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Documentación
Adaptive Planning
Última actualización: 2023-06-23
Concepto: interfaz de Excel para Planning

Concepto: interfaz de Excel para Planning

Interfaz de Excel para Planning
 combina la funcionalidad y el poder de
Adaptive Planning
 con Excel.
Una vez que haya instalado
Interfaz de Excel para Planning
, puede abrir cualquier hoja de cálculo de Excel y hacer clic en la ficha
Planning
para conectarse a
Adaptive Planning
, para que pueda consultar, introducir y actualizar los datos almacenados en
Adaptive Planning
.
Cinta de Excel Interface for Planning

Interfaz de Excel para Planning
 Capacidades

Con
Interfaz de Excel para Planning
 puede:

Conceptos clave para
Adaptive Planning

Estos conceptos básicos le ayudarán a comprender cómo funciona la planificación.

Instancia y modelo

Una
instancia
es el conjunto de componentes estructurales que definen una entidad de planificación completamente funcional. Denominada a veces
instalación
, una instancia consta de un solo conjunto de cuentas, estructura de la organización, versiones, dimensiones, atributos, hojas, permisos, ejercicios contables e integraciones. Workday permite varias instancias de planificación.
Think of your
instance
as how your business exists within
Adaptive Planning
. It includes all your company's actuals and planning versions and all the related data, levels, and so on. The
model
of your instance refers to the building blocks, (the accounts, levels, assumptions and formulas).

Versiones

There are 2 types of versions: actuals and plan versions. Actuals display real numbers of sales and costs that have already happened. Most instances have 1 root actuals. Your actuals can have more than 1 sub-version. Sub-versions roll up to the root actuals.
Plan versions contain forecasted or budgeted data. You can have more than 1 plan version.

Supuestos

Un
supuesto
 es un
valor global al que pueden acceder todos los usuarios al escribir fórmulas en sus propios planes. Los supuestos pueden variar a lo largo del tiempo y tener distintos valores en diferentes versiones, pero mantendrán el mismo valor en todos los niveles y en cada cuenta.
Assumptions are often associated with user-assigned sheets. These sheets let you see and update data to which you normally do not have access. For example, expenses from the IT department are allocated to all other departments based on the number of computers in each department. The IT manager does not have access to enter data in departments outside of IT. With a user-assigned sheet, the IT manager can enter the number of computers for each departments. The data can be used to calculate the IT allocation.

Niveles

Los
niveles
 son las estructuras organizativas de su empresa. Por ejemplo, los niveles representan departamentos, centros de beneficios, centros de costos o regiones geográficas.
Level access is the primary way your admin controls which users can see which data. The levels a user has permission to see dictates the data they can view and update. Levels also help you filter data displayed on sheets.

Hojas

Data Interface
Adaptive Planning
 stores information, such as general ledger actuals, forecasts, personnel information and budgets.
Sheets
provide the interface for you to view, enter and update that data. With
Interfaz de Excel para Planning
, you access the online sheets through Excel.
Values and Calculations
Values you see in a sheet may be calculated with data that is not displayed on the sheet. Likewise, data you enter or calculate in a sheet can affect values displayed in other sheets.
Adaptive Planning
 formulas can only be entered online. They are either embedded in the sheet's cell by an admin or you can enter the formulas yourself. You can also just enter data without calculations. In
Interfaz de Excel para Planning
, you can tell that a value is calculated with an
Adaptive Planning
 formula when the text is italicized and you can drill down to see how it was calculated.
You can't enter
Adaptive Planning
 formulas with
Interfaz de Excel para Planning
 for your sheet, but you can use Excel formulas to calculate data. Although the end value is saved the online sheets, the formula you used will not be saved. You can add them to a cell note instead.
Sheet Access
Sheets or portions of sheets can be restricted, so you may not have access to all sheets within your organization. Or, you may see a sheet, but you may not see the rows or columns that other users can see on the same sheet. Or you may see the columns and rows and their data, but you cannot edit the cells. For example, a sales-related user may have access to the sheet's expenses, travel, and other sales-related data, but not the data used by the marketing department.
If you think you should be able to enter or edit data that appears locked, be sure you are accessing the correct version and the correct level of the sheet. If the problem persists, get clarification with your admin on your user permissions.

Activar
Interfaz de Excel para Planning
 para su instancia

Después de la instalación
Interfaz de Excel para Planning
, abra un caso de asistencia en el Centro de atención al cliente de Workday para activar el complemento en su instancia. Después de eso, puede iniciar sesión y comenzar a usar el complemento. Si
Interfaz de Excel para Planning
 ya está activada para su instancia, puede iniciar sesión y acceder a ella desde la ficha
Planning
de la cinta de opciones de Excel.