Sheets provide the interface to view and enter data in the model. They are akin to the concept of tabs within an Excel file. Users with Standard or System Administrator access may edit data within a sheet while only users with System Administrator access may set up sheets.

Income Statement

1. The purpose of this sheet is to provide users a summary view of revenue and expense data by Version and Level – for reporting purposes.

2. Sheet type: Standard

   1. Contains typical grids of accounts and time periods. Financial statements such as income statements or balance sheets are presented on standard sheets.

Sheet Design

1. A Workday Planning delivered sheet, the income statement provides a summary of revenue and expense by Version and Level.

   1. Versions fall into two categories: Actuals and Plan.
      1. Actuals contain the historical financial data relevant to the model. Users can create multiple Actuals versions in a child-parent structure with child actual versions rolling up to a single parent actual version. Potential use cases for multiple Actuals versions would be committed vs. spent dollars on personnel compensation.
      2. Plan versions will be created by Administrators with the correct provisioning.
   2. Levels are the organization structures of Workday Planning. The level structure for SNC represents the Organization hierarchy. Every data point represents an intersection of levels, versions, and accounts. The level hierarchy determines how the account data rolls up or calculates at each level.

2. The full list of Income, Expense, and Non-Operating Income accounts are available as drop-down options in the Income Statement sheet’s rows.

Version Selector

1. Versions fall into two categories within Workday Planning: Actuals and Plan.

2. To access the different Income Statement Sheet Versions, select the drop-down Versions list in the upper-right hand corner of the sheet.

Change Time View

1. By selecting Display Options, you may change your time view with the options: month, quarter, and year.
    
2. After selecting Display Options, you have the view options of selecting time view and suppressing rows if all zeros or blank.