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…
February 23, 2021
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Excel Reporting Using a Report Template
Many users of Workday Adaptive Planning utilize OfficeConnect for their Excel reporting. But not all users will have access to OfficeConnect, depending on your organization. But there is another great option for Excel reporting called a Report Template. What is the difference…
February 17, 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.…
February 16, 2021
FP&A Done Right: The Role of KPIs in Driver-Based Budgets
This is a guest blog post from our partner Workday Adaptive Planning, on why finance teams should focus on KPIs and business drivers. Gone are the days when business leaders were narrowly focused on just the net cash flow or balance sheet.…
February 12, 2021
FP&A Done Right: xP&A and Modern Finance Planning
This is a guest blog post from our partner Workday Adaptive Planning, written by Matt Shore. Shore, vice president and product strategist, explains xP&A and why it matters. xP&A stands for extended planning and analysis—taking the best of modern finance planning and extending…
January 15, 2021
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Change Element Type in PAW
Most users of IBM Planning Analytics Workspace (PAW) are familiar with the dashboarding and reporting capabilities for front-end users. However, IBM has built-in features that allow administrators to manage their models from PAW as well. Managing the dimension structure is one such…
December 22, 2020
FP&A Done Right: Rolling Forecasts for More Strategic FP&A
This is a guest blog post from our partner Workday Adaptive Planning, written by Bob Hansen. Hansen makes the case for dynamic planning, which is better suited for complexity. When it comes to FP&A forecasting, most companies base their long-range forecasts on…
December 4, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Asymmetric Axis in PAW
One of the helpful features of IBM Planning Analytics is the ability to create explorations using asymmetric axes. This is useful when you have stacked column or row dimensions, and only want to display certain combinations of elements instead of all combinations…
December 1, 2020
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…