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Adaptive Planning
Last Updated: 2023-06-23
Adaptive Planning User Experience

Adaptive Planning User Experience

We continue to align the Workday Adaptive Planning interface with Workday to provide a more consistent user experience. We update the layout of the matrix report viewer and dashboard overview. We also make Adaptive Planning easier to use by delivering several accessibility improvements to the matrix report viewer.
Watch the video:
 4 min 30 s

Dashboards Overview

Release: 2022-03-12
We update the overview page for dashboards by providing a new:
  • Action to
    Open Checked Out Copy
     from shared perspectives and
    Open Shared Copy
     from personal perspectives.
  • Action to
    Open Live Perspective
     from snapshots and schedules.
  • Created By column update enabling you to click on names to send emails.
  • Navigation section enabling you to add new perspectives and access personal and shared perspective folders. We also enable you to collapse or expand the navigation section.
  • Search field enabling you to find items based on file name.
  • Status column that indicates if a perspective is locked or checked out.
We also:
  • Add toast confirmation messages for actions like deleting, creating, and saving.
  • Move the Snapshot Schedule in the perspective menu for easier access.
  • Redesign the dialogue for Share Perspectives.
Also, when you check out a perspective from the Shared folder, the Personal folder now opens with the checked out version.
To disable the new dashboards overview user interface, you must deselect the
Dashboards Overview
 check box on the Visual Preferences page in Administration.

Dashboards Viewer

Release: 2022-03-12
To improve the user experience, we redesign the viewer page for dashboards by providing new:
  • Chart drill down updates that include a title for each chart and layout improvements.
  • Looks for icons, hover text, dialogue boxes, and dashboard tabs.

Settings of the Consolidation Percentages Sheet

Release: 2022-03-12
In the Settings of the Consolidation Percentages Sheets in Modeling, we rename these fields:
  • System Account to Minority Interest Account.
  • Net Income Account to General Ledger Account.
We also update the tooltips to clarify the purpose of the fields.

Matrix Reports

Release: 2022-03-12
To provide a more seamless user experience, we update matrix reports in Adaptive Planning by:
  • Adding a new contextual menu that enables you to drill down and add notes.
  • Delivering a new toolbar that combines all relevant options and actions.
  • Enabling you to refresh the report without going back to the overview page.
  • Providing support for multiple report parameters that appear within the report viewer context, instead of on a separate page.
  • Removing the top panel and instead delivering an information panel on the right of the report.
When you access matrix reports using Internet Explorer 11, we continue to display the old user interface even if you enable the latest user interface updates for Matrix Report Viewer from Visual Preferences. Microsoft plans to retire Internet Explorer 11 in June 2022.

Accessibility

Release: 2022-03-12
We improve accessibility to help comply with the Web Content Accessibility Guidelines 2.1.
For assistive technology support with screen readers and magnifiers, we deliver:
  • High-contrast color.
  • Keyboard shortcuts.
  • Screen navigation with logical tabbing and alt text for images.
On high-use pages, we deliver a:
  • Matrix Report Viewer
  • Dashboard Overview
  • Dashboard Viewer
  • Workflow
We also add new keyboard shortcuts to the Matrix Report Viewer to provide accessible navigation.
The new dashboard viewer doesn't support the accessibility improvements in scorecards, sheets, dimension mappings, and crosstabs.

Remember Locations for Web Reports

Release: 2022-03-12
We now remember your locations when you navigate across the reports overview and reports pages. This includes:
  • After you navigate to the Home page and then click the browser Back button.
  • After you perform a search.
  • The folder where you accessed the report.
  • The paginated page you were on.
When you first sign in to reports, we automatically select the Favorites folder. Then, we select the report folder that you were last in.

Delay the New Interface Changes by Feature

Release: 2022-03-12
For convenience, we now enable you to delay the latest user interface changes by feature until the next release. This enables you to complete important business tasks in a familiar setting.
We deliver a new Apply Latest User Interface Updates check box on the Visual Preferences page in your general settings. We automatically select the new check box to enable these new features:
  • Dashboard Overview
  • Matrix Reports Viewer
  • Workflow
When you deselect the new check box to delay a feature until the next release, we revert the user interface to the state prior to the current release.

Workflow Page

Release: 2022-03-12
We update the Workflow page by:
  • Delivering a new navigation section, enabling you to access either your levels or your sheets.
  • Redesigning the user interface of the table that displays the levels, including new icons for every Workflow status.
  • Removing the Search tab. Instead, we now display the search results in the levels and sheets table area when you use the search bar.
Depending on if you select a level or sheet, we rename the Details panel to either:
  • Level Workflow Status
  • Sheet Workflow Status
We also:
  • Display links to email users on the Last Updated By column.
  • Display toast messages to confirm if your action was completed when you try to save, submit, approve, reject, or reset a note.
  • Provide a new look to the Level Workflow Status or Sheet Workflow Status panel, such as moving the Last Updated By field to the top. We also now display the panel only after you select a level or sheet.
To disable the new Workflow user interface, you must deselect the Workflow check box on the Visual Preferences page in Administration.

Process Guide

Release: 2022-03-12
With this update, we redesign the user interface of the task section in your Process Guide for reports, dashboard, workflow, and perspective task types. We also add:
  • More minimalistic Description and Notes tabs.
  • Rounded buttons on all dialogs.

Easier Source Sheet Selection for Merged Cube Sheets

Release: 2022-03-12
We deliver new check boxes that you can use to select source sheets in the Settings on merged cube sheets.

Dimension Mapping Tables on Dashboards

Release: 2022-03-12
We improve the navigation and context for dimension mapping tables on dashboards by now:
  • Paginating dimension mapping tables. Each page contains 50 rows.
  • Opening the last page when you create a row.
  • Taking you to the first page when there are errors.
  • Displaying an error message when you encounter an error.

Remove What's New Carousel Page

Release: 2022-03-12
We now remove the What's New page in Adaptive Planning. We also no longer show the What's New page as the initial page after a new release.
We also remove the:
  • Option to set the What's New page as a Home page. If the What's New page is set as your Home page, we automatically change your Home page to now display the Welcome page.
  • What's New option from the main navigation menu in Support tab.
Instead, you can access What's New documentation in the Workday Adaptive Planning Help Center.

Adaptive Planning Sign-in Page

Release: 2022-04-08
To improve the user experience, we redesign the Workday Adaptive Planning sign-in page by providing:
  • A new simplified layout.
  • New field and button names.
We also remove customer service and support numbers. We recommend you use the Workday Customer Center for customer service and support.