IBM Planning Analytics Tips & Tricks
The Fastest Way to Copy a Worksheet in Excel
Many Excel users copy worksheets by right-clicking on the tab, choosing Move or Copy, and then checking Create a copy. While that works, there’s a much faster way to duplicate a worksheet in seconds. Here’s the shortcut: 1. Hold down the Control…
February 17, 2026
Workday Adaptive Planning Tips & Tricks
Created Dimensions Through Metadata Loaders
Metadata loaders are a great way to automate the creation of dimensions such as vendors and customers. Many times, integrations fail because of unmapped dimensions values, but by creating a loader, will automate this process to ensure Adaptive’s list is up to…
February 11, 2026
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning for Google Sheets
Required: To request this feature, contact your Named Support Contact (NSC) to submit a Workday Customer Care: Adaptive Instance Management type case (request). After confirming that you're eligible, Workday will enable the feature. This is the only way to access the feature…
February 4, 2026
IBM Planning Analytics Tips & Tricks
How to Remove Duplicate Elements from an Existing Subset in Planning Analytics Workspace
Managing large datasets in IBM Planning Analytics Workspace (PAW) often means dealing with complex lists of elements—from thousands of SKUs to extensive customer databases. In this edition of our IBM Planning Analytics Tips & Tricks series, Lee Lazarow, IBM Planning Analytics Practice…
February 3, 2026
Workday Adaptive Planning Tips & Tricks
Spreading Revenue with Spread Lookups
Spreading revenue over time is a common requirement in FP&A, especially for implementations, phased projects, or ramp-up initiatives where revenue is recognized gradually rather than all at once. Manually allocating revenue across months can be time-consuming and error-prone—but Workday Adaptive Planning offers…
January 28, 2026
Workday Adaptive Planning Tips & Tricks
Boosting Data Accuracy with Modeled Sheet Data Validation in Workday Adaptive Planning
As planning models grow more complex and collaborative, ensuring the accuracy and consistency of entered data is crucial! Workday Adaptive Planning’s Modeled Sheet Data Validation feature offers powerful capabilities to proactively prevent errors and maintain clean, reliable data across your planning environment. Whether…
January 21, 2026
IBM Planning Analytics Tips & Tricks
How to Create Picklists in Planning Analytics Workspace
Creating picklists in IBM Planning Analytics Workspace (PAW) is a simple yet powerful way to control user input and improve data consistency. In this edition of our IBM Planning Analytics Tips & Tricks series, Lee Lazarow, IBM Planning Analytics Practice Leader at…
January 20, 2026
Reinventing FP&A: From Reactive Reporting to Strategic Insight
In this episode of FP&A Done Right – The Podcast, we dive into what it really means to reinvent FP&A. Finance teams are moving beyond outdated spreadsheets, lagging reports, and siloed data to embrace cloud-based planning, scenario modeling, and real-time collaboration. Modern…
January 15, 2026
Workday Adaptive Planning Tips & Tricks
How to Edit a Dashboard
Dashboards are a key way to visualize and share important data in Workday Adaptive Planning. Knowing how to edit them effectively allows you to tailor the insights for your team, track performance metrics, and ensure everyone is looking at the most relevant…