IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Making Pivot Tables More Interactive
Pivot tables are one of the most powerful tools in Excel when working with data in IBM Planning Analytics. They allow you to quickly summarize, slice and analyze large amounts of financial information. But sometimes, the default filters can feel a bit…
September 9, 2025
Accounting and Accounts Receivable
From Reconciliations to Transformation: Build a Smarter Financial Close
Many finance teams start their transformation journey by automating account reconciliations. It’s easy to see why – implementing a reconciliation solution delivers quick wins, reduces manual work, improves workflows and strengthens internal controls. But while it’s a critical first step, how you…
September 5, 2025
Why Strategic Headcount Planning Is the Missing Link in FP&A
In a recent episode of FP&A Done Right – The Podcast, the focus is on strategic headcount planning. This episode delves into the critical role of aligning workforce planning with organizational strategy, emphasizing the importance of integrating financial planning and analysis (FP&A)…
September 4, 2025
Workday Adaptive Planning Tips & Tricks
Mastering Merged Cube Sheets in Workday Adaptive Planning
Merged cube sheets are a powerful tool in Workday Adaptive Planning that combine data from up to three modeled or cube sheets. They enable advanced calculations, simplify data management, and enhance forecasting. Let’s dive deeper into understanding their purpose, characteristics, and how…
September 3, 2025
Workday Adaptive Planning Insights
Workday Adaptive Planning Earns “Customers’ Choice” Recognition in Gartner’s Voice of the Customer Report
For the third year in a row, Workday Adaptive Planning has been named a Customers’ Choice in Gartner’s latest Voice of the Customer for Financial Planning Software report — earning an impressive 96% recommendation rate from users. Gartner Peer Insights aggregates and…
August 22, 2025
30 Years of Office of Finance Excellence—And We’re Just Getting Started
In 1995 two colleagues sat down and imagined a different kind of consulting firm—one laser-focused on helping Finance teams plan, analyze and make better decisions. That conversation between Ken Wolf and Dan Bernatchez, sparked by disillusionment with the status quo and energized…
August 21, 2025
Workday Adaptive Planning Tips & Tricks
Limiting the Scope of Calculated Accounts
Both modeled and cubed sheets in Workday Adaptive Planning allow the user to set a scope to limit the calculation for calculated accounts for both actuals and planned data. A user may utilize this feature to allow calculations to start at a…
August 20, 2025
Accounting and Accounts Receivable
How to Eliminate Manual Matching and Speed Up Your Month-End Close
High-volume reconciliations are the bane of the accounting team’s month-end close. From bank-to-GL reconciliations to intercompany transactions, matching the mountains of data manually wastes hours — and introduces costly errors. If your team is still relying on Excel “rainbow spreadsheets” and repetitive…
August 15, 2025
Workday Named a Leader in IDC MarketScape Report for MidMarket Organizations
Our partner, Workday, has been named a Leader in the IDC MarketScape: Worldwide Enterprise Planning, Budgeting, and Forecasting Applications for Midmarket Organizations 2024 Vendor Assessment, which was issued in late 2024. The IDC study assessed vendors in the worldwide enterprise planning, budgeting…