About Gary Leiffer
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…
February 19, 2020
Adaptive Insights Tips & Tricks
Adaptive Insights Tips & Tricks: Assumption Sheets
Did you know you can create an assumption sheet (or account) to make updating data in Adaptive Insights much easier? You can then have your Model Sheet lookup tables include formulas to read those assumption sheets. It is a lot easier to…
January 22, 2020
Adaptive Insights Tips & Tricks
Adaptive Insights Tips & Tricks: Finding Missing Formulas
Here’s the scenario: you know there should be a formula in a standard sheet. You think it should be active. But it doesn’t seem to be there. No, you are not crazy. Here’s why that happens and how to remedy it. Sometimes…
January 8, 2020
Adaptive Insights Tips & Tricks
Adaptive Insights Tips & Tricks: Leveraging your Testing Model
If you are like many new Adaptive Insights customers, you’ve come away from your initial training with tons of knowledge, but also possibly slightly overwhelmed. In today’s Adaptive Insights Tips & Tricks blog post, I want to share a very practical takeaway…