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Adaptive Planning
Last Updated: 2026-05-08
Build Adaptive Planning Reports in Google Sheets

Build Adaptive Planning Reports in Google Sheets

In the Workday add-on, use the Report Builder sidebar to build reports. You can add elements to rows, columns, and filters to organize the data. When you refresh, the report displays Adaptive Planning data in a Google sheet. You can keep updating the report in the Report Builder by:
  • Adding more elements to the rows, columns, or filters. To navigate and select elements from the element hierarchy, you can these keyboard keys:
    • Shift plus click to select multiple elements.
    • Up or down arrow keys to go up or down the hierarchy.
    • Right-arrow key to expand a parent element.
    • Left-arrow key to collapse a parent element.
  • Rearranging the elements within or across rows, columns, and filters.
  • Adding segments on rows and columns to organize or group the elements differently. This enables you to create more complex reports and have more control over how the data displays in the spreadsheet report. Segments are automatically numbered and you can move them within or across rows or columns. You can add a maximum of 10 segments in a single report.
Based on the elements that you select in the builder, only applicable options display.
Every report requires at least a time element and an account element. Based on your instance access, Workday for Google Sheets automatically applies these elements to the report:
  • Level, Currency, and Version as filters.
  • Time as a column.
The default time column in the report spans the time periods with data for the default version in your instance.
  1. From the Google sheet toolbar, click
    Extensions
    Workday for Google Sheets
    Workday
    . The Workday add-on displays.
  2. Click
    Build Report
    .
  3. Search for or expand and select the GL accounts or other elements that you want to add to your report. Click
    Add
    .
  4. Click
    Refresh
    to update the spreadsheet with the report data.
  5. (Optional) To reorder elements within or across rows, columns, filters, click and drag using the drag handle. You can only drag the element type (not the element itself). The element moves along with the element type.
    Example: To move Budget 2025 from
    Filters
    to
    Columns
    , drag-and-drop the
    Version
    element type under
    Columns
    .
  6. (Optional) To add segments on rows or columns:
    1. Click
      Add
      (plus icon) and select
      Segment
      .
    2. Use the
      plus
      ( +) button on the new segment to add the elements that you want on that segment.
    3. Click
      Refresh
      to see the changes in the spreadsheet report.
  7. (Optional) To add filters to the report:
    1. Under
      Filters
      , click
      Add
      . A prompt displays the available element types.
    2. Select an element type such as Version.
    3. Select elements you want to add as filters (Actuals, Budget 2025). Click
      Add
      .
  8. (Optional). To delete an element from the report, hover on it and then select
    Delete
    from the
    More Actions
     menu.