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Adaptive Planning
Conceito: Excel Interface for Planning

Conceito: Excel Interface for Planning

Excel Interface for Planning
 combina a funcionalidade e o poder do
Adaptive Planning
 com Excel.
Depois de instalar o
Excel Interface for Planning
, você pode abrir qualquer planilha do Excel e clicar na guia
Planning
para se conectar ao
Adaptive Planning
, para que você possa visualizar, inserir e atualizar os dados armazenados no
Adaptive Planning
.
Faixa do Excel Interface for Planning

Excel Interface for Planning
 Recursos

Com
Excel Interface for Planning
 você pode:

Conceitos-chave para
Adaptive Planning

Esses conceitos básicos ajudam a entender como funciona o planejamento.

Instância e modelo

Uma
instância
é a coleção de componentes estruturais que define uma entidade de planejamento totalmente funcional. Às vezes chamada de
instalação
, uma instância consiste em um único conjunto de contas, estrutura organizacional, versões, dimensões, atributos, planilhas, permissões, exercícios fiscais e integrações. O Workday permite várias instâncias de planejamento.
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).

Versões

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.

Suposições

Uma
suposição
 é um
valor global que pode ser acessado por todos os usuários que criam fórmulas em seus próprios planos. As suposições podem variar ao longo do tempo e conter valores diferentes em versões distintas, mas terão o mesmo valor em todos os níveis e em cada conta.
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.

Níveis

Os
níveis
 são as estruturas organizacionais da sua empresa. Por exemplo, os níveis representam departamentos, centros de lucro, centros de custo ou regiões 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.

Planilhas

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.

Habilitar
Excel Interface for Planning
 para sua instância

Após a instalação
Excel Interface for Planning
, abra um caso de suporte no Workday Customer Center para habilitar o complemento em sua instância. Depois disso, você pode fazer logon e começar a usar o suplemento. Se
Excel Interface for Planning
 já está habilitado para sua instância, você pode se conectar e acessá-lo na guia
Planning
na faixa do Excel.