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Adaptive Planning
Last Updated: 2023-06-23
Support for Multiple Reporting Models

Support for Multiple Reporting Models

Preview Date: 2025-08-16. Production Date: 2025-09-20.
With this release, for OfficeConnect for Financial Management, Workday enables you to create up to 3 different reporting models.
Watch the video:
2m 40s

Changes

  • We rename the:
    • Set Up Financial Reporting and Analytics Data Model
      domain to
      Set Up Reporting Model
      domain.
    • Set Up Financial Reporting and Analytics Data Model
      task to
      Set Up Reporting Model
      task.
    • View Financial Reporting and Analytics Data Model
      report to
      View Reporting Model
      report.
  • You can:
    • Create or edit up to 3 different reporting models.
    • Provide a name and description for each reporting model.
    • Set the reporting model as the default, which will be used first for new workbooks.
  • We provide these new administrative tasks:
    • Copy Reporting Model
    • Delete Reporting Model
  • You can now use the existing
    Clear Financial Reporting Caches
    task to clear specific or all reporting model caches

Business Benefits

You can have different models for different groups in your organization with different dimensionality for financial analysis.

What Do I Need to Do?

  • To create or edit reporting models as required for different groups in your organization, use the
    Set Up Reporting Model
    task.
  • To copy a reporting model, use the
    Copy Reporting Model
    task and select a model to copy.
  • To delete a reporting model, use the
    Delete Reporting Model
    task and select a model to delete.

What Happens If I Do Nothing?

You'll see no changes in Workday if you don't create additional reporting models.

Deployment Considerations

Object Transporter 2.0 supports moving models one at a time using reference IDs. Existing reference IDs in the target tenant will get updated and new ones created.

Change Log

Feature Available in Preview
We update the Preview date for this feature. We also update the Tenant Status from Reversion to now Preview.
Feature Removed from Production Tenants
We revert this functionality from Preview and Production tenants.
Reversal Date: 2025-05-16.