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…
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…
November 17, 2020
FP&A Done Right: Five Tips for Budgeting in the Age of COVID
This is a guest blog post from our partner Workday Adaptive Planning, written by Gary Cokins. Cokins explains why traditional budgeting is not a fit for the volatility, complexity and uncertain times businesses face today. The pandemic is causing boards of directors…
November 13, 2020
FP&A Done Right: To Recover from Economic Shock, Are CFOs Envisioning Enough Scenarios?
This is a guest blog post from our partner Adaptive Insights, written by Bob Hansen. Hansen explains the why scenario modeling is imperative when facing disruption. Three out of four finance executives recently acknowledged that the planning processes their companies have in…
October 16, 2020
FP&A Done Right: Three Driver-based Budgeting Tips for CFOs when Change is Imminent
This is a guest blog post from our partner Workday Adaptive Planning, written by Gary Cokins. The blog discusses how uncertainty adds to the arduous and often painful process of budgeting. Consider these tasks and the problems related to them: budgeting amid…
October 2, 2020
FP&A Done Right: Planning for What’s Next in Uncertain Times
This is a guest blog post from our partner Workday Adaptive Planning, written by Michael Magaro. The blog post was originally published on FEI Daily. The COVID-19 pandemic changed our world, almost overnight, and businesses are having to adjust. The unprecedented nature…
September 18, 2020
FP&A Done Right: How CFOs Can Lead in Today’s Challenging Environment
This is a guest blog post from our partner Workday Adaptive Planning, written by Steve Dunne. It is the second in a series looking at macro trends in the economy. This post explains how the CFO can play a strategic role in…