Planning, Budgeting, and Reporting: The Tech Sector’s Imperative for Modernization
Today’s competitive technology industry relies on more than innovation in products and services—it requires innovation in how companies plan, budget, and report. According to a recent IDC study sponsored by Workday, technology organizations are feeling the pressure to modernize these core finance…
July 3, 2025
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Replacing Nested If-Statements With The Use of SWITCH Formulas in Workday Adaptive Planning
When writing out formulas in Workday Adaptive Planning, it is common to come across multiple conditions that require complex logic to calculate correctly. Many model builders rely on nested “if” statements to handle these scenarios, often resulting in a very long formula.…
July 2, 2025
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: The Hidden Structure of 1/7: A Mathematical Perspective
Today is July 1. It’s the first day of the second half of the year and it’s also international chicken wing day. But for the purposes of today’s blog, none of that matters. What matters is that the reciprocal of 7/1 is 1/7, which…
July 1, 2025
Introducing the FP&A Done Right – The Podcast
We’ve launched a podcast! FP&A Done Right – The Podcast. In the first episode of FP&A Done Right – The Podcast, we set the stage for a transformative journey into the evolving world of Financial Planning & Analysis (FP&A). This episode serves…
June 26, 2025
Workday Adaptive Planning Tips & Tricks
Version Specific Transactions Drillthroughs
Workday Adaptive Planning is a powerful tool for analyzing data. One example of this is the ability to integrate your company’s transactional data into Adaptive. This allows for drillthrough capabilities on sheets and reports. While transactions in Adaptive are not version specific,…
June 25, 2025
30 Years of Office of Finance Excellence—And We’re Just Getting Started
In 1995 two colleagues sat down and imagined a different kind of consulting firm—one laser-focused on helping Finance teams plan, analyze and make better decisions. That conversation between Ken Wolf and Dan Bernatchez, sparked by disillusionment with the status quo and energized…
June 23, 2025
Workday Adaptive Planning Tips & Tricks
Spread Lookups
Spread lookups are a functionality in Workday Adaptive Planning that are found on Modeled sheets. It allows the user to spread an amount over any number of periods by any percentage they would like. This functionality allows the user to customize their…
June 18, 2025
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: PAW Attributes Types
Do you know how to see attributes and attribute types in IBM Planning Analytics Workspace (PAW)? While in the dimension editor, click on the tab that says Attributes. The attributes will be presented to the right of the elements. But how do…
June 17, 2025
Workday Adaptive Planning Tips & Tricks
Forecast Explanations in Predictive Forecaster
With machine learning predictions, it can often be challenging to understand why certain forecasts were made. To bridge this gap, Workday has a new feature: Forecast Explanation in Machine Learning Predictive Forecaster. With this feature, you gain deeper insights into the factors…