About Gary Leiffer
Adaptive Insights Tips & Tricks
Adaptive Insights Tips & Tricks: Virtual Versions and Neutral Exchange Rate
Many companies with multiple currencies and exchange rates within the Adaptive Insights Planning instance require a methodology to compare the current year budget to the current year actuals while maintaining the exchange rate utilized to create the budget. This is sometimes referred…
June 3, 2020
Adaptive Insights Tips & Tricks
Adaptive Insights Tips & Tricks: More on Accounts, Attributes & Levels
In this week’s Adaptive Insights Tips & Tricks blog post, I am revisiting the article I authored that was published on April 1, 2020 (no fooling!). In that article I reviewed a question I have been asked multiple times over the last…
April 15, 2020
Adaptive Insights Tips & Tricks
Adaptive Insights Tips & Tricks: Hidden Effects of the New 2020R1 Release
This week’s Adaptive Insights Tips & Tricks post from Revelwood came about as I was teaching Adaptive Reporting to a new(er) client on their instance. I always start my reporting class by reviewing all the reporting options on the “New Report” pull-down…
April 8, 2020
Adaptive Insights Tips & Tricks
Adaptive Insights Tips & Tricks: Attributes, Accounts, Dimensions, Levels – What’s the Difference?
This week’s blog is about a question I have been asked multiple times over the last two years. It pertains to the cube sheet, and the difference between attributes, accounts, dimensions and levels in the way each enables, or disables, data entry…
April 1, 2020
Adaptive Insights Tips & Tricks
Adaptive Insights Tips & Tricks: How to Remove Repetitive Total Rows
In today’s Adaptive Insights Tips & Tricks blog post, I discuss how to remove from view the repetitive total rows which arise when dimensions are viewed in rows on a cube sheet. In a prior life, some of my students have had…
March 18, 2020
Adaptive Insights Tips & Tricks
Adaptive Insights Tips & Tricks: General Ledger Root Accounts
My last few Adaptive Insights Tips & Tricks blog posts have focused on capabilities of Adaptive Insights that are hidden and/or under utilized. In today’s Adaptive Insights Tips & Tricks blog post, I discuss the importance of the General Ledger Root Accounts…
March 11, 2020
Adaptive Insights Tips & Tricks
Adaptive Insights Tips & Tricks: Overriding the Level Security on Matrix Reports
Adaptive Insights has many capabilities customers often are unaware of, and potentially have not utilized in their instance. Some options are “off-screen” requiring the user to scroll to display, and hence a valuable option remains unnoticed not utilized. This is my second…
March 4, 2020
Adaptive Insights Tips & Tricks
Adaptive Insights Tips & Tricks: Hidden & Underutilized Adaptive Planning Features – Data Entry Sheet Type
In part one of a special focus on hidden and underutilized Adaptive Insights Tips & Tricks, I am reviewing the GL Account option labeled “Data Entry Sheet Type" on the GL Accounts structure screen as follows, with the selection of a Roll-up…
February 26, 2020
Adaptive Insights Tips & Tricks
Adaptive Insights Tips & Tricks: Making Your Matrix Report Presentable and Meaningful
In today's Adaptive Insights Tips & Tricks blog post, I explain how to make your matrix report presentable and meaningful. The in-application Matrix report writing tool is very powerful and enables you to do almost all the financial reporting your company requires. Adaptive…