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Welcome to Revelwood’s Knowledge Center

FP&A Done Right

FP&A Done Right: Achieve More Reliable Financial Forecasting

 

This is a guest blog post from our partner Workday Adaptive Planning, written by Gary Cokins. Cokins is an internationally recognized expert, speaker and author in enterprise and corporate performance management systems. In this piece Cokins outlines three steps for more reliable…

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February 26, 2021

Adaptive Planning Tips & Tricks

Workday Adaptive Planning Tips & Tricks: Interactive Dashboards – Dynamic Planning with Embedded Sheets

 

More often than not, clients of Revelwood will make use of multiple sheets in Workday Adaptive Planning to support different aspects of their planning process(es). When using several sheets to make changes to key drivers, assumptions and scenario drivers, clients often ask…

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February 24, 2021

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: Planning Analytics Forecasting – Configuring the Forecast Settings

 

This is part one of a three-part series on IBM Planning Analytics new Forecasting feature. The new IBM Planning Analytics Forecasting feature allows you to quickly populate future time periods based on past data values. This feature is especially useful to prepopulate…

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February 23, 2021

Adaptive Planning Tips & Tricks

Workday Adaptive Planning Tips & Tricks: Excel Reporting Using a Report Template

 

Many users of Workday Adaptive Planning utilize OfficeConnect for their Excel reporting. But not all users will have access to OfficeConnect, depending on your organization. But there is another great option for Excel reporting called a Report Template. What is the difference…

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February 17, 2021

Tips & Tricks

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: Planning Analytics Forecasting – Configuring the Time Dimension

 

The new IBM Planning Analytics Forecasting feature allows you to quickly populate future time periods based on past data values. This feature is especially useful to prepopulate a data set for you or your team to then adjust as you see fit.…

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February 16, 2021

FP&A Done Right

FP&A Done Right: The Role of KPIs in Driver-Based Budgets

 

This is a guest blog post from our partner Workday Adaptive Planning, on why finance teams should focus on KPIs and business drivers. Gone are the days when business leaders were narrowly focused on just the net cash flow or balance sheet.…

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February 12, 2021

Tips & Tricks

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: Dimension Attribute Types

 

Did you know that IBM Planning Analytics dimensions can have defined types and that these defined types are necessary for certain Planning Analytics features to operate correctly? For example, the new predictive forecasting functionality within Planning Analytics Workspace (PAW) requires the use…

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February 9, 2021

Adaptive Planning Tips & Tricks

Workday Adaptive Planning Tips & Tricks: Expand/Collapse Feature in OfficeConnect

 

This week’s Workday Adaptive Planning and Reporting Tip & Trick pertains a new feature in OfficeConnect introduced into the application in Workday Adaptive Release 2020R2 (September 2020.) Previous to this release, clients disliked the fact that to “drilldown” to detail accounts, or…

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February 3, 2021

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: Manipulating Text in Excel

 

Have you ever wanted to manipulate text within Excel? Excel has a series of functions that allow you to parse text strings based on whether you want to reference the left, the right, or the middle of the cell contents. For example,…

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February 2, 2021


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Popular Posts

  • IBM Planning Analytics Tips & Tricks: Troubleshooting Planning Analytics for Excel
  • Workday Adaptive Planning Tips & Tricks: The Formula Assistant – How To, Where & Why
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  • Workday Adaptive Planning Named a Leader in Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions 2020
  • Learn how to Create Reports in Adaptive Insights

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Authors

  • John Pra Sisto
  • Revelwood
  • Brian Combs
  • Dave Miersch
  • Dillon Rossman
  • Gary Leiffer
  • Ken Wolf
  • Lee Lazarow
  • Lisa Minneci
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