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Documentazione
Adaptive Planning
Concetto: Interfaccia Excel per la pianificazione

Concetto: Interfaccia Excel per la pianificazione

Excel Interface for Planning
 combina la funzionalità e la potenza di
Adaptive Planning
 con Excel.
Dopo l'installazione
Excel Interface for Planning
, è possibile aprire qualsiasi foglio di calcolo Excel e fare clic sulla scheda
Pianificazione
a cui connettersi
Adaptive Planning
, in modo da poter visualizzare, immettere e aggiornare i dati in esso archiviati
Adaptive Planning
.
Barra multifunzione Excel Interface for Planning

Excel Interface for Planning
 Funzionalità

Con
Excel Interface for Planning
 è possibile:

Concetti chiave per
Adaptive Planning

Questi concetti di base consentono di comprendere il funzionamento della pianificazione.

Istanza e modello

Un'
istanza
è l'insieme di componenti strutturali che definiscono un'entità di pianificazione completamente funzionale. A volte chiamata
installazione
, un'istanza è costituita da un unico insieme di conti, struttura organizzativa, versioni, dimensioni, attributi, fogli, autorizzazioni, esercizi fiscali e integrazioni. Il sistema consente più istanze di pianificazione.
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).

Versioni

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.

Presupposti

Un'
ipotesi
 è un
valore globale accessibile a tutti gli utenti quando scrivono formule nei propri piani. Le ipotesi possono variare nel tempo e avere valori diversi in versioni diverse, ma avranno lo stesso valore a tutti i livelli e in tutti i conti.
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.

Livelli

I
livelli
 sono le strutture organizzative dell'azienda. Ad esempio, i livelli rappresentano reparti, centri di profitto, centri di costo o aree geografiche.
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.

Fogli

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
Excel Interface for 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
Excel Interface for 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
Excel Interface for 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.

Abilita
Excel Interface for Planning
 per l'istanza

Dopo l'installazione
Excel Interface for Planning
, aprire un ticket di supporto nel Workday Customer Center per abilitare il componente aggiuntivo per l'istanza. Successivamente è possibile accedere e iniziare a utilizzare il componente aggiuntivo. Se
Excel Interface for Planning
 è già abilitato per l'istanza, è possibile accedere e accedervi dalla scheda
Pianificazione
della barra multifunzione di Excel.