Adaptive Planning User Experience

To improve the user experience, we update the Workday Adaptive Planning banner on all pages by:

Adding a new header navigation icon.
Displaying the full breadcrumb names, instead of truncating them.
Enabling all users to access visual preferences and add a customer logo. Customer logos display next to the navigation icon.

See: Concept: Navigation Quick Tour.

To improve the user experience, we remove the Workday Adaptive Planning footer on all pages, except for sheets. On sheets, we update the current footer to display currency information and access to keyboard shortcut information.

See Concept: Sheets Quick Tour.

To improve clarity for custom dimension imports, we rename the Reload Entire Dimension(s) import option to Reload.

See: Import Dimensions and Dimension Values.

We improve accessibility on sheets to help support the Web Content Accessibility Guidelines 2.1.

We provide this assistive technology support with screen readers and magnifiers:

High-contrast color.
Keyboard shortcuts.
Screen navigation with logical tabbing and alt text for images.

For all sheet types, we provide assistive technology support with screen readers and magnifiers in new drop-down menu trees on:

Cell notes.
Sheet notes.
The Filter Rows tab on the Display Options.
The toolbar at the top of your sheet.

For all sheet types, we also provide assistive technology support with screen readers and magnifiers on new drop-down menu trees when you:

Apply a breakback method.
Change dimensions.
Copy downward or forward.
Open and drill down on sparkline graphs.
Right-click on a cell, row header, or column header.

See Reference: Accessibility in Adaptive Planning.

We improve accessibility to help support the Web Content Accessibility Guidelines 2.1.

We deliver this assistive technology support with screen readers and magnifiers:

Keyboard shortcuts.
Screen navigation with logical tabbing and alt text for images.

We provide this accessibility functionality on high-use pages in Modeling:

Currencies.
Dimensions.
Formula Validation.
Modeling Overview.
Level Assigned Sheets Overview.
User Assigned Sheets Overview.
Version Admin Page, except for the version list navigation tree.
View Dependencies window, accessed from the General Ledger Accounts and Levels page.

We also provide this accessibility functionality on high-use pages in Administration:

Administration Overview
Profile and Preferences

We improve accessibility on dashboards to help support the Web Content Accessibility Guidelines 2.1.

In dashboards edit mode, we provide assistive technology support with screen readers and magnifiers on all:

Charts.
Menus and drop-downs.
Tabs and panels.

We also now add:

A new actions menu for Text on dashboards that includes Copy and Delete options.
Move Up and Move Down options in the conditional formatting action menus.
Rename, Move Left, and Move Right options in the Dashboard actions menu.

We display these new icons when you add and edit charts on dashboards:

Accounts
Appearance Settings
Charts
Collapse
Data Settings
Expand
Time Settings

If you purchased and enabled Sales Planning, we now display a New Version button in the Versions drop-down menu on sheets.

For faster navigation and access to relevant content, we now enable you to search matrix report content including:

Account names.
Dimensions.
Values.
Notes.

You can only search for data that's visible on the report. We don't enable you to search for content in footnotes or content that requires drilling into the report.

The search only supports values where the sequence matches exactly. Example: To search for 16,767, the user must type it in with the comma delimiter.