Workday Adaptive Planning Tips & Tricks
Scheduled Report Notifications with Attachments
In today’s fast-paced business environment, timely access to critical financial and operational data is essential. Workday Adaptive Planning offers a powerful feature—Scheduled Report Notifications with Attachments—that ensures key stakeholders receive the right information at the right time, without the need for manual…
July 16, 2025
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: PAW Picklists
You may have read our previous blog posts about creating picklists in IBM Planning Analytics and using them in the Planning Analytics Workspace (PAW) interface. PAW version 101 introduced the ability to easily create picklists from a view. This is done by…
July 15, 2025
Workday Adaptive Planning Insights
Workday Adaptive Planning for Complex Workforce Planning
This post continues our series on how we use Workday Adaptive Planning to solve problems. Each blog post focuses on a real-world client experience where Revelwood was presented with a unique or thorny problem. We’ll explain our approach to how we solved…
July 11, 2025
Driving Operational Efficiency
A recent episode of FP&A Done Right – The Podcast, focuses on how finance teams enhance operational efficiency through strategic planning and data-driven decision-making. In today's dynamic business environment, the ability to plan effectively and adapt to change is crucial. Company-wide planning…
July 10, 2025
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Tips and Tricks: Data Integration and Creating a Join Table
Did you know that Workday Adaptive Planning integrations allow you to create joined tables to be used as a source table in Adaptive? It’s true! The process involves creating and defining the join between tables. You must have the proper credentials yourself…
July 9, 2025
IBM Planning Analytics Recognized in 2025 TrustRadius Top Rated Awards
IBM Planning Analytics has been recognized by TrustRadius in its 2025 Top Rated Awards, earning distinctions in multiple categories including: Workforce Analytics Corporate Performance Management (CPM) Budgeting & Forecasting Financial Planning & Analysis (FP&A) These awards reflect strong user feedback across a…
July 8, 2025
Planning, Budgeting, and Reporting: The Tech Sector’s Imperative for Modernization
Today’s competitive technology industry relies on more than innovation in products and services—it requires innovation in how companies plan, budget, and report. According to a recent IDC study sponsored by Workday, technology organizations are feeling the pressure to modernize these core finance…
July 3, 2025
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Replacing Nested If-Statements With The Use of SWITCH Formulas in Workday Adaptive Planning
When writing out formulas in Workday Adaptive Planning, it is common to come across multiple conditions that require complex logic to calculate correctly. Many model builders rely on nested “if” statements to handle these scenarios, often resulting in a very long formula.…
July 2, 2025
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: The Hidden Structure of 1/7: A Mathematical Perspective
Today is July 1. It’s the first day of the second half of the year and it’s also international chicken wing day. But for the purposes of today’s blog, none of that matters. What matters is that the reciprocal of 7/1 is 1/7, which…