The Workday Planning and Analytics Innovation 2020R1 release focuses on enhancements in reporting, benchmarking, and analytics capabilities, aiming to simplify financial and human capital management through improved data visualization and user experience. Key innovations include new reporting functionalities, added benchmarking categories, and enhanced integration of adaptive insights providing better tools for planning and analysis. The presentation also addresses barriers to data-driven decision-making and highlights the importance of a unified system for business operations.

1. Workday Planning and Analytics Innovation
2020R1 Release

2. Will Rodger
Senior Product Marketing
Manager
Manogna Bhargav
Senior Product
Manager
Kerman Lau
Principal Product
Manager

3. Housekeeping Items
Help Slides Media Player Resource ListQ&A Speakers

4. This presentation may contain forward-looking statements for which there are risks, uncertainties, and
assumptions. If the risks materialize or assumptions prove incorrect, Workday’s business results and directions
could differ materially from results implied by the forward-looking statements. Forward-looking statements
include any statements regarding strategies or plans for future operations; any statements concerning new
features, enhancements or upgrades to our existing applications or plans for future applications; and any
statements of belief. Further information on risks that could affect Workday’s results is included in our filings with
the Securities and Exchange Commission which are available on the Workday investor relations
webpage: www.workday.com/company/investor_relations.php
Workday assumes no obligation for and does not intend to update any forward-looking statements. Any
unreleased services, features, functionality or enhancements referenced in any Workday document, roadmap,
blog, our website, press release or public statement that are not currently available are subject to change at
Workday’s discretion and may not be delivered as planned or at all.
Customers who purchase Workday, Inc. services should make their purchase decisions upon services, features,
and functions that are currently available.
Safe Harbor Statement

5. Agenda
Workday Confidential
Workday Planning and Analytics Overview
Latest Innovations from our 2020R1 Release
Demo: Plan, Execute, Analyze
Live Q&A

6. Analytics &
Benchmarking
Planning
Financial
Management
Spend
Management
Human Capital
Management

7. Analytics &
Benchmarking
Planning
Financial
Management
Spend
Management
Human Capital
Management

8. Navigating the Changing World
How do I respond to an
avalanche of immediate
ad hoc reporting
requests?
How can I model for a
dramatic range of
possible scenarios and
outcomes?
How do I provide deep
and relevant insights for
every business leader?

9. Barriers to Data-Driven Decision-MakingBarriers to Data-Driven Planning & Analysis
Data
Fragmentation
Talent
Scarcity
Data Privacy
and Security Culture
Cobbled
Systems

10. Cobbled Systems Don’t Solve the Problem
Operational &
Legacy Systems
HR and FIN Data Non-Workday Data
Spreadsheets
Data Management
CPM
Intelligent Applications

11. Workday Can Solve It
Operational & Legacy
Systems
HR and FIN Data Non-Workday Data
Spreadsheets Data Management CPMIntelligent Applications
Worksheets and
OfficeConnect
Analytic
Applications
Prism
Analytics
Adaptive
Planning

12. Finance and HR Expertise
Secure CompletePowerful
Workday Planning & Analytics Adds Unique Value

13. Customer Success
400+
Prism
Customers
5,000+
Adaptive Planning
Customers
Prism & Adaptive Planning
Joint Customers

14. Technology Simplification
Customer Value Drivers
Agility and Insight
Automation and Efficiency

15. What was in
our 2020R1
Release?
Workday Data-as-a-Service
Workday Adaptive Insights
Workday Reporting
Workday Prism Analytics

16. Innovation from Workday Reporting
Charting
Enhancements
Median and Percentile
Summarization Types
Global Summarization
Calculations
Dual Axis and
Combination Charting
Performance
Enhancements

17. • New summarization type available for
use in existing and new custom
reports to allow for reporting on
percentiles in Workday data.
2020R1: Workday Reporting
• Allows for more control over report
design and deeper insights.
Description
Benefit / Value
Percentile and Median Summarization

18. • Create single definitions of key
Human Capital Management and
Financial metrics and re-use them
throughout your Workday tenant.
2020R1: Workday Reporting
• Helps simplify calculation inventory
and makes for easier ongoing
maintenance
Description
Benefit / Value
Global Summarization Calculations

19. • New chart types available for use in
existing and new custom reports
2020R1: Workday Reporting
• Allows for more control over report
design and deeper insights via
enhanced visualization of data of
varying scales
Description
Benefit / Value
Dual Axis and Combination Charts

20. • Enhanced hover text response,
upgraded zoom controls, and several
other run time rendering UX
enhancements
2020R1: Workday Reporting
• Provides smooth and consistent
visual interactions and lays the
foundation for charting performance at
hyper scales
Description
Benefit / Value
Charting Enhancements
Hover Text Zoom Controls
Interaction
Patterns
User
Experience

21. Donut Chart Hover Text
Prior to 2020R1 2020R1
Metric at the center does not change based on the selected mark; instead a tooltip pops up.

22. Prior to 2020R1
Axis Header Labels

23. 2020R1
Axis Header Labels

24. Color Saturation
Prior to 2020R1 2020R1

25. • All new custom reports set to
“optimized for performance” by
default, with greater visibility into data
source type (e.g. indexed data
source, Prism data source, etc.)
2020R1: Workday Reporting
• Creates guardrails for performance
optimization in custom reports and
makes it easier to understand data
source selection
Description
Benefit / Value
Performance Enhancements

26. Innovation from Workday Data-as-a-Service
New Benchmark
Categories
Key Benchmarks
Added
Public Data
Sources
Power of One

27. • New benchmarking category offering
aggregated compensation data and
benchmarks for Base Pay and Total
Compensation across 220+ job
profiles.
2020R1: Workday Benchmarking
• Make recruitment, recognition and
reward decisions with greater insight
into market dynamics.
Description
Benefit / Value
Compensation Benchmarking

28. • New benchmarking category offering
aggregated time tracking data and
benchmarks regarding employee
absenteeism and overtime, as well as
time off and leave policies.
2020R1: Workday Benchmarking
• Support key productivity, staffing and
benefits decisions, all within Workday.
Description
Benefit / Value
Absence & Time Benchmarking

29. • New U.S. Veteran % benchmark in
the Diversity & Inclusion subcategory
enabling you to view the percentage
of your workers who self-identify as
U.S. military veterans.
2020R1: Workday Benchmarking
• Gain insight into workforce diversity
initiatives focused on the US military
veteran population.
Description
Benefit / Value
U.S. Veteran Benchmark

30. • New offering from Workday’s Data-as-
a-Service platform providing access to
data from the U.S. Census American
Community Survey for use in
Workday reports and dashboards.
2020R1: Workday Public Data
• Extends your existing analytics by
giving you up-to-date and maintained
external public data that is ready to
use out of the box.
Description
Benefit / Value
U.S. Census:
American Community Survey Dataset

31. Innovation from Workday Prism Analytics
Extending the Value
of Workday
Data Management and
Preparation
Discovery Boards
Enhancements
Power of One

32. Workday Prism Analytics Features Delivered
Data Catalog Filters
Lead & Lag Window More…
Facet Filters
Alerts with Prism Data
Orchestration (EA)
Field List Navigator
Min & Max Window
Functions
Row, Field & Cell
Level Security
Zoom & Pan on
Lineage
Cell Level Security
Sum & Average
Window Functions
Rank & Row Window
Functions
First & Last Window
Functions
Currency Support
Tables

33. • The ability to bring a multi-instance
field type into Prism Analytics, publish
it in a data source, and report on it in
Workday Report Writer.
2020R1: Workday Prism Analytics
• Strengthens Workday's Power of One
by ensuring Prism Analytics can
natively support the frequently used
HCM & Fins multi-instance field type.
Description
Benefit / Value
Multi-Instance Field Type Support

34. • Data errors can be visually traced
directly to the specific step where the
errors occurred in the data lineage
lifecycle.
2020R1: Workday Prism Analytics
• Users gain more control, realize
efficiencies, and have increased
auditability when building and
publishing datasets.
Description
Benefit / Value
Errors in View Data Set Lineage

35. • An entirely new user experience for
Discovery Boards; visualizations on a
sheet now snap to a grid, and filter
controls are greatly expanded with a
long list of operators.
2020R1: Workday Prism Analytics
• Snap-To Grid Makes it simpler for
users to organize the layout of their
Discovery Board, and operator-based
filters enhance ease of use and
efficiency when analyzing data.
Description
Benefit / Value
Discovery Board Enhancements

36. Innovation from Workday Adaptive Insights
Next Generation UXCompany-wide Planning Best in Class Modeling
Power of One

37. • Planning sheets and visualizations on
one dashboard; enter data and
visualize the results with an easy to
use interactive interface.
2020R1: Workday Adaptive Insights
• Allows business users to fully
participate in the planning process
Description
Benefit / Value
Active Dashboards

38. • Pre-packaged models based on best
practices for strategic workforce
planning, annual headcount planning
and operational capacity planning.
2020R1: Workday Adaptive Insights
• Increases customer time to value with
formalized processes and controls,
enabling more informed staffing
decisions
Description
Benefit / Value
‘Out-of-the-Box’ Planning Models

39. • Advanced workflows to manage
complex planning processes; easily
assign a task to a group of users and
coordinate the task between them.
2020R1: Workday Adaptive Insights
• Increase participation and
collaboration in the planning process
with simplified distribution and
coordination of activities.
Description
Benefit / Value
Process Management: Group Assignment

40. • Headcount and FTE values can be
published directly to a Workday
headcount plan, with the ability to
create new positions all within the
plan.
2020R1: Workday Adaptive Insights
• Share Headcount and FTE statistics
to the larger Finance and HR
organization for reporting and analysis
all within Workday.
Description
Benefit / Value
Publish Headcount Plan

41. • Create and maintain Adaptive Insights
planning users from within Workday
2020R1: Workday Adaptive Insights
• Secure all user access from one place
Description
Benefit / Value
Synchronize User Accounts

42. • Adaptive Insights notifications can be
pushed to a worker’s inbox in
Workday with a direct link to any tasks
that need to be completed.
2020R1: Workday Adaptive Insights
• Users have one inbox to receive all
notifications across Workday.
Description
Benefit / Value
Adaptive Insights Notification in Workday

43. • The ability to control access to
individual accounts on modeled
sheets, including columns that are
associated with those accounts
2020R1: Workday Adaptive Insights
• Restrict sensitive data to a subset of
users while making sheets available
to a broader audience, enabling more
users to participate in the planning
process without compromising
security.
Description
Benefit / Value
Enhanced Security on Modeled Sheets

44. Key Takeaways
1
Workday enables customers to
plan, execute and analyze –
all in one system
With Workday, everyone is
looking at the same data –
no more reconciliation
Workday’s planning and analytics
offerings provide a secure,
powerful and complete solution
2 3

45. Jason Thorp
Senior Solution Consultant

46. DEMO
Plan, Execute, Analyze

47. Thank you for joining us!
Our Series is Expanding.
Join us in these upcoming sessions:
Thursday, April 9 at 10:00 a.m. Skills Set the Stage for the Latest Innovations in Workday HCM
Tuesday, April 21 at 10:00 a.m. Agile at Scale: How Leading Technology & Media Firms Drive
Profitable Growth Through Workday
Thursday, April 23 at 10:00 a.m. Mapping Your Planning Journey with Adaptive Insights
Tuesday, April 28 at 10:00 a.m. Next-Gen Architecture – The Backbone of Digital Business Models
Tuesday, May 5 at 10:00 a.m. Best Practices for Scenario Planning and Remote Financial Close

48. Q & A