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Adaptive Planning
Last Updated: 2026-05-15
Workday for Google Sheets

Workday for Google Sheets

Preview Date: 2025-11-21. Production Date: 2026-09-19.
With this release, we introduce Workday for Google Sheets™, a new add-on available in the Google Workspace Marketplace that enables you to connect directly to your Workday Adaptive Planning data within Google Sheets. This integration also includes Ask Workday for Adaptive Planning (Ask Workday), an AI-powered feature that lets you ask questions about your data in natural language.

Business Benefits

This feature streamlines your planning and reporting processes by enabling you to:
  • Work with live Adaptive Planning data in the familiar, collaborative environment of Google Sheets, reducing the need to switch between applications and manually export data.
  • Use Ask Workday to quickly analyze your data, uncover key trends, and spot anomalies without needing deep technical expertise.
  • Easily create and share reports within Google Workspace and export AI-generated summaries and charts directly to Google Slides or PowerPoint to build presentations faster.
  • Use the Writeback capability to make planning updates directly from Google Sheets. You can modify the data using familiar functions like formulas and copy-paste before submitting it back to Adaptive Planning.

Changes

You can now:
  • Use a new sidebar in Google Sheets to build reports by adding accounts and other dimensions to rows, columns, and filters. You can rearrange elements using drag-and-drop and refresh to pull the latest data from Adaptive Planning.
  • Explore data hierarchies directly on the report without changing the report definition. You can expand parent elements to see immediate children, all descendants, or only leaf-level members.
  • Apply hierarchy rules to parent elements in the report builder to consistently see the custom hierarchy across the entire report.
  • After expanding an element, select specific members to keep or remove from the report, creating a custom view.
  • Add multiple segments to group and organize different reporting elements such as accounts and levels within a single report. Currently you can add a maximum of 10 segments.
  • Add formatted text to your Google sheets. The formatting persists even after you refresh the reports.
  • Write back data changes directly from supported cell intersections to your Adaptive Planning instance. Audit trails tracks these updates.
  • Analyze your reporting data using Ask Workday. You can use freeform questions or suggested prompts
  • Use these permissions to control access:
    • Access Workday for Google Sheets
    • Access Ask Workday for Adaptive Planning

What Do I Need to Do?

To request this feature, contact your Named Support Contact (NSC) to submit a Workday Customer Care request. After confirming that you're eligible, we'll enable the feature.
After the feature is enabled, administrators and users must complete these steps:
For Google Workspace and Adaptive Planning administrators:
  1. Install the Add-On: A Google Workspace administrator must first add Workday for Google Sheets to the allowlist in the Google Workspace Marketplace and then install it for the appropriate users or organizational units.
  2. Assign Permissions: In Adaptive Planning, go to
    Administration
    Permission Sets
    . Edit the relevant permission set and select the checkboxes for
    Access Workday for Google Sheets
     and
    Access Ask Workday for Adaptive Planning
     to grant users access.
For end users:
  1. Open the add-on: In a Google sheet, go to
    Extensions
    Workday for Google Sheets
    Workday
     .
  2. Add your tenant:
    1. Click
      Add Tenant
       and select either
      Adaptive Planning
       (for standalone instances) or
      Adaptive Planning via Workday
      .
    2. Enter the required details, such as the tenant name, API endpoint URL, and Authorization URL provided by your administrator.
  3. Sign in: After saving the tenant, select it from the list and click
    Sign In
     to connect to your Adaptive Planning data.

What Happens If I Do Nothing?

If you do nothing, the Workday for Google Sheets add-on will not be available to users in your organization. Users will not be able to build reports in Google Sheets, use the writeback functionality, or access Ask Workday for Adaptive Planning.

Change Log

Multiple Segments for Report Organization
You can add multiple segments to group and organize different reporting elements such as accounts and levels within a single report. Currently you can add a maximum of 10 segments.
Persist Report Formatting
You can add formatted text to your Google sheets. The formatting persists even after you refresh the reports.
Editable Charts in Google Slides
When you use the
Export as Google Slides
 option to download summaries, tables, and charts to a Google slide deck in your Google drive, we now:
  • Download all responses by default.
  • Enable you to edit the text or the charts on the slides using native Google slides functionality.
  • Update a chart in Google Slides when you edit the same chart in Google Sheets.
Support for Keyboard Keys
When building reports, you can now use these keyboard keys to navigate and select elements from the element hierarchy:
  • Shift plus click to select multiple elements.
  • Up or down arrow keys to go up or down the element hierarchy.
  • Right-arrow key to expand a parent element.
  • Left-arrow key to collapse a parent element.
Duplicate Report
To create new reports, you can duplicate existing reports by copying a sheet to a new sheet in the same workbook.
The new report includes all the elements and metadata from the exiting report including:
  • Expand states of elements
  • Managed hierarchies
  • Relative times
  • Adaptive planning instance
Updated Production Date
We update the production date.
Workday for Google Sheets
We correct this note to inform you that this feature is currently released as limited availability. Accordingly, we have updated the
What Do I Need to Do?
 section to include information about how to request the feature.