FP&A Done Right: What Type of CFO Are You?
This is a guest blog post from our partner Workday Adaptive Planning. It is part 1 in a two-part series on the changing role of the CFO. Finance has gained new perspectives from the impact of COVID-19, which has created the imperative…
April 9, 2021
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Converting Existing Applications
IBM Planning Analytics version 57 introduced applications and plans which let you organize Planning Analytics Workspace (PAW) assets such as books, view, and websheets into groups. These approaches allow you to group items together in sections (similar to a folder) or in steps…
April 6, 2021
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: MS Word AutoCorrect
Part of implementing IBM Planning Analytics is ensuring that users understand their model. This often entails documentation that is created as a Microsoft Word document. Most of us know how to use Word but get frustrated typing some of the complex OLAP…
March 30, 2021
FP&A Done Right: Predictions of “Extraordinary” Growth This Year
2020 disrupted nearly every industry – some in good ways, some in bad ways. With the pandemic still impacting our daily lives, we might expect this year to be uncertain too. But perhaps not! The 2021 BDO Middle Market CFO Outlook Survey…
March 26, 2021
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Administration Page Layout
Did you know that the administration page layout has changed in IBM Planning Analytics Workspace (PAW) update 57? In previous versions of PAW, the administration page used a tabbed approach that separated each component into its own tab. This required administrators to…
March 23, 2021
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Introduction to Apps and Plans
As of version 58 of IBM Planning Analytics Workspace (PAW), IBM introduced new features called Applications and Plans. These are meant to guide business processes by centralizing and organizing required tasks to make sure that all steps are completed in the correct…
March 16, 2021
FP&A Done Right: Collaborate More When Planning
This is a guest blog post from our partner Workday Adaptive Planning, recommending how to get other departments to collaborate with the Office of Finance. When it comes to business, collaboration is vital. After all, no single department can do its…
March 12, 2021
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Planning Analytics Forecasting – Setting up the Forecast
This is part three in a three-part series on IBM Planning Analytics' new feature, Forecasting. In our previous blog about IBM Planning Analytics' new Forecasting feature, we reviewed the steps required to preview your forecast. Once previewed, you can then run your…
March 9, 2021
Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Excel Substitute
We have something different for today's Workday Adaptive Planning Tips & Tricks post - an Excel tip! Our Adaptive Planning users also use Excel, so we thought they'd find this helpful. Have you ever wanted to get rid of spaces in some…