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

Ask Workday: Detect anomalies

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