Connect Workday to power bi for Better Enterprise Performance management

1-Click Workday Integration with Power BI for Connected Planning

Watch How to Connect Workday to the Acterys Power BI Platform

By connecting Workday adaptive planning software with Power BI , you can track your company’s spending over time and see how your business’s performance is changing. You can easily get data from your HR and financial systems imported to a centralized cloud database, automatically transform it into a best-practice data model, and use it for reporting, planning, analytics, and simulating multiple scenarios. With 8 custom Power BI visuals available on AppSource, profit from our powerful write-back technology to take Power BI planning to the next level. 

Benefits of Integrating Workday with Power BI & Excel

  1. Easily connect to your Workday data to create HR and Finance reports using best practice templates on the fly. This can help you track key metrics and trends, and get a better understanding of how your organization is performing.
  2. Profit from automated workflows that allow modeling your process for automatically refreshing plans, reports, and forecasts with the most recent data, allowing you to make winning decisions using real-time data.
  3. Use a single platform for everything; from consolidation and modelling to reporting, planning & analytics in the crowd favorite Microsoft technologies, including Power BI, Excel, SQL, and Azure.

Serious Analytics for Workday Users

Acterys Apps provide you with a professional data model and ready made, fully editable interactive dashboards and reports in Power BI or Excel for. By connecting Workday to Power BI, you can customize and extend the model exactly to your needs (account mappings, KPI’s, etc.). and add nearly any other data source (CRM, POS, Inventory, etc.).


Stunning Workday Reports & Dashboards

Acterys Apps enable you to design interactive dashboards using the market leading data discovery tools (Power BI, Tableau). The Acterys Excel Add-in is the easiest way to build reports, planning and forecasting forms exactly as needed with every detail from your Workday performance management data.

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Planning & Forecasting for Workday

Planning and budgeting have never been easier: use extensive options for top/down bottom data entry on any level of the model. Profit from fully editable best practice templates for budgeting, cash flow forecasting, and many other planning aspects.


Company Consolidation for Workday

Acterys offers the quickest and most flexible way to implement management and statutory consolidation for unlimited Workday HR, finance, and employee performance data. Advanced requirements like multi-currency handling, inter-company elimination and other consolidation features can be configured exactly as required.

Customer Testimonials on Seamless Workday Power BI Integration


Do Better Workday Adaptive Planning and Modelling with Acterys

Workday to Power BI integration allows you to get started with your business reporting in minutes. With Acterys Apps for Workday, you automatically transform your data in to a central, customizable data model that serves as the logic engine for all reporting, planning, and analytics processes. And with built-in Power BI visualizations, you can instantly get a holistic view of your business performance data in a unified dashboard. 


Add Any Source

In addition to the other Acterys Apps you can add nearly any other source the easiest way with the unique Acterys InstantLink and Power BI Sync features.

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Build Your Own Models

Acterys Apps come with ready made models for reporting, consolidation and planning. For those that have requirements beyond that, the Premium Edition enables you to build your own data models exactly as needed.

Get Workday Adaptive Planning Reports Visualized in Minutes!

After your onboarding session when you have registered at the Acterys site, you will see this screen:

Click on “Add” to link your Workday reporting file with Acterys. This process will create cloud-based relational (based on MS SQL Server) multi-dimensional data model as well as best practice Power BI and Excel reports (live link!) with your Workday data.

Linking the accounts should only take a few minutes. For larger models, this can take longer. Once it is finished you will receive a notification at the email address you have specified with your account.

Modernize Your Planning & Analytics with our Free Trial Now

Make actionable decisions with Acterys and fast-track your plans and budgets. Changes in data can be modeled in minutes and viewed in real-time, informing you of possible risks and allowing you to simulate what-if scenarios quickly. 

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