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Adaptive Planning
Last Updated: 2023-06-23
Steps: Explore Google Sheets Reports

Steps: Explore Google Sheets Reports

  • An existing Google Sheets report with Adaptive Planning data.
  • Security:
    Access to Workday for Google Sheets
    permission
You can use these options to explore the data in your report for add hoc analysis:
  • Expand and Collapse
  • Manage Hierarchy
  • Keep Only and Remove Only
You can use the
Reset
option in the Workday add-on to remove any expansions, managed hierarchies, formatting, or data that you add to your reports. This is helpful if you need to get the reports back to the original state.
  1. Expand parent elements to see the contributing child elements in the report.
  2. Manage the dimension hierarchies to see more or less data in the report.
  3. Keep or remove elements from existing expansions or managed hierarchies to see more or less data in the report.