional advisory services that empower our clients to operate with the agility needed in today’s business environment. We serve clients across Australia, New Zealand and South East Asia, providing end-to-end solutions from analysis to design and delivery.
To discover how we can help, visit qmetrix.com.au/technology/workday-adaptive-planning
Видео How to build a rolling 12 month forecast report in Workday Adaptive Planning канала QMetrix
Don't miss any of these video tips. We post them regularly on LinkedIn. Follow us at linkedin.com/company/qmetrix-consulting
00:00 Intro
00:18 Selecting the time elements
00:45 Edit parameter settings
01:15 Viewing the previous 12 months report
-------
ABOUT WORKDAY ADAPTIVE PLANNING
Workday Adaptive Planning (formerly known as Adaptive Insights) is a market-leading cloud enterprise planning solution that enables finance teams to plan more accurately and dynamically, driving better business decisions.
ABOUT QMETRIX
QMetrix is a Certified Platinum Solution Provider and Preferred Accredited Partner of Workday Adaptive Planning. We provide professional advisory services that empower our clients to operate with the agility needed in today’s business environment. We serve clients across Australia, New Zealand and South East Asia, providing end-to-end solutions from analysis to design and delivery.
To discover how we can help, visit qmetrix.com.au/technology/workday-adaptive-planning
Видео How to build a rolling 12 month forecast report in Workday Adaptive Planning канала QMetrix
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15 января 2021 г. 8:00:09
00:02:24
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