IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel YEARFRAC
I often build models that define the fraction of a year for a given month. For example, January is approx. 8.5% of a calendar year (31/365) and September is approx. 11.5% of a working day’s calendar (30/260). But what happens in situations…
March 14, 2023
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel EOMONTH
Thirty days has September … Do you sing that out loud every time you want to determine the number of days in a month? If so, do you have to pause and think about the end when defining the last day of…
February 21, 2023
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel TEXTSPLIT
Have you ever needed to parse a text string into different columns in Excel? This is easy to do via the text-to-columns wizard, but what if you wanted to do this via a formula? The TEXTSPLIT function allows you to split a…
February 7, 2023
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel TEXTBEFORE & TEXTAFTER
A while back, I wrote a blog about using Excel to manipulate text. The functions in that blog allow you to rip text apart and put the pieces together so you can parse out pieces of your text strings. Since that writing,…
December 13, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel SEQUENCE
Have you ever needed to quickly generate a list of numbers? Maybe you need to create a list from 1-100. Maybe you want to create a list of the first 100 even numbers. Maybe you want to create those same lists in…
November 22, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: PAW Go To Line in Process
Sometimes your TurboIntegrator scripts can become very long. While it’s nice to be able to scroll up and down throughout your code, there are times that you may want to go directly to a specific line. IBM Planning Analytics Workspace (PAW) version…
November 15, 2022
FP&A Done Right: Approaches to Long-Term Planning
“If you fail to plan, you are planning to fail.” – Ben Franklin In our collective rush to react to ever-changing marketplace dynamics and shifts in the economy, it’s easy to focus on short-term plans, to the neglect of long-term planning. Today’s…
November 14, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Planning Analytics Workspace Borders in Preview
IBM Planning Analytics Workspace (PAW) allows you to easily create selector widgets that can be used for updating the data in your PAW book. This is done by adding a dimension as a selector widget. You can edit the list of elements…
November 1, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips &Tricks: Rounded Buttons in Planning Analytics Workspace
IBM Planning Analytics Workspace (PAW) allows you to easily create buttons that can be used for navigation and to run TurboIntegrator (TI) scripts. This is done by dragging the Action Button widget onto the sheet. By default, the button appears as a…