How to Edit Data in Cells in Workday

1. Select a white or blue cell or highlight a range of cells (gray cells are not editable).

2. Choose a data entry method:

a. Enter data into a single cell > press enter.

b. Enter data into the formula bar > select the green checkmark.

1. Formulas in cells provide the ability to automate calculations, build values from drivers, and create complex interrelations among accounts.

c. Use Copy/Paste functionality.

1. Copy rules: gray, blue, or white cells with numerical data, formulas, dates, text, and drop-down values are able to be copied
2. Paste rules: any white or blue cells. Read-only cells cannot be pasted into. In drop-downs, the pasted value must be an available option in the drop-down.

d. Copy Forward.

1. Copy forward is a right-click action. It copies data from one or more cells into consecutive cells across the sheet.
2. Once in a sheet, select a cell / range of cells.
3. Right-click and select Copy Forward > Copy to End.
4. This function is like the Excel function of dragging the bottom-left of a cell to a range of cells to extend a formula or number sequence.

e. Adjust ranges of data.

1. Adjust is a right-click action in all sheets that allows you to increase/decrease the overall value of a range of cells.
   1. Distribute Adjustment: takes the value you enter and distributes it to the current values of the cells either proportionally or evenly.
   2. Apply individually: decreases/increases the adjustment to each cell by percent or value.
   3. Used to correct overages or deficits. For example, your estimated quarterly budget is over by $1,000. Select all the cells in the account row for the quarter and adjust by -$1000.
2. Select a cell, right-click and select Adjust.
3. Choose a radio button.
   1. To distribute adjustments proportionally or evenly, enter a negative or positive integer.
   2. To adjust individually, select Decrease or Increase, enter a positive integer, and select Value or Percent (%).
   3. Select OK and Save your sheet.

f. Enter rollup values (blue cells) and break the value back into the contributing cells.

1. A rollup sums or averages the values of entries according to a pre-set structure. Rollup cells represent the rollup value of time, accounts, dimensions, or levels.
2. The breakback function in Workday Planning is a set of rules used to spread a value entered in a time rollup back into the time units within the rollup.
3. Check the rollup calculation type, enter a value in a blue cell and press Enter, choose a method: breakback proportionally, breakback evenly, breakback proportionally using prior year, select Apply, and save your sheet.

g. Use Sparklines.

1. Sparklines offer a quick view of the trends associated with account values on cube sheets. When turned on, they appear in the first column of the sheet.
2. From the navigation menu, select Sheets or Assumptions and the specific sheet you would like to open.
3. Once a sheet is opened, select a Version/Level.
   1. Select Display
   2. Select the Sparklines tab.
   3. Select the line/bar chart format, select OK.

4. Select the cell with the chart for an expanded view of the sparkline.

h. Add cell notes.

1. Cell notes “stick” to the cross-section of time, accounts, levels, and versions.
2. Adding cell notes is a right-click function on a cell to Add or Edit Note.

i. Delete Data

1. For unsaved work (blue text): Select Refresh Sheet.
2. For saved work when cells are editable (white or blue background): Click in the cell and delete values, then press enter.