Improved Performance for Actuals Updates

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.

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.

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.
Group all metadata imports together, and schedule them to run during off-peak hours before performing data imports.

We update the

What Do I Need to Do?

section of this release note now that the feature is generally available.

We also update this release note to include more information about how we merge imported data into Workday more efficiently.

For clarity, we also remove

Recomputation Scenarios for Actuals Update.pdf

from this release note.