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Adaptive Planning
개념: Excel Interface for Planning

개념: Excel Interface for Planning

Excel Interface for Planning
 의 기능과 성능을 결합한
Adaptive Planning
Excel을 사용합니다.
설치 후
Excel Interface for Planning
- Excel 스프레드시트를 열고
계획
탭을 클릭하여 에 연결할 수 있습니다.
Adaptive Planning
에 저장된 데이터를 조회, 입력 및 업데이트할 수 있습니다.
Adaptive Planning
.
Excel Interface for Planning 리본

Excel Interface for Planning
 기능

사용
Excel Interface for Planning
다음을 수행할 수 있습니다.

주요 개념
Adaptive Planning

이러한 기본 개념은 계획의 작동 방식을 이해하는 데 도움이 됩니다.

인스턴스 및 모델

인스턴스
는 완전한 기능을 갖춘 계획 엔티티를 정의하는 구조적 구성요소 모음입니다. 인스턴스는
설치
라고도 하며, 계정, 조직 구조, 버전, 디멘션, 특성, 시트, 버전, 권한, 회계연도, 통합 등으로 이루어진 단일 세트로 구성됩니다. Workday에서는 여러 계획 인스턴스를 허용합니다.
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).

버전

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.

가정

가정
은
모든 사용자가 자체 계획에서 수식을 작성할 때 액세스할 수 있는 글로벌 값입니다. 가정은 시간 경과에 따라 달라질 수 있으며 버전마다 각기 다른 값을 가질 수 있지만, 모든 레벨 및 각 계정에서는 동일한 값을 가집니다.
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.

레벨

레벨
은 비즈니스의 조직 구조입니다. 예를 들어, 레벨은 부서, 수익 센터, 코스트센터 또는 지역을 나타냅니다.
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.

시트

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.

활성화
Excel Interface for Planning
인스턴스

설치 후
Excel Interface for Planning
- Workday Customer Center에서 지원 케이스를 오픈하여 인스턴스에 대해 추가 기능을 활성화합니다. 그런 다음 로그인하여 추가 기능을 사용할 수 있습니다. 조건
Excel Interface for Planning
이(가) 인스턴스에 대해 이미 활성화되어 있는 경우 로그인하여 Excel 리본의
계획
탭에서 액세스할 수 있습니다.