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Adaptive Planning
最終更新: 2023-06-23
概念: Excel Interface for Planning

概念: Excel Interface for Planning

Excel Interface for Planning
 は の機能とパワーを組み合わせます
Adaptive Planning
 Excel を使用した
インストールすると
Excel Interface for Planning
に接続するには、任意の Excel スプレッドシートを開き、
"Planning"
タブをクリックします。
Adaptive Planning
に保存されたデータを表示、入力、更新できます。
Adaptive Planning
。
Excel Interface for Planning リボン

Excel Interface for Planning
 機能

共有先
Excel Interface for Planning
 次の操作ができます。

重要な概念
Adaptive Planning

これらの基本的な概念は計画がどのように機能するかを知るのに役立ちます。

インスタンスとモデル

インスタンスは、フル機能を装備した計画エンティティを定義する構造コンポーネントの集まりです。
インスタンスは、インストールと呼ばれることもあり、科目、組織構造、バージョン、属性、特性、シート、権限、会計年度、インテグレーションの単一セットから構成されます。
Workday では複数の Planning インスタンスを持つことができます。
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).

Versions

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.

前提条件

前提条件は、自分の計画に数式を書き込むときにすべてのユーザーがアクセスできるグローバル値です。
前提条件はそのときどきで異なることがあり、異なるバージョンでは値が異なります。ただし、すべての組織、すべての科目で同じ値になります。
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.

組織

組織はビジネスの組織構造です。
たとえば、組織は部門、利益センター、コスト センター、または地理的地域を表します。
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.

シート

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.

有効化
Excel Interface for Planning
 インスタンス用

インストール後
Excel Interface for Planning
, Workday カスタマー センターでサポート ケースを作成し、インスタンスのアドインを有効にします。その後、ログインしてアドインの使用を開始できます。条件
Excel Interface for Planning
 がすでにインスタンスで有効になっている場合、ログインして、Excel リボンの
"プランニング"
タブからアクセスできます。