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Adaptive Planning
Last Updated: 2023-06-23
Improved Performance for Actuals Updates

Improved Performance for Actuals Updates

Preview Date: 2026-04-10. Production Date: 2026-04-10.
When you modify actuals, Workday now only recomputes values where necessary.

Business Benefits

By removing the need to fully recompute all reports and exports whenever actuals are modified, we improve the performance of your models. This is especially important as it reduces lag and wait times when multiple users are viewing reports at the same time.

Changes

With this release, when you import or save actuals on sheets, Workday now identifies the changed values and updates them without impacting other values. Previously, Workday discarded and recomputed all data in the version, regardless of which values were updated.
Workday will continue to complete a full recomputation when you complete these actions:
  • Modify metadata, such as modifying model structures. This includes metadata imports that occur in the same scheduled run of actuals imports.
  • Import foreign exchange rates.
  • Change consolidation percentages.
  • Use the
    Erase Data
    integration option. To prevent recomputation, you can use the Import Data integration option and select
    Enable Replace Mode
    instead.
  • Modify a base version of a report. This recomputes any virtual versions based on that report.
  • Select Make New Actuals Visible when you import actuals.
  • Access any instance of an actuals version tree configured with allocations or eliminations.
  • Open a report with many calculated accounts for the first time after you import it. Workday computes all calculations when the report is first opened, but will only update changed values in subsequent runs.

What Do I Need to Do?

Note: 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, we recommend you complete these actions to support the improved performance of actuals updates:
  • Run foreign rate exchange imports in its own process separate from the regular actuals import schedule. You can reduce the frequency of these imports as needed.
  • Reduce metadata changes during peak usage hours.
  • Use the Import Data integration option and select Enable Replace Mode to import data instead of the Erase Data integration option.
  • Run metadata imports and actuals imports as 2 separate scheduled jobs and ensure there’s enough of a loading time buffer between the two.