FP&A Done Right: What Must FP&A Do Differently to Make Planning a Success
This is a guest blog post from our partner Adaptive Insights, written by Anders Liu-Lindberg. Lui-Lindberg explains why FP&A can no longer take a narrow view of its own role. FP&A is obviously concerned with financials; however FP&A can no longer take…
June 5, 2020
FP&A Done Right: 3 Words for a COVID-19 World – “Flexible Budget Variance”
This is a guest blog post from our partner Adaptive Insights, written by Bob Hansen. It is part of a series of blogs from Adaptive Insights designed to help customers weather the storm brought by the COVID-19 pandemic. With the COVID-19 pandemic…
May 22, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: New Excel Feature – Map Charts
One of the new features in Excel is the ability to create Map Charts to compare values and show categories across geographical regions. If you have your own set of data to use skip to step 3. Otherwise, we can accomplish this…
May 5, 2020
FP&A Done Right: Traditional Budgeting is a Challenge
This is a guest blog post from our partner Workday Adaptive Planning, written by Gary Cokins. Cokins explains why traditional budgeting is no longer adequate for most companies. Traditional budgeting is simply too slow and too rigid to keep up with today’s…
May 1, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Sparklines
Are you familiar with Sparklines, a rarely used feature in Excel? What happens when you’d like to provide a visual representation of data but don’t necessarily want, or have the space, for a big chart? Sparklines may be a viable solution. To…
April 28, 2020
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FP&A Done Right: Spreadsheets are Outdated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,…