Exporting Data in Workday Adaptive Planning

Occasionally, you might find the need to export data out of Workday Adaptive Planning. The first option of Manual Export is well known to most users. However, there are certain limitations to it. This brings us to a lesser known alternative – the “Matrix Report” – that is worth understanding. We explain why and how to do these. You can also read instructions on our blog here: https://qmetrix.com.au/exporting-data-out-of-workday-adaptive-planning/ 00:00 Intro 00:25 Options to export data 00:45 Manual Export method 04:10 Downsides to manual exporting 04:30 Matrix Report method 07:22 Setting report properties for exporting 09:20 Exporting to Excel 10:05 Changing elements in the data report Don't miss any of these video tips. We post them regularly on LinkedIn. Follow us at linkedin.com/company/qmetrix-consulting ------- ABOUT WORKDAY ADAPTIVE PLANNING Workday Adaptive Planning (formerly known as Adaptive Insights) is a market-leading cloud enterprise planning solution that enables finance teams to plan more accurately and dynamically, driving better business decisions. ABOUT QMETRIX QMetrix is a Certified Platinum Solution Provider and Preferred Accredited Partner of Workday Adaptive Planning. We provide professional advisory services that empower our clients to operate with the agility needed in today’s business environment. We serve clients across Australia, New Zealand and South East Asia, providing end-to-end solutions from analysis to design and delivery. To discover how we can help, visit qmetrix.com.au/technology/workday-adaptive-planning