Adaptive Planning Tips & Tricks
Adaptive Planning Tips & Tricks: Templates
This week’s Workday Adaptive Planning and Reporting Tip & Trick pertains to the useful and elusive template. Templates exist throughout the Adaptive Planning application to enable the upload of the important data utilized within. Whether you have a set of Actual GL…
August 12, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Subset Control Dimension
Did you know that dimensions exist within IBM Planning Analytics that display your model’s public subsets? A dimension called }Subsets_<Dimension Name> is automatically created when a dimension is created. The elements of this new dimension are dynamically updated as permanent public subsets…
August 11, 2020
The Impact of COVID-19 on Lease Planning and Management
The COVID-19 pandemic has impacted almost every industry – and will continue to do so into the foreseeable future. Corporate real estate and the real estate investment trust (REIT) industry are examples that have gone from fairly predictable scenarios to areas that…
August 10, 2020
FP&A Done Right: Reforecasting in a COVID-19 World – Best Practices you Can Implement Now
This is a guest blog post from our partner Adaptive Insights, written by Bob Hansen. The article shares insights from Workday’s internal finance leaders on how they are adjusting to the impact of COVID-19. COVID-19 has hit the entire world with unprecedented…
August 7, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: PAW Pass Context
IBM Planning Analytics Workspace sheets allow users to add buttons. These buttons can be used to navigate to different sheets or books, or even run processes. But did you know you can “pass context” from one book to another? Before beginning, ensure…
August 4, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Change Connection used by Quick Report
When working with IBM Planning Analytics templates in Excel, there may be instances where you need to change the instance that the cube references to pull or send data. In Perspectives, updating the source was as simple as updating the first parameter…
July 28, 2020
FP&A Done Right: FP&A Tips for Scenario Modeling During COVID-19
This is a guest blog post from our partner Adaptive Insights, written by Steve Dunne. It is a unique Q&A with Kinnari Desai, Workday’s senior director of corporate finance, on how Workday responded to the FP&A impact of COVID-19. Kinnari Desai, Workday’s…
July 24, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Edit Action Button
Action buttons in IBM Planning Analytics are a great utility that allow users to recalculate a sheet, navigate to another location, or run a TurboIntegrator process. As your models evolve, you may need to periodically revise your templates to maintain their functionality.…
July 21, 2020
Adaptive Planning Tips & Tricks
Adaptive Insights Tips & Tricks: The Formula Assistant – How To, Where & Why
This week’s Adaptive Insights Tips & Tricks post pertains to the ever-mysterious Formula Assistant, which is a "wizard" that exists throughout the application. It helps you create the even-more-mysterious and somewhat intriguing formulas themselves. Any clients attempting to create basic formulas such…