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…
September 18, 2019
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Maintaining Subset-Driven Consolidations
Did you know you can create a TurboIntegrator process to replace a TM1 feature? While the vast majority of TM1 features are still available in Planning Analytics, one feature that has been eliminated is the ability to automatically utilize subsets as consolidations…
September 10, 2019
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Best Practices for Hierarchies
Did you know IBM Planning Analytics hierarchies are used to see alternative data rollups in the same view? By default, all dimensions include a single hierarchy based on the original definition. Creating multiple hierarchies in a dimension is initially disabled in Planning…
June 25, 2019
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: How to Maintain a Hierarchy via a TurboIntegrator Process
Did you know it is best practice to maintain a hierarchy in Planning Analytics via TurboIntegrator (TI) process whenever possible? There are five key functions that can be used to do so. HierarchyExists(DimName, HierName) HierarchyExists is used to determine whether a specific…
June 18, 2019
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Troubleshooting Planning Analytics for Excel
Did you know there are some easy approaches to troubleshooting IBM Planning Analytics for Excel (PAx)? Given that PAx is an Excel add-in, sometimes things go wrong. Do you know the basic steps to take when a user says that PAx isn’t…