Training Videos

As part of our commitment to openness and transparency, we make numerous on-demand training videos available to customers, partners, and other parties interested in learning more about Adaptive Planning.

In addition, access to pre-recorded videos are available on the Adaptive Planning Community. To interact with the support team or ask questions of other users, please visit the Adaptive Planning Community.

Pre-recorded videos are listed below. Please note that these videos are large and may take a few minutes to begin playing.

Introduction to Adaptive Planning

• Adaptive Planning vs. Excel Describes how Adaptive Planning differs from spreadsheet-based planning systems. Recommended especially for those new to a relational database.
• Intro to Adaptive Planning Part One An overview of key terminology and concepts in Adaptive Planning. Part One topics include the structure of a plan, the different kinds of sheets, and workflow.
• Intro to Adaptive Planning Part Two Continuation of Part One. Overview of the functionality available only to administrators.

Training for Budget Managers

• Getting Started
  Designed for the novice user. Topics include how user access is defined, how to log into the application, using tabs to get around, and the different kinds of sheets.
• Using Sheets Part One
  Shows users the different ways that data can be entered on sheets. Part One topics include viewing standard sheets by account or by plan, how to tell which cells can be edited, and editing time period rollups.
• Using Sheets Part Two
  Continuation of Part One. Topics include the tool bar and right-click menus, splitting accounts into multiple rows, sheet notes, and using dimensions such as project to identify data.
• Using Modeled Sheets
  Describes how modeled sheets work, with examples of personnel, capital and sales sheets. Includes headcount splitting.
• Cell Explorer
  Describes how to use Cell Explorer to drill down into data to answer questions such as “Where did this number come from?”
• Work Flow
  Describes how as users complete their portions of the corporate plan, they can submit them for approval to their managers, until the entire plan is approved at the top of the company.
• Creating Formulas
  How to create formulas in cells on sheet, including how to use the Formula Assistant.

Training for Administrators

• Administration Overview
  Describes at a high level functionality available only to administrators. Includes building a model; managing sheets, managing users, using the Formulas Tab, and importing and exporting data.
• Overview of Accounts and GL Accounts
  An overview of all the account types, plus an in-depth look at general ledger accounts.
• Custom and Metrics Accounts
  An in-depth look at custom and metric accounts, which can be used for calculations and metrics outside of the P&L and Balance Sheet.
• Modeled Accounts
  An explanation of modeled sheets and their accounts.
• Using the Formulas Tab
  How to use the Formulas Tab to create formulas in many or all departments in one place.
• Import/Export
  How to import data into Adaptive Planning, and export data for use in other systems.
• Using Historical Data in Adaptive Planning
  How to view and modify actual data once it has been imported into Adaptive Planning from the general ledger.

Reporting Training

• Report Management
  A brief introduction to reporting, followed by folder management, shared reports and favorites.
• Matrix Reports
  A detailed look at how to create matrix reports. Includes comparison reports and repeating reports.
• Model Reports
  How to create reports which list data from modeled sheets.
• Report Templates
  How to attach Excel Templates to matrix reports, for additional formatting flexibility.
• Charts
  How to create charts and graphs from matrix reports. Includes line, pie and bar charts, and gauges.
• Pattern Reports
  How to create reports which show how a pattern spreads values from one account to another over time.
• Report Drill Down
  How to design reports to allow drill down into underlying detail.
• Report Properties, Formatting & Viewing
  Describes report properties such as output format; formatting columns and rows; and viewing reports in HTML, Excel, or PDF.

Free Trial Tutorial

To follow along with the exercises in this tutorial, please register for a free trial to obtain the requisite login to a free trial model, and the Excel files provided to complete the importing exercises.

• Free Trial Tutorial Part I.
  Import a sample plan tree, plan dimension, GL chart of accounts, and actual data. View the results on an Income Statement sheet.
• Free Trial Tutorial Part II.
  Learn about personnel sheets, and add a new headcount. Add a new assumption. Use the Formulas tab to link GL accounts to personnel calculations and create a headcount-driven expense formula. View results on Income Statement sheet.
• Free Trial Tutorial Part III.
  Create a new standard sheet, a new variance report, and a new user profile.