IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Bulk Load Template for Cubes with Indices
Do you have cubes in your IBM Planning Analytics (PA) model that allow for planning with line item detail? The struggle you may come across in creating a template in Excel that automatically loads to the next available line is that such…
April 21, 2020
FP&A Done Right: Spreadsheets are Outdated
This is a guest blog post from our partner Workday Adaptive Planning, written by Adaptive Insights’ Founder Rob Hull. It was originally published on FEI Daily. The global marketplace is moving faster, requiring companies to be more agile than ever in this…
April 17, 2020
FP&A Done Right: Financial Modeling – Your Superpower
This is a guest blog post from our partner Workday Adaptive Planning, written by Gary Cokins. Cokins explains financial modeling. Financial modeling is like a superpower—one that lets you test your assumptions and hypotheses across dimensions, versions, and time before executing…
March 6, 2020
FP&A Done Right: The Path to Great Reporting
This is a guest blog post from our partner Workday Planning, written by Gary Cokins. Cokins discusses some of the challenges with traditional financial reporting processes. For FP&A, financial reporting is a tricky balancing act. If you share too many reports,…
February 28, 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…
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…
January 21, 2020
FP&A Done Right: What Prevents Business Agility
This is a guest blog post from our partner Workday Adaptive Planning, written by Gary Cokins. Cokins examines what business agility really means for the Office of Finance. There’s a lot of talk these days about business agility. Yet it’s much…
December 6, 2019
FP&A Done Right: Are you Ready to Start Analyzing Differently?
This is a guest blog post from our partner Workday Adaptive Planning, written by Anders Lui-Lindberg. Lui-Lindberg’s blog post fits perfectly with our series’ theme of sharing insights on how the Office of Finance can change from traditional budgeting and “business as…
November 22, 2019
The GDPR and What This Means for You
This is a guest blog post from Revelwood's summer IT Policy Intern, Emily Kanter. The General Data Protection Regulation (GDPR) is Europe’s new and improved data security legislation. It’s a complex 88-page document, comprised of 99 articles and 173 recitals (principles and…