Google adds Workday planning reports and AI analysis to Sheets
By Automate Basics, written with AI from Google's original
Google says the new Workday for Google Sheets add-on brings Adaptive Planning reports and Ask Workday analysis into Sheets. It is aimed at financial analysts and business leaders who need to examine planning data without downloading CSV files.
What changed
Google says Workday for Google Sheets is a new add-on that connects Workday Adaptive Planning with Google Sheets and Slides. Analysts can bring planning accounts, dimensions and time periods into a spreadsheet, rearrange a report and refresh it when the underlying model changes, rather than downloading CSV files.
The add-on also brings Ask Workday into Sheets. According to Google, users can ask for report summaries, compare plans with actual results, investigate differences across time periods and spot unusual data points. It can produce charts and tables from queries, which users can move into another spreadsheet tab or export to Slides. Those options make the add-on useful for both investigating a result and presenting what the investigation found.
Who can use Workday for Google Sheets?
Google says the add-on is available now for Google Workspace customers, Workspace Individual subscribers and people with personal Google accounts. A Workday Adaptive Planning license is also required. The announcement does not state a price for that license or any separate charge for the add-on.
Access depends on administrators completing setup. Workday administrators must enable the add-on and Ask Workday access in Adaptive Planning, then confirm sign-in and tenant settings. Google Workspace administrators install the add-on for the appropriate users, groups or organizational units. For a finance team, the practical first step is to check whether both the Workday permissions and the Google installation are in place before expecting the features to appear.
How do I try it at work?
A useful first task is to examine a familiar planning report that has both a plan and actual results. Google says that, after administrators install the add-on, users can open a Google Sheet, go to Extensions > Workday for Google Sheets > Workday and sign in. Users should also follow any onboarding instructions from their Workday and Google administrators.
Try asking Ask Workday to summarize the report or explain a difference between plan and actual results. Check its account, time period and dimensions against the underlying report before sharing a conclusion. If an unusual figure is flagged, inspect the relevant data rather than treating the alert as an explanation. Refresh the report before reusing a chart in a presentation so that it reflects the latest available model updates.
Frequently asked questions
Does Workday for Google Sheets replace CSV downloads?
Google says the add-on connects Adaptive Planning data directly to Sheets, removing the need to download CSV files for this reporting workflow. Users can pull planning accounts, dimensions and time periods into a report, rearrange them and refresh the report when the model changes.
Can anyone with a Google account use Ask Workday in Sheets?
A personal Google account is among the supported account types, but Google says a Workday Adaptive Planning license is required. Administrators must also enable the relevant Workday permissions and install the add-on for users before they can sign in and use it.
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Written with AI from Google's original and published after automatic checks: every figure here appears in the original, and no sentence is copied from it. The picture is AI-generated. The original is the authority.
Source: Use AI to supercharge your financial analysis with Workday for Google Sheets, Google, 21 Sept 2026.