Use AI to supercharge your financial analysis with Workday

Use AI to supercharge your financial analysis with Workday for Google Sheets

Workday for Google Sheets is a new add-on available in the Google Workspace Marketplace that connects Workday Adaptive Planning directly to Google Sheets and Slides. Deeply integrated with the AI-powered “Ask Workday” feature in Adaptive Planning, this add-on eliminates the need for manual CSV downloads. Financial analysts and business leaders can build dynamic reports, perform ad-hoc variance analysis, and maintain complete data integrity without leaving Google Sheets. Shorten planning cycles and surface strategic insights faster with key AI-driven features including:

Natural language summaries and variance analysis: Ask questions or use suggested prompts to get instant summaries, compare plan versions against actuals, and break down performance drivers across time periods and custom dimensions.
Automated anomaly detection: Automatically identify unexpected data points, outliers, and trend shifts across account hierarchies to quickly focus attention on critical variances.
Smart visualizations: View AI-generated charts and tables based on custom queries, switch visualization formats on the fly, copy findings into new spreadsheet tabs for further ad-hoc work, or export directly into Google Slides.
Dynamic ad-hoc reporting: Pull live Adaptive Planning accounts, dimensions, and time periods into Google Sheets, with the flexibility to rearrange elements and refresh reports at any time to reflect the latest model updates.

Workday for Google Sheets: Dynamic Ad-hoc Reporting

Ask Workday: Summarize this report

Getting started

Admins: Workday admins need to enable Workday for Google Sheets and Ask Workday for Adaptive Planning access in Adaptive Planning under Administration > Permission Sets, then confirm SSO and Tenant settings. Once complete, Google Workspace admins will go to the Google Workspace Marketplace and click on install for the appropriate users, groups, or organizational units. Visit the Help Center to learn more about installing marketplace apps for your organization.
End users: Once installed by their administrators, users can open any Google Sheet and click on Extensions > Workday for Google Sheets > Workday to sign in. Read any onboarding instructions from your Workday and Google administrators before building your first Adaptive Planning Report in Google Sheets.

Rollout pace

Rapid Release and Scheduled Release domains: Available now

Availability

Available to all Google Workspace customers, Workspace Individual subscribers, and users with personal Google accounts (Workday Adaptive Planning license required)

Resources

Workday: Unified Planning AI Capabilities
Workday: Install Workday for Google Sheets
Workday: Build Adaptive Planning Reports in Google Sheets
Workday: Use “Ask Workday” in Google Sheets
Google Workspace Marketplace: Workday for Google Sheets
Google Workspace Admin Help: Installing Marketplace Apps for your organization

Ask Workday: Detect anomalies

The Workday for Google Sheets add-on is a new integration available in the Google Workspace Marketplace that connects Workday Adaptive Planning directly to Google Sheets and Slides. By embedding the AI-powered “Ask Workday” feature natively within spreadsheets, it eliminates manual CSV data exports and allows financial analysts to run deep variance analysis using natural language. [1, 2, 3]

Key AI-Driven Features & Workflow Enhancements

Eliminate Manual Downloads: Establish a live, two-way connection to your centralized financial models rather than relying on static, error-prone data exports. [3, 4]
Natural Language Analysis (“Ask Workday”): Simply type conversational prompts to request report summaries, stress-test “what-if” scenarios, and compare planned metrics against actual results. [5, 6]
Automated Anomaly Detection: The integrated AI automatically reviews variance across time periods to instantly spot unusual data points and outliers. [6, 7]
Instant Presentation Readiness: Generate charts and tabular views directly from AI prompts, which can be moved across spreadsheet tabs or seamlessly exported to Google Slides. [6]

How to Get Started

To configure the integration, your organization’s Workday Administrator must first grant the necessary permissions inside Workday Adaptive Planning. Once enabled, users can install the plugin via the Google Workspace Marketplace Add-on Page and log in to sync live business logic. [4, 8]

If you would like to proceed with setting this up, let me know:

Do you currently have administrator access to both your Workday and Google Workspace tenants?
What specific financial models or reports (e.g., variance analysis, predictive forecasting) are you looking to automate first?

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