Planning Agent: Data Exploration
Preview Date: 2026-02-07. Production Date: 2026-03-14.
This feature is only available to Planning Agent customers in the U.S., Canada, Europe, and Singapore. For more information about the Planning Agent, contact your Account Executive.
We expand the Planning Agent: Data Exploration (Data Exploration) skill to support deep data exploration throughout the application. Users can now ask natural language questions to summarize data, detect anomalies, compare versions, and instantly generate visualizations. This feature transforms static data into conversational insights, allowing users to query data both within their current view and across the broader model.
Business Benefits
This feature:
- Enables financial planners and analysts and other business users to quickly surface insights, understand variances, and get immediate answers to business questions. They can do this directly from their standard, cube, and model sheets.
- Enables users to perform analyses without having to manually build reports or export data for analysis. This streamlines workflows and enhances efficiency.
- Reduces the risk of mis-analysis through manual reviews. Data highlights and anomalies are automatically surfaced.
- Facilitates faster, more strategic decisions by uncovering critical information and suggesting next steps.
- Makes advanced planning tools intuitive, conversational, and accessible to all skill levels. The feature improves overall productivity and user adoption within the organization.
- Enables users to access and analyze data that might not be directly visible on the active sheet, including data from other versions (such as budgets) or time periods. They can do comprehensive comparisons and variance calculations.
Changes
Data Exploration:
- Is now available anywhere that you can see Ask Workday including standard, model, and cube sheets.
- Supports ranking and grouped aggregations directly within Ask Workday. For example, "What is the average salary by department?"
What Do I Need to Do?
To use the Data Exploration skill, an administrator must assign the
Ask Workday for Adaptive Planning
permission to users.What Happens If I Do Nothing?
If the required permission isn't assigned, users won't be able to use the Data Exploration skill from Ask Workday.
Change Log
Planning Agent: Data Exploration
We updated the product description and the
Changes
section for accuracy.