Why Revenue Planning Deserves a Fresh Look
Revenue planning is more than just crunching numbers—it's the heartbeat of a successful organization. In a recent episode of FP&A Done Right – the Podcast, we dissect how to simplify the process while keeping it strategically aligned with company goals. A thoughtful…
December 4, 2025
Workday Adaptive Planning Tips & Tricks
What Are Level Dimensions?
In Workday Adaptive Planning, a Level represents an organizational unit or entity around which you plan and report—think departments, cost centers, legal entities, or even individual stores. Levels are the backbone of your organizational hierarchy. Level Dimensions are, quite simply, the standard…
December 3, 2025
IBM Planning Analytics Tips & Tricks
Linked Data Types in Excel
Excel supports Linked Data types, which are cells that connect to the internet and retrieve additional data. Excel contains a series of built-in linked data types such as Stocks, Currencies, and Geographies. These are found within the Data ribbon in Excel. Here…
December 2, 2025
Workday Adaptive Planning Tips & Tricks
Ask Workday for Adaptive
Ask Workday for Adaptive Planning is a new feature from the 2025R2 release of Workday Adaptive Planning that leverages artificial intelligence (AI) to provide a search engine within Workday Adaptive Planning. Ask Workday features Contextual Help, an interactive guide that allows you…
November 26, 2025
Workday Adaptive Planning Integration Center of Excellence
Why Integrations Matter to CFOs: Stability, Savings and Speed
Every CFO has faced it: waiting for data that never comes, or hearing “we can’t pull that report from the system.” In today’s environment, finance cannot afford delays or gaps in information. That’s why integrations are more than just IT projects —…
November 24, 2025
Accounting and Accounts Receivable
Why AR Automation is Finance’s Next Big Win
In today’s finance environment, “doing more with less” is no longer enough. The real challenge isn’t just efficiency — it’s productivity. For finance and accounting leaders, this means removing entire manual steps, not just speeding them up. According to a new research…
November 21, 2025
Workday Named a Leader in the Inaugural 2025 Gartner® Magic Quadrant™ for Cloud ERP Finance: What It Means for Modern Finance Teams
The finance function is changing rapidly — and so is the technology supporting it. Workday has been named a Leader in the inaugural 2025 Gartner® Magic Quadrant™ for Cloud ERP Finance, earning the highest position for Ability to Execute and the furthest for…
November 20, 2025
Workday Adaptive Planning Tips & Tricks
Using Parameters on Web Reporting
Parameters in Workday Adaptive Planning offer a simple yet powerful way to make your Web Reports more dynamic. Instead of creating multiple versions of the same report or constantly adjusting filters, parameters let you easily change levels, time periods, versions, dimensions, or…
November 19, 2025
IBM Planning Analytics Tips & Tricks
Previewing Changes on Bulk Updates in IBM Planning Analytics
Have you ever changed values from an IBM Planning Analytics for Excel (PAfE) exploration and wanted to confirm what is getting loaded into the model? You can do this by using the “Preview changes” link. Users can make multiple inputs into a…