IBM Named a Leader in the 2026 IDC MarketScape for Enterprise Planning, Budgeting & Forecasting
Independent analyst firm IDC has placed IBM in the Leaders category of its 2026 MarketScape for Worldwide Enterprise Planning, Budgeting, and Forecasting Applications — and it's worth understanding what that means for finance teams evaluating their options. What Is the IDC MarketScape?…
February 20, 2026
Workday Adaptive Planning Tips & Tricks
Creating Scenarios in Adaptive Planning
In today’s economy, the only thing we can be certain of is uncertainty. For finance and operations teams, the pressure to provide instant, accurate answers to “What if?” has never been higher. Traditional spreadsheet-based planning often fails here—it’s too slow, prone to…
February 18, 2026
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…