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) . In Adaptive, you write: f to workday adaptive planning tutorial
| Excel Concept | Workday Adaptive Planning Equivalent | |---------------|---------------------------------------| | Workbook (.xlsx) | (a collection of sheets, dimensions, and formulas) | | Worksheet Tab | Sheet (Level, Assumption, or Custom Sheet) | | F2 (Edit Cell) | Formula Editor (Point-and-click or text-based rules) | | F4 (Absolute Ref) | Hold/No Hold (Using # or ! in dimension references) | | VLOOKUP / INDEX-MATCH | Lookup() or Select() functions (syntax: Lookup( ‘Account’, ‘Version’, ‘Time’ ) ) | | SUMIFS | @sum with dimension filters | | Data Table | Custom Dimension (e.g., Product, Store, Project) | Test by comparing one month’s output (Excel vs Adaptive)
@sum(‘FY24’, ‘Sales’)