
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: WildcardFileSearch
Depending on your business process, you may need to load similar data from multiple files. One such example is loading headcount from different HR systems. This may be necessary if your company has gone through a merger. Another example is if you have forecast data…
May 31, 2022

FP&A Done Right: Financial Forecasting Processes that Guide Business Strategy
This is a guest blog post from our partner Workday Adaptive Planning, outlining nine ways to plan in the changing world of finance. Table of contentsStep 1: Define Your TermsStep 2: Model Your RevenueStep 3: Model Your ExpensesStep 4: Set Your CadenceStep…
May 27, 2022

Modern Accounting: Achieving Finance Transformation
This is a guest blog post from our partner BlackLine, explaining four essential steps for transformation success. Making the Move to F&A Digital Transformation For controllers, CFOs, CTOs, and business leaders in general, planning a move to digital finance transformation can be…
May 26, 2022

Facing an IBM Planning Analytics / TM1 Talent Shortage?
There’s plenty of news about “The Great Resignation” or the talent shortage/war. In some cases, the challenge is not in finding someone, but in finding the right skills. This is particularly true for companies searching for people with IBM Planning Analytics /…
May 25, 2022

IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Planning Analytics Workspace Visualization Axis
Did you know you are able to create custom axis labels for IBM Planning Analytics Workspace (PAW) visualizations? Below is a column visualization that shows periods on the x-axis and a net income amount on the y-axis. As you can see, a generic…
May 24, 2022

Introducing DataMaestro, the Data Orchestration Platform for IBM Planning Analytics / TM1
We’ve just released a new product designed to make the lives of IBM Planning Analytics / TM1 systems administrators’ easier. DataMaestro is a solution for managing and moving data that saves Planning Analytics / TM1 users significant time and money by making…
May 23, 2022

Optimize your Business Processes for Planning, Reporting and Analysis
When was the last time you examined – and optimized – your planning processes? Have you made adjustments over the last few years to accommodate changing office habits, work from home environments and mergers and acquisitions? If your business is like most,…
May 20, 2022

Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Show Actuals for Linked Accounts
This week’s Workday Adaptive Planning and Reporting Tips & Tricks post explains an option in thestructure options for GL accounts, custom accounts and assumption accounts. The wording is not explicit and is actually misleading. If the developer wants the actual data to…
May 18, 2022

IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel’s XMATCH Function
Have you ever wanted to search a list and define the position where it appears in the list? Maybe you want to know how many sales reps exceeded their quota or want to define how many products cost more than an approved purchase…