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Adaptive Planning
Last Updated: 2026-08-14
Metric Account Formula Optimizations

Metric Account Formula Optimizations

Preview Date: 2026-08-15.
Workday Adaptive Planning now routes metric accounts with certain formula patterns to an optimized calculation path. The change applies to metric accounts whose formula has a discriminant that contains a dimension or dimension attribute=this.

Business Benefits

  • Improves performance by evaluating qualifying metric account formulas on an optimized calculation path.
  • Helps reports, sheets, and data exports that use these metric accounts complete faster.

Changes

  • Metric accounts where formulas include a discriminant that contains a dimension or dimension attribute=this now route to an optimized calculation path.
  • You can see expected number differences in these scenarios:
    • The requested dimensionality is now retained and specific rows for all dimension values, not only the dimension Uncategorized and dimension Rollup values are returned.
    • When you specify a level dimension in a metric account discriminant but that level dimension isn't present on the receiving cube, additional rows are returned when you query for the level dimension.

What Do I Need to Do?

If you use metric accounts with a dimension or dimension attribute=this discriminant:
  • Identify reports, sheets, dashboards, and data exports that reference those metric accounts.
  • Compare results for the two scenarios described in Changes.
  • Communicate any expected row or value differences to planners and integration owners as needed.

What Happens If I Do Nothing?

You don't need to change formulas or security. Affected reports and exports might show different rows or values in the scenarios described in Changes.