• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
Revelwood

Revelwood

  • Who We Are
    • About Us
      • Our Company
      • Our Team
      • Partners
    • Careers
      • Join Our Team
  • What We Do
    • SOLUTIONS
      • Workday Adaptive Planning
      • IBM Planning Analytics
    • SERVICES
      • Implementation Services
      • Advisory Services
      • Customer Care
        • Help Desk
        • System Admin
        • Performance Tune-Up
      • Training
        • Workday Adaptive Planning Training
        • IBM Planning Analytics / TM1 Training
    • PRODUCTS
      • DataMaestro
      • Lightspeed Planning & Reporting
      • IBM Planning Analytics Utilities
  • How We Help
    • Workday Adaptive Planning Use Cases
    • IBM Planning Analytics Use Cases
    • Client Success Stories
  • How We Think
    • Knowledge Center
    • Events
    • News
    • User Groups
  • Contact Us

Nina Gordy

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: Planning Analytics Forecasting – Configuring the Forecast Settings

 

This is part one of a three-part series on IBM Planning Analytics new Forecasting feature. The new IBM Planning Analytics Forecasting feature allows you to quickly populate future time periods based on past data values. This feature is especially useful to prepopulate…

Read More

February 23, 2021

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: Planning Analytics Forecasting – Configuring the Time Dimension

 

The new IBM Planning Analytics Forecasting feature allows you to quickly populate future time periods based on past data values. This feature is especially useful to prepopulate a data set for you or your team to then adjust as you see fit.…

Read More

February 16, 2021

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: Convert Existing View Directly to Reports

 

Did you know that Planning Analytics for Excel (PAx) provides the ability to convert an existing view directly to a report in Excel? Without opening the view as an Exploration, you can start building your report directly from the Task Pane. Just…

Read More

November 24, 2020

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: PAx Task Pane Workbook Tab

 

Did you know that Planning Analytics for Excel (PAx) automatically keeps track of the Planning Analytics objects you have open in an Excel workbook? Simply click on the Workbook tab of your Task Pane to view the list of Dynamic reports, Action…

Read More

November 17, 2020

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: Excel’s CONCAT and TEXTJOIN Functions

 

Microsoft Excel has recently introduced a new version of the CONCATENATE function called CONCAT. The purpose is similar in that the new function still combines text from multiple ranges and/or strings. CONCAT will eventually replace CONCATENATE, but Microsoft has not released plans…

Read More

February 4, 2020

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: Excel’s IFS Function

 

While the IF function has been around for a while now, IFS is new to Excel. This function checks whether one or more conditions are met and then returns the value associated with the first TRUE condition. The main objective of IFS…

Read More

January 21, 2020

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: Maintaining Subset-Driven Consolidations

 

Did you know you can create a TurboIntegrator process to replace a TM1 feature? While the vast majority of TM1 features are still available in Planning Analytics, one feature that has been eliminated is the ability to automatically utilize subsets as consolidations…

Read More

September 10, 2019

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: Best Practices for Hierarchies

 

Did you know IBM Planning Analytics hierarchies are used to see alternative data rollups in the same view? By default, all dimensions include a single hierarchy based on the original definition. Creating multiple hierarchies in a dimension is initially disabled in Planning…

Read More

June 25, 2019

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: The Benefits of Using Hierarchies

 

Did you know there are several benefits to using hierarchies in IBM Planning Analytics? Hierarchies are one of the additional features available in Planning Analytics. The main benefit of hierarchies is that they enable users to see alternative data rollups in the…

Read More

April 2, 2019


VIEW MORE ARTICLES >

1 2Next Page » 2

Primary Sidebar

  • Categories

    • Adaptive Planning Tips & Tricks
    • Awards & Recognition
    • FP&A Done Right
    • IBM Planning Analytics Tips & Tricks
    • News & Events
    • Success Stories
    • Tech Bulletins
    • Videos

Popular Posts

  • IBM Planning Analytics Tips & Tricks: Troubleshooting Planning Analytics for Excel
  • Workday Adaptive Planning Tips & Tricks: The Formula Assistant – How To, Where & Why
  • Workday Adaptive Planning Tips & Tricks: Attributes, Accounts, Dimensions, Levels – What’s the Difference?
  • Workday Adaptive Planning Named a Leader in Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions 2020
  • Learn how to Create Reports in Adaptive Insights

Sign up for our newsletter

Connect

Authors

  • John Pra Sisto
  • Revelwood
  • Brian Combs
  • Dave Miersch
  • Dillon Rossman
  • Gary Leiffer
  • Ken Wolf
  • Lee Lazarow
  • Lisa Minneci
  • Marc Assenza
  • Mary Luchs
  • Michelle Song
  • Nina Gordy
  • Summer Jeter
  • Thanh Chau

Footer

Revelwood Overview

Revelwood helps companies plan effectively, visualize results and monitor overall business performance. Experts in FP&A process and technology, we combine planning and reporting software with best practices and pre-configured applications to help businesses achieve their full potential.

EXPERTISE

  • Workday Adaptive Planning
  • IBM Planning Analytics

ABOUT

  • Who We Are
  • What We Do
  • How We Help
  • How We Think
  • Privacy

CONNECT

Contact:
25B Vreeland Road, Suite 111
Florham Park, NJ 07932

201.984.3030
info@revelwood.com

© Revelwood Inc. All rights reserved. Revelwood® and the Revelwood logo are registered marks of Revelwood Inc.