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Adaptive Planning
Last Updated: 2026-05-08
Change Existing Reports

Change Existing Reports

  • An existing Google Sheets report with Adaptive Planning data.
  • Security:
    Access to Workday for Google Sheets
     permission
To update existing reports, you can rearrange the reporting elements in the report builder. You can move element groups and element types to rearrange them:
  • Across rows, columns, or filters.
  • Within rows, columns, or filters.
When you refresh, the report data displays as per the new layout.
You can also duplicate existing reports to create new ones by copying a sheet to a new sheet in the same workbook. The new report includes all the elements and metadata from the exiting report including:
  • Expand states of elements
  • Managed hierarchies
  • Relative times
  • Adaptive planning instance
  1. Open an existing Google Sheets report or create one.
  2. From the Google Sheets toolbar, click
    Extensions
    Workday for Google Sheets
    Workday
    . The Workday add-on displays.
  3. In the Report Builder, select the element type for the element group that you want to rearrange.
    Example: To move levels from the
    Filters
    area to the
    Rows
    , select
    Levels
    .
  4. Click and drag using the handle that displays to the left of the element type. The entire element group for the element type moves to the new location.
    Example: You can drag and move the Levels element type and its groups of level elements from the Filters to the Rows.
  5. (Optional) Rearrange the element group above or below other existing items in the report.
  6. Refresh the report to see the latest changes in the spreadsheet.